Hi Anderson Lots of reading is highly recommended - I enjoy...

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    Hi Anderson

    Lots of reading is highly recommended - I enjoy absorbing as much information as I can when I stumble across an interesting company. You’d be surprised what you can find buried away amidst the hundreds of pages of Annual Reports.

    Like SBW’s March 2020 Annual Report - I just found this for example.

    https://hotcopper.com.au/threads/ann-annual-report.5317486/

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    Intel is a 200 billion USD market cap company for example. And SBW is about 20 million AUD. So something like that stands out to me. And then you research from there, look at the possibility for disruption of existing status quo, test your assumptions. Do you believe the future will be more or less automated? Etc.
 
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