If you could cover any sector, what would it be and why?
If you could start over and cover any sector from the start which would it be and why?
Is there a reasonable argument that any one sector particularly positions you well for eventual generalist investment positions?
Bonus: where do you see consumer discretionary fitting into this conversation? I'm considering a position covering this sector and am looking to weigh other perspectives here.
I worked in the automotive industry previously, but dropped back into core finance roles afterwards (this was during the financial crisis). My passion and most hobbies revolve around cars, trucks, ATVs, garages and even motorcycles. When I work on subjects I have a real interest in, it doesn't necessarily feel like work. Also, this industry is undergoing a lot of change and innovation so there is always movement, a change in customer behavior (more green/efficiency), legal framework (AI), and technology.
Might be a Buzzkill for everyone and get monkeyshit for it but I think both the Energy and Utilities are the most fascinating groups.
Jokes on you i haven't been to a party in years!