Video ID: u-CMWCkCtws
YouTube URL: https://www.youtube.com/watch?v=u-CMWCkCtws
Added At: 13-06-25 21:17:49
Processed: No
Sentiment: Neutral
Categories: Finance, Tech
Tags: stock market, investing, analysis, prediction
Summary
The speaker discusses a step-by-step methodology for filtering out stocks to invest in. They dissect industries into inevitable sectors and choose the top players.
Transcript
so out of 6,000 stocks how do I sort of filter out the stocks that I need to invest in what is that step-by-step methodology now how I choose my 15 stocks is I dissect them into inevitable sectors for example will we move from 5G to 6G to 7g has to happen electric vehicles have to happen AI also has to AI has started now then I look at who is going to win in these inevitable sectors take data center for example I've listed out eight companies in the data centers that can do really well now I have to cut the how many will actually do well versus how many will not do well every industry after Point gets Consolidated to two three ma major Players let's say the energy sector we are heavily a coal dependent nation and India hates that plus India has a goal of becoming 50% green energy by 20130 yes the two big players one of them came out and said by 2047 we will have only renewable energy sources because in green energy your margins are almost 30% abitar whereas in thermal it was 6 7% abitar for Simplicity it's profits if profits are more cash is more if cash is more stock price goes up faster then you