Why investing is not easy:
- Investors focus on forecasting demand and opportunity size for industry without differentiating between businesses with barriers to entry and those without barriers to entry.
- Investing in a business without barriers to entry is tricky, especially if one is investing when the industry is doing well.
- Noise in the form of “News” regarding the industry puts pressure from a behavioural standpoint.
In this video, Rohan Samant, Assistant Portfolio Manager, Multi-Act Equity Consultancy Private Limited, helps you understand these issues and how one could approach businesses without barriers to entry and make the investing decision simple.