What is ValueChain Investing?

This is a blog about different Value Chains and the best investment ideas within these Value Chains. What are Value Chains? In my view, value chains represents the relationship between different companies in a given industry or sector. Why is it important to understand Value Chains? Because the best way to understand a business is to examine how it interacts with other businesses including suppliers, customers, competitors, etc. Why should you subscribe? My goal is to help you understand businesses better in order to make better investment decisions.

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Goal of this newsletter is to help you make better investment decisions by sharing an understanding of different business models and how companies in a given industry interact with each other. Specific investment ideas will also be highlighted.

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