Industry Modeling Experience
I would like to learn how to create, and maintain, stronger and more complete industry models. No one one my team really does anything like this (except for someone in my analyst class who thinks slapping together some random internal data into a TAM has the same effect).
I don't know how to subquote in the discussion but this was from a HF forum:
"In terms of how to do it: start with building industry models. I am consistently perplexed at how few analysts have top down models underpinning their work. Being able to show how a company fits into TAM growth x share gains or profit splits within a supply chain are so much easier to internalize for a PM than just showing growth decel'ing slower than street bc of the implied 2nd derivative on 4Y CAGR." - WBuffet-100FactorTilt
If anyone has any good pointers, templates, resources, or just anecdotal experience that is worth noting, I would really appreciate it.
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