Harnessing Megatrends: How Industry Tailwinds Shape Long Term Value Creation

Ravi Dharamshi shared his playbook on harnessing megatrends for non-linear wealth creation at the 8th Value Investing Pioneers Summit. (link)

He explained how megatrends are identified, and how beneficiary sub-sectors and companies are assigned probabilities of success by using a unique blend of top-down and bottom-up thinking.

In the context of managing the part and parcel volatility and sensitivity of such new megatrends, he also talked about keeping an eye on macros such as regulations, technology cost curves, unit economics and levels of adoption, allowing one to adjust probabilities, guiding better investment decisions.