Great post over at Abnormal Returns relating to what he (she?) calls proxy investing. Essentially, it's finding a favorable trend, then figuring out what companies will benefit from that trend. Essentially, that company you invest in, is a "proxy" way to invest indirectly in the trend itself.A checklist is provided so that you can analyze your chances of using this profitably.
I highly recommend you take a visit over there, and perhaps add this bit of wisdom to your investing scrapbook.
JW
The Confused Capitalist
No comments:
Post a Comment