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Richa Agarwal's
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  • Sep 19, 2022 - The Shift in Global Supply Chains Could Unlock Huge Opportunities in These Three Smallcaps

The Shift in Global Supply Chains Could Unlock Huge Opportunities in These Three Smallcaps podcast

Sep 19, 2022

A lot of print space and prime time is wasted on predicting macros and cycles and taking cues from it to pick stocks. This is a highly complicated exercise that no one has been consistently good at.

This reminds me of the famous saying by John Kenneth Galbraith

There are two kinds of forecasters: those who don't know, and those who don't know they don't know.

Instead, if we spend the same amount of time, energy and effort in spotting structural shifts in the economy and industries and companies they could benefit, we would be a lot better off in terms of investment returns.

Today, Im going to talk about one such structural shift, that could create huge wealth for companies in India.

Here are Links to Some Very Insightful Equitymaster Articles and Videos on IPOs.

Richa Agarwal

Richa Agarwal (Research Analyst), Managing Editor, Hidden Treasure has over 7 years of experience as an equity research analyst. She routinely scours the small cap universe for fundamentally strong companies trading at attractive prices. Having degrees in both finance as well as engineering has served her well in analysing business models across the small cap space.

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