@EvanWritesOnX Brother can you please suggest some books/references to study game theory from a practical point of view. Your analysis of these geopolitical events through the lens of game theory is truly eye opening.
@AI_Feb21@sahil_vi Let's say you know there is going to be a sustainable tailwind in a sector for long term (example may be defence,saas industry ,qsr ).Then how do you screen companies in the value chain of the whole industry ? How do you know in which companies to bet in the whole value chain?