Industry Summaries & Investment Theses in a PPM

searcher profile

April 24, 2020

by a searcher from Duke University - The Fuqua School of Business in Mountain View, CA, USA

Hi all,

When writing this section of a PPM, into what level of detail do you dive into for a given industry? How would you structure this overall?

Thanks!

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commentor profile
Reply by a searcher
in New York, NY, USA
^redacted‌ Searches can access IBISWorld industry research reports for free! The industry report has an Executive Summary which condenses main industry trends in a 3-paragraph summary of the industry's last 5 years, current operating environment, and next 5 years forecast. If you have questions, please feel free to message me.
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Reply by an investor
from King's College London, University of London in Dubai - United Arab Emirates
Are you already zoned in to a few industries? Or have are you intent on keeping the search fund criteria at the forefront and then applying it to any business and industry that fits the criteria?
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