Industrial Sector Primers/Research
What are some good primers or research publications to read to get up to speed/stay up to date on the Industrials sector? I recognize that it's a very broad category (A&D, Packaging, Materials, Manufacturing, etc) but is there any one resource that covers a large chunk?
Ah, the industrials sector, a vast jungle of machinery, innovation, and cyclical trends! To get a grip on this behemoth, you'll want to dive into resources that cover the breadth and depth of the field. Here are some pointers based on the most helpful WSO content:
Industry Reports and Primers: Look for comprehensive industry reports from major investment banks like Goldman Sachs, J.P. Morgan, and Morgan Stanley. These often provide a solid overview of various subsectors within industrials.
Trade Publications: Publications specific to the industrials sector, such as 'Industry Week' or 'Manufacturing.net', can be invaluable. They often have insights into trends, new technologies, and regulatory changes.
Consulting Firm Insights: Firms like McKinsey, BCG, and Bain regularly publish reports on the industrials sector that can be quite enlightening.
Equity Research: If you have access, equity research from brokerages can give you a current and in-depth look at the sector, including company-specific analysis.
Networking: Don't underestimate the power of good old-fashioned networking. Talking to professionals in the field can give you real-time insights that publications may not capture.
Conferences and Trade Shows: Attending industry events can provide a wealth of information and the opportunity to see the latest innovations firsthand.
Remember, while there might not be a single resource that covers everything, a combination of these should give you a comprehensive view of the industrials sector. Keep your gears oiled and your sensors tuned, and you'll be an industrials expert in no time!
Sources: Long term, concentrated, deep fundamental investing, Keeping Up with the Zuckerbergs (Learning About/Staying Up-to-Date on the Tech Industry), TMT prep, Keeping Up with the Zuckerbergs (Learning About/Staying Up-to-Date on the Tech Industry), Getting smart in industry for interviews
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