GETTING STARTED IN CONSUMER DISCRETIONARY

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I - GETTING STARTED IN CONSUMER DISCRETIONARY
Chapter 1 - CONSUMER DISCRETIONARY BASICS
CONSUMER DISCRETIONARY 101
GETTING TO KNOW THE CONSUMER DISCRETIONARY SECTOR
Chapter 2 - THE HISTORY OF THE CONSUMER DISCRETIONARY SECTOR
THE EARLIEST AMERICAN CONSUMERS
THE BIRTH OF THE MODERN CONSUMER DISCRETIONARY SECTOR
Chapter 3 - CONSUMER DISCRETIONARY SECTOR DRIVERS
ECONOMIC DRIVERS
POLITICAL DRIVERS
SENTIMENT DRIVERS
II - NEXT STEPS: CONSUMER DISCRETIONARY DETAILS
Chapter 4 - CONSUMER DISCRETIONARY SECTOR LANDSCAPE
GLOBAL INDUSTRY CLASSIFICATION STANDARD (GICS)
GLOBAL CONSUMER DISCRETIONARY BENCHMARKS
AUTOMOBILES & COMPONENTS INDUSTRY GROUP
RETAILING INDUSTRY GROUP
MEDIA INDUSTRY GROUP
CONSUMER DURABLES & APPAREL INDUSTRY GROUP
CONSUMER SERVICES INDUSTRY GROUP
Chapter 5 - CHALLENGES IN THE CONSUMER DISCRETIONARY SECTOR
CHALLENGE 1: GROWING PROFITS IN MATURE MARKETS
CHALLENGE 2: MANAGING VOLATILE DEMAND
CASE STUDY: CALLAWAY GOLF
Chapter 6 - HOUSEHOLD DEBT—MYTHS AND OPPORTUNITIES
HOUSEHOLD DEBT IN DEVELOPED MARKETS—BASICALLY A VERY USEFUL TOOL
TREMENDOUS OPPORTUNITIES IN EMERGING MARKETS
CASE STUDY: BRAZIL’S CREDIT-DRIVEN CONSUMPTION BOOM
III - THINKING LIKE A PORTFOLIO MANAGER
Chapter 7 - THE TOP-DOWN METHOD
INVESTING IS A SCIENCE
EINSTEIN’S BRAIN AND THE STOCK MARKET
THE TOP-DOWN METHOD
TOP DOWN DECONSTRUCTED
MANAGING AGAINST A CONSUMER DISCRETIONARY BENCHMARK
Chapter 8 - SECURITY ANALYSIS
MAKE YOUR SELECTION
A FIVE-STEP PROCESS
IMPORTANT QUESTIONS TO ASK
Chapter 9 - CONSUMER DISCRETIONARY INVESTMENT STRATEGIES
STRATEGY 1: ADDING VALUE AT THE INDUSTRY AND SUB-INDUSTRY LEVEL
STRATEGY 2: ADDING VALUE AT THE SECURITY LEVEL
STRATEGY 3: ADDING VALUE IN A CONSUMER DISCRETIONARY SECTOR
DOWNTURN
HOW TO IMPLEMENT YOUR STRATEGY
Notes
About the Authors
Index

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关键词：Discretion Consumer getting Started Start