
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Focused Compounding
00:00
What Are Some of the Most Underrated Industries to Invest In?
A lot of very boring industries that aren't cyclical, i think are underrated. So slower growing, not cyclical, but having decent profitability overtime. The more predictable ones, i would say, the smaller, more predictable companies, are more overlooked. If there's too much competition, andit can happen really fast in air lines or as am as a processing chicken, then they're really bad businesses. Definitely got to be a better industry that's underrated.
Transcript
Play full episode