Respectfully, if one is unable to study the entire sector over a cycle and not separate the good management against bad ones, they should just avoid the sector.
There have been so many opportunities (2010 AP crisis, DEMON, COVID and now 2024 elections) that can help identify who is lending responsibly, who is diversified in products and geography etc.
Dont just chase the managements which are guiding for 2x the industry growth when the peers are turning cautious.
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