#37 The Analyst
Behind the Balance Sheet
Navigating High Valuation Investments and Analyzing Companies Efficiently
This chapter explores an investor navigating a significant investment raised at a high valuation and managing multiple publicly listed companies with overlapping investment profiles. It delves into efficient company analysis methods, from reading annual reports to engaging with company representatives and sell-side analysts. The conversation covers intriguing investment opportunities in sectors like cheap banks, aerospace companies, and online gaming businesses, along with insights on online sports betting dynamics, teamwork among analysts, challenges in analyzing Japanese companies, and societal issues like violence responses and militant Islamism.
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