VP CHINTAN BAITHAK GOA 2017: Ananth Shenoy: Incremental learning: Capital investment in a industry

Please find attached a presentation I made at The Goa 2017 meet.
The presentation is on my recent learning to study how capital investment is happening in a industry and how it can impact pricing/margins in future.learnings 1.pptx (950.0 KB)


Thanks Anath. Your presentation helps to better understand what Kenneth Andrade says about demand/supply.

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Very well written. The emphasis on supply side factors is very important. Often, markets tend to underweight supply side factors and overweight demand. That is why many “predictions” go wrong. Analyzing supply is one of the best ways to identify moats or emerging moats.

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