I have usually looked at tech, real estate, and SaaS sector. I’m interested in reading some more 10Ks for companies in other sectors to get a better understanding of their business models (Revenue build, unit economics, margin structure) and KPIs.
Industries I’d be interested in are consumer/discretionary/retail, financials/fintech, energy/natres, media/telecom, industrials (manufacturing), and healthcare
any recommendations for conventional companies (nothing too niche)?
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I'd go for a range of business models and go after the biggest businesses that are begin disrupted the most currently.
Six Flags, Cedar Fair, United Healthcare, Shake Shack, Starbucks, BDCs (Owl Rock, Oak Tree Specialty Lending), Banks (BAML, JPM, GS, MS), LVMH, Tapestry, Dig into the Hertz Bankruptcy, United Airlines, American Airlines, Telecom - dig into Reliance and Jio (Reliance is public and a lot of the information on Jio which is actually a telecom play more so than a tech play at this stage is public), ExxonMobil, Chevron.
Just go look for the big market cap names that everyone knows LOTS more coverage and more opportunity to learn when everyone knows who you are. Then you can have something that jumps out at you about what they are doing and get more niche then.
Hey, thanks. This is actually really useful, especially the atypical slate of companies. Never realized Owl Rock was actually public... had only heard of their credit fund.
I gave a banana. I don't know why someone gave a downvote...
Haha who cares. Let me know how else I can be helpful. Probably someone who didn’t underwrite Jio lol. The upside is mostly tech, the solid returns are still telecom. Only mention it as it is one of the coolest transactions from a revenue build. A lot going on, a lot of upside. There is some great ER on Reliance that gets into the weeds more publicly available than one of the funds underwriting materials.
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