One Investment Strategy
by Jeffrey Ubben
One way Peter Lynch does really well is to figure out how else to make money on a good idea. Look right down the industry structure and figure out the other ways that this particular information can generate an edge. In our portfolio today, we identify a theme – say consumer-driven health care – and then we try to figure out where all the opportunities are.
Source: http://www.valueinvestorinsight.com/
