5 Tweets 2 reads Jun 24, 2024
@soicfinance 1/5.
Monopoly: A single company dominates the entire market. (Concor, Railways)
Duopoly: Only two companies have significant control over the market. (Zomato, Swiggy)
Oligopoly: A few companies control the majority of the market share. (Glass Packaging, Telecom)
@soicfinance 2/5
As Indians grow financially, discretionary spending will rise. With limited avenues outside of food, keep an eye on the entertainment sector—monitor quarterly results and earnings calls.
@soicfinance 3/5 In the same sector, sub-sectors can vary greatly. For example, in pharma, Neuland, Natco, and Laurus may seem like peers, but their driving forces and philosophies are distinct.
@soicfinance 4/5 Ride the wave, but be cautious of exits in cyclical or those benefiting 4m external factors(Avanti). Apply Porter's 5 Forces to gauge industry & entry barriers. In growing monopolistic industries, competition is inevitable. Industry analysis & Vstop are your best friends.
@soicfinance 5/5 P2P analysis can provide simple yet crucial insights that isn't always obvious when studying companies individually. Start top-down, exploring the industry & competitors, read DHRP and industry reports. Everything is available with a simple search—just follow the process!

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