I am just starting industry research and will select a few attractive areas to write theses. The Endurance webinar on industry research mentions crossing out too competitive/ overrun industries.
What popular search industries are overpopulated with LMM, strategics, or searchers?
What industries are investors already oversupplied on in their portfolios?
What resources are you using to gauge competitiveness and likelihood of acquisition?
It would be great to avoid overrun industries before a deep dive.