5 Comments
Sep 8Liked by Kevin

Thanks for a very interesting article, Kevin. A perfect match with the most recent podcasts of JongBeleggen ;) Just wondering, do you have the ranked list of all the 96 industries as well?

Expand full comment
author

It's on the site from Damodaran, but I'll send it to you!

Expand full comment
Sep 11Liked by Kevin

Thanks for sharing!

Expand full comment
Sep 7Liked by Kevin

The length of this article is more favorable and I have read it to the end :-)

I disagree that restaurants and hotels are more cyclical than utilities, but I believe this is just a subjective interpretation about cyclicality. I would go for Booking rather than Rio Tinto. Whereby the latter currently has upside, of course. In the long term....

Expand full comment
author

Thanks! Yep, just wanted to emphasize the level of cyclicality as opposed to a yes/no question: Is it cyclical. Need to look into booking more to see if it qualifies a deeper look...

Expand full comment