Today we are going to take a look at how a Consultant thinks about problem solving. After this exercise, my goal is that you understand that having a global perspective of the world is crucial when trying to become a good investor. Also, I hope that you follow this progress when evaluating companies:
- Evaluate the general market.
- Evaluate the isolated stock in the market.
We are going to go through a real case that I had when I participated in a workshop with a very famous american consulting firm. (more…)