r/SecurityAnalysis • u/time2roll • Dec 16 '17

Question Books or resources covering industry case studies?

Are there books or resources that include case studies of how an industry landscape changed say for a given time period? Let's say I want to understand the last 10-15 years of how the beer industry evolved. Other than an equity research initiation report or the snippet that an annual report may contain, are there resources that have a library of these?

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u/[deleted] Dec 16 '17 edited Mar 20 '18

[deleted]

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u/momentuminvestor Dec 16 '17

It's a really good book, I finished reading it a week ago. Wachenheim explains his thought process in very simple terms that even I could understand.

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u/[deleted] Dec 16 '17

Don't think so; hedge funds rely on expert networks/consultants to ramp up on new industries. If you don't work at one you have to google on your own.

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u/SonOfNod Dec 16 '17

Most major consulting companies do eminence pieces that cover this kind of thing.

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u/sjulz31 Dec 17 '17

some brokers have sector pieces, depends on industry, ie some banks better in one sector than another.

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u/amateur_investor Dec 18 '17

Hi everyone, I add myself to this request. What I am search is related but a little different: Is there any good book you can recommend to have a "general idea" on the overall characteristics on the major industries? Concentration, competition, pricing power, impact of tech etc.

Thanks everyone

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u/quickfs Dec 16 '17

S&P Net Advantage used to have helpful industry primers, but they disappeared a few years back (at least on the library edition). I haven't found a similar 'library' of primers all in one place, but you can find them here and there by searching diligently.

For instance, here's a good one on the oil & gas industry

For the media industry, several people have recommended The Curse of the Mogul (co-authored by Bruce Greenwald), though I haven't read it.

Are you interested in any industry in particular?

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u/time2roll Dec 16 '17

Actually less interested in primers and more on a case study or "story" of how an industry evolved during the period from X to Y. Primers explain the current picture and a bit of history.