Industry analysis help!

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January 19, 2022

by an investor from University of Victoria in Toronto, ON, Canada

Is there an accredited article or links to find INDUSTRY ANALYSIS for the search fund's search?

Please let me know how I can narrow down my search and look for fragmented and resilient industries in North America.

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Reply by a searcher
from University of California, Berkeley in Seattle Metropolitan Area, WA, USA
When you say fragmented but resilient, how are you defining that? Looking for ways to roll up a few acquisitions? Or an industry that is ripe for verticalization?

I feel as if there are tons of industries that one may call fragmented, but it ultimately depends on where the expertise comes from to improve / operationalize / streamline.

Any insights as to your overall theme/investing thesis?
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Reply by a searcher
from Lousiana State University in Houston, TX, USA
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