Getting The Full Picture
“Get the full picture” seems like one of those overused clichés in business, which it kind’ve is. I’m sure that if you do even half as much research as we do here at MyWallSt, you’ll stumble across the phrase several times a week.
And 99.9% of the time this phrase pertains to something along these lines:
This company might look good on paper thanks to its growing revenue and rising stock price, but you need to get the full picture/read between the lines/dig deeper — or some other such synonymous phrase.
You’ll then be informed of the massive risks to the business, its mounting debt, the allegations of fraud, etc. And yes, all of this is extremely important if you wish to build a rock-solid portfolio.
However, don’t forget to look at this logic from a more positive slant. Getting the full picture can also involve finding out that your new favorite company actually has far more potential going for it than previously thought.
Which is exactly what I discovered when I stumbled across a rather boring-sounding article from NAAVIK entitled:
Gaming Industry Nearly Twice as Large as Reported
I think the article provides a very good lesson — albeit in the niche gaming sector — that applies to all investors, whether they’re into gaming stocks or not. If you’re super into gaming stocks, like me, then this is going to blow your mind.
If you want the TL;DR before reading:
Industry analysts only take about half of what the gaming sector offers into account when valuing it.
It’s important to read between the lines and spot the various revenue streams that go unnoticed because they add up.
There is a whole lot more money to be made here than previously thought.
You can dive into the complete article on NAAVIK’s website here. Keep an open mind when reading it and think about your own investment strategy, and whether the market sizing approach outlined in the article can be applied to your own investment strategy, and if there’s further research on it.
Interested in any industries that you believe are undervalued? Let us know at firstname.lastname@example.org or on Twitter @MyWallStHQ.