There was a blog, and there were three more...with a total of six posts. This is my fourth effort at blogging and, hopefully, a way for me to both write for a public audience and to develop my own equity research skills.
I currently work at a federal banking agency in New York and am unable to write about the sector with which I have the most experience. While a challenge, this will also prove to be a opportunity to think in depth about other sectors.
My philosophy about particular companies and their long-term prospects is relatively simple: innovative, efficient producers and sellers in macro-economically viable industries will always make money. Realizing that this is a simple statement and almost patently obvious, I will focus on the various parts in reverse order. I will look at industries with what I believe, at first glance, are compelling factors for future growth, see if my first impression is correct, then identify and discuss the very best companies in those industries.
This is the plan, check back for the execution.
