I agree with the point that there is no direct strategy for stock market. But sometimes understanding things from historical prism helps us evolve as an investor.
For example the Book speaks indirectly about climate change. Last year VBL faced an slowdown due to relative lack of heat in North India which effected it’s sales in the peak season. This year the season started early and in southern India weather has been pretty fickle.
When we do a Business model analysis. I have several questions in my mind.
How does the company produce adequate Inventory? Do unseasonal rains reduce the consumption ? and many more. These are the things which effect my EPS.
Again as I mentioned in my post it’s strictly for history buffs.
Disclosure: May or May not hold positions in stocks discussed.
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