Deep Value Cyclicals
topic on 1 show · 1 statements across 1 episodes
1 statements about Deep Value Cyclicals, every show
Baid: Checklists must differ between commodity cyclicals and secular growth stocks
“The primary checklist items you look at when evaluating deep value cyclicals or commodities is very different from the primary checklist items you look at when you're evaluating high quality secular growth stocks, where the quality of business and the quality …”