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Has anyone written any Investment memo on a sector.?? If yes please share you go to go points while writing one

Anonymous

Anonymous 1

Stealth • 7m

My key diligence areas were around the talent crunch facing the sector, raw material supply constraints, and the fragmented nature of the industry outside a few giants.

0 replies1 like

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Talent management, customer experience and accelerating innovation are the top priorities across industries in 2024. Cost mitigation and supply chain resilience takes a back seat. Competitive differentiation will strengthen as a result.

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