Top Down Public Markets Analysis

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December 02, 2024

by a searcher from Northwestern University - Kellogg School of Management in Miami, FL, USA

In case anyone finds this useful, I'm sharing a top down market analysis on all US public companies to identify industries with good characteristics for revenue growth, net margin, asset rotation (capital intensity).

I'm hoping that public market behavior will be somewhat informative on private markets and will show the particular dynamics of each industry. Please feel free to post your questions, comments and suggestions for improvement.

Cheers,

https://1drv.ms/x/c/19b583197ffa1ef3/EfzM9OESOcJHgc4xSwekDisBGCK0r4S8q-1AG9wXl9Uuow?e=zefSNc

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Reply by a searcher
from New York University in Miami, FL, USA
Thank you for sharing Andres. Very useful information
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Reply by a searcher
from The University of Chicago in Houston, TX, USA
Very cool - thanks for sharing!
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+7 more replies.
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