Topic: Process
2 posts tagged “Process”.
From Megatrend to Position: A Complete Process
Ravi Dharamshi's five-stage process adds two layers ahead of the usual analysis — a structural megatrend and a clear inflection point — so capital is committed where a durable shift meets the right business at the right price.
The Xinpu Method: Ride the Donkey, Watch for the Horse
Gui Jiang applies Graham–Buffett principles to China's market with four original twists — including keeping most of the portfolio in steady "donkeys" while holding cash ready for the rare crisis "horse".