@soicfinance 5/5 P2P analysis can provide simple yet crucial insights that isn't always obvious when studying companies individually. Start top-down, exploring the industry & competitors, read DHRP and industry reports. Everything is available with a simple searchโjust follow the process!
@soicfinance 4/5 Ride the wave, but be cautious of exits in cyclical or those benefiting 4m external factors(Avanti). Apply Porter's 5 Forces to gauge industry & entry barriers. In growing monopolistic industries, competition is inevitable. Industry analysis & Vstop are your best friends.
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