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Mrutunjay Rachanaikar

Stealth • 7m

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

Anonymous

Anonymous 2

Stealth • 7m

actually just finished an in-depth sector memo on renewable energy last month. Some of the key points I focused on was Overview of current renewable mix (solar, wind, hydro, etc) and projections for future energy demand, Regulatory landscape and impact of government policies, Economic modeling of LCOE competitiveness vs traditional energy sources, ending with some renewable sources.

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