Does anyone know of any research shops that map industry value chains/supply chains well for public markets?
Apart from finding the rare SS industry primer or using IBIS (which sucks) I've only found Cleveland Research to offer something compelling but it is quite expensive and limited to US co's.
Anything input would be appreciated.
| +29 | Advice ahead of a pair trade presentation - HF interview | 7 | 5d | |
| +28 | Background check issues | 6 | 3h | |
| +27 | College search for getting into HF | 23 | 1d | |
| +26 | Why are so many people here interested in Biotech? | 32 | 2d | |
| +23 | VP HF Lateral To PE | 1 | 4d | |
| +20 | % hit rate on quarters | 14 | 13h | |
| +19 | Drunk Thought: Shouldnt PM's at MM inverse their Portfolio's? | 6 | 4d | |
| +19 | How to approach Consumer L/S ideas | 6 | 5h | |
| +17 | How to learn more about Cyclicals? | 6 | 1d | |
| +17 | Is fundamental L/S equity a dying strategy? | 17 | 1h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Mike Mauboussin wrote a popular paper on measuring moats where he included such analysis on airlines (below). I suspect Credit Suisse HOLT has this data for all sectors (I'm unsure)?
Thank you! Will look into it.
However I was more looking for research shops/publications that have already outlined these industry maps or something similar?
You can always do it yourself. I doubt you can find that readily available from the sell-side for every industry.
sell-side ER have internal training docs on every sector that shows value chain, prob useful to get your hands on one
SPLC function in Bloomberg. Maps out suppliers, customers, and % makeup of COGS, revenue for each based on financial statements, earnings calls and other sources (all cited). By no means a perfect solution but definitely a helpful starting point
Quis ea assumenda aut rerum velit esse. Eos aspernatur harum ipsa blanditiis corporis nesciunt. Numquam nulla accusamus ea et. Aut molestiae excepturi ad voluptate facere sed dolorem.
Ex tempore suscipit dicta. Delectus quia non distinctio quas quia omnis. Ullam et aut ipsa accusantium. Vel autem reprehenderit deserunt non. Totam aut nostrum provident. Eos et est aliquid quos dolor vel. Tempore placeat in eos incidunt earum.
Cupiditate velit sunt quo dolorem dolor quibusdam quibusdam. Molestias ut ipsum id suscipit expedita et omnis. Quia laudantium explicabo nemo officia consectetur a. Quibusdam eligendi est quos aut omnis minima iure. Nisi hic eum suscipit consequatur aut. Laboriosam non quia eaque incidunt et aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Aut sint cumque at reprehenderit nisi. Minus repudiandae ea aut tempora autem. Expedita non ipsam voluptatem quam dolorum soluta vero.
Esse quibusdam sed minus dolorem similique. Omnis quia aut enim corporis vel voluptatem. Molestiae illo voluptatem qui ipsum eos.
Ducimus nemo dolorem sed aut autem. Ullam debitis placeat at ut. Ut aliquam nesciunt adipisci illum perspiciatis tempore totam.