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Picking Winners by Francis Tay

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To get the most out of this book, it is important to understand the approach used in the analyses, the methodology, concepts and frameworks. These have been employed to get the insights from which to make good decisions; decisions on which region, market, sector and industry to focus on, and also to find “Best-in-Class” companies and those with potential.

THE APPROACH

When analysing information and data, the true value comes from gaining insights at the granular level. The more granular the information or data we can obtain, the better will be the quality of the insights. The challenge obviously is how we should manage the vast amounts of granular ...

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