Portfolio construction is not an easy task, neither for the novice students of the
financial markets nor for the seasoned professionals, or the entrepreneurs wishing
to deploy capital.
Rich Ponds, by Anurag Sundarka, breaks down the process of studying industries
and identifying the most promising among them in such a clear and consistent way
that makes it very valuable to everyone involved in the investment process. Highly
“An important aspect of the investment profession is understanding a business.
Numbers and balance sheet provide a good perspective on the past, but
understanding qualitative drivers of a business is crucial in evaluating the future
potential of any business. This book is an impressive attempt at providing a
structured framework of evaluating not only any business (and its competition) but
also evaluating industries.”
Rich Ponds means Rich Industries that can raise healthy and profitable businesses within them.
In the book, the author discusses tools and techniques to identify 'Rich Industries' to start or own business in.
Equity Research Analysts
PE and VC Investors
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Customer Profile, Products and Substitutes
Value Chain, Industry Map, Profit Pool
Market Size, pricing Power, Disruption threat and Stability
Porter’s five forces
DuPont, Investment needs and Growth outlook
Trends, Risks, Growth factors and variables for success
Step by Step process to understand any industry
To identify 'Rich Industries'
“Profitability of a company depends 90% on the industry, 9% on the management and 1% on the company.” - Philip Fisher
Why do most companies in textiles struggle? Why most automakers struggle? Why most IT firms in Bangalore thrive? Why most media companies struggle? The answer - Industry Structure. Just before you are getting into something, whether that be as an investor or an entrepreneur, you need to take an informed decision. This book is exactly that - a hands-on guide to help you take an informed decision about which industries to select.
With the ‘Industry Sheets’ created in 4+ years of research, the chances of being in right industries at right time, in investing as well as entrepreneurship go up significantly.