Andy and Chris step through our recent essay titled: 4 simple steps to unearth great investment opportunities. They show how great investment opportunities can stem from identifying (i) structural transformations, (ii) the related supply chains, (iii) the competitively protected players, and (iv) those with valuation upside. (Apologies for the handful of audio gremlins in the recording this month).#InvestmentOpportunities #StructuralTransformations #DurableAdvantages #ValueInvesting #LongTermCompounding #AlternativeAssets #AI #CleanEnergy #DigitalMarketing #SupplyChains #Undervalued
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