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?
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....
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...
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?
It's on the site from Damodaran, but I'll send it to you!
Thanks for sharing!
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....
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...