the problem with models is that they very much reflect your own...

the problem with models is that they very much reflect your own views. this usually happens unintentionally. to get around this, you should simulate almost every assumption up and down. this is what companys do in studies. however, studies have a major disadvantage - they inevitably have to prove economic viability.

a private investor who looks at one sector in isolation should therefore model the entire industry in order to be able to make the most lucrative investment decision for themselves. i only see this in a few people here at the moment. no matter how you twist and turn it, galan, even with its risks, is and remains the ultimate in this sector for me personally.