top of page

Four Key Factors to Consider When Assessing Investment Opportunities

Investing can be a tricky business, but there are a few key things to keep in mind when considering potential investments. In just two minutes, you can assess an investment opportunity by analyzing four key factors: the idea, the consensus view, your variant perception, and a trigger event.


The Idea

This refers to the underlying concept or business model of the investment. It's important to understand the idea behind the investment, as well as any potential strengths and weaknesses. For example, an idea for a new mobile app might be to create a social network for dog owners. This idea has the potential to be successful if executed properly, but it's important to consider factors such as competition, target market, and revenue streams.


The Consensus View

This refers to the prevailing opinion among experts or analysts about the investment opportunity. For example, the consensus view among analysts might be that a particular stock is overvalued or that a particular industry is facing headwinds. It's important to consider the consensus view, but also to look for opportunities where you have a different opinion or view.


Your Variant Perception

This refers to your own unique perspective or insight about the investment opportunity. It's important to have a variant perception, as this is what can give you an edge in the market. For example, you might have a variant perception about the potential of a new technology, or you might have insight into an emerging market that others have overlooked.


A Trigger Event

This refers to a specific event that can potentially cause the investment to increase or decrease in value. It's important to identify potential trigger events and consider how they might impact the investment. For example, a trigger event for a stock might be the release of a new earnings report or the announcement of a merger or acquisition.


Example

Let's look at an example: You're considering investing in a startup that specializes in producing plant-based meat alternatives. The idea behind the company is to create a sustainable and environmentally-friendly alternative to traditional meat products. The consensus view among analysts is that there is growing demand for plant-based products, but also a lot of competition in the market. However, your variant perception is that the company has a unique production process that gives them an edge over competitors. A potential trigger event could be a major restaurant chain announcing that they will be adding plant-based options to their menu.


Conclusion

Investing is all about assessing the idea behind an investment, considering the consensus view, identifying your own variant perception, and looking for potential trigger events. By doing so, you can make informed decisions about which investments are worth pursuing, and which ones to avoid. Remember, having a variant perception is key – if everyone else sees an opportunity in the same way, it's likely that the market has already priced it in.

Comments


bottom of page