A Reason to be Bullish; Industry Maps

There is hope for America. We have the lowest energy costs in the world (electricity).  See both sides of boom and gloom.

Industry Maps

Gold Industry Map A reader submitted this–giving him a $2,000 prize (Actually, on Amazon New, the book is offered at $3,500).

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


Measuring_the_Moat_July2013  See page 12 for an example of an Industry Map of the Airline Industry.

Value Investing Program at Columbia University   If you still want to learn how to do an industry map, go here and pay $80,000 per year for the value investing program.

I will wait and see if any other readers wish to submit a gold industry map, then next week we move onto valuing a company.

A great interview of a resource investor, Rick Rule. http://www.sprottglobal.com/media/46263/rick_rule_q_a_march_18_2014.mp3

Have a Great Weekend!

Via CSinvesting