this is the fallacy that somehow working in an industry gives one some kind of investing advantage. But do the facts support the hypothesis?Who's got an MBA in packaging??
someone working in an industry may think they have an advantage but because all information has to be publicly available, everyone by definition has to have access to the same information. In other words, there can be no true insider information and if there is someone would be unwise to try to profit from that knowing the risks they're taking.
So the premise of your question is does someone know something the market hasn't already figured out? What makes you think the market doesn't already know everything and has already incorporated it into prices? When new information comes out (i.e., a new technology that will replace use of plastic, with the tradeoffs that go with any alternative resource) then that will quickly be incorporated into prices, likely before you'll be able to act on it.
the question sort of reeks of a desire to want to outsmart the market, which is very common, but unwise. Even if you find a company that has a product doesn't in and of itself make them profitable. There could be a new product but the cost is higher. That would not result in profits unless everyone was either willing or mandated to pay the higher costs resulting in getting off plastics. Plus there can be businesses that seem like they have a good idea, but they can be poorly managed or executed.
Is it really necessary to find a unicorn I guess is my question? Can you not meet your goals by just owning the market instead?
Statistics: Posted by arcticpineapplecorp. — Sun Jan 12, 2025 1:33 pm