Why Value Investing in Technology is Difficult for Generalists

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• May, 02, 2016
• Sundeep Bajikar
• 4SAFEt, Equity Research Process

This chart from my book dissects “Company Fundamentals” into “Business Model” and “Industry Dynamics”. While a generalist value investor would be capable of understanding the business model of a technology company, she may not fully understand the influence that various industry dynamics might have on the company’s business model. This affects the process of assessing […]