2022年2月7日 2022年2月7日

Getting up to speed on TMT / Consumer

RE
Investment AnalystinRE - Comm
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About to start interviewing at a小的TMT/Consumer L/S fund from a non-TMT/Consumer role. Any recommendations for how to get up to speed on the overall landscape? Books / primers / podcasts / etc would all be appreciated.

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  • PE
  • Associate 2inPE - LBOs
  • Anonymous
1y

That's such a remarkable broad space I would do two things:

  • 类似公司的13F，写下〜20个您看到的常用名称（例如，Confluent），在“10k, and write down a summary in your own words of what they do plus look up their multiples and basic rev /ebitdavalues. Should take <10 minutes each for a 3-4 hour exercise.
  • Pick ~3 companies to go deep on. Not necessarily a fullpitch, but enough to talk about a few different spaces, for example, application software, an e-commerce niche, and one other. Take ~2h each.

This should take one weekend day and probably get you up to speed pretty quickly.

Authored by:认证的私募股权专业人员 - 二年级合伙人 Certified Private Equity Pro
  • 8
1y
devita, what's your opinion? Comment below:

Have a ton of consumer/TMT实例探究。DM我如果有兴趣

  • 3
  • 2
1y
silver85, what's your opinion? Comment below:

Not sure why I can't dm you. Can you dm me?

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1y
TheBuellerBanker, what's your opinion? Comment below:

Also educate yourself on tech-enabled consumer companies as I'd imagine a fund with aTMT/Consumer focus would inevitably find itself focusing on companies which fall within that sub-sector. Also regularly read Bloomberg Technology for your stream of tech-focused news and things like the R&T section of theFT或像这样的公司发布的消费者报告Deloitteetc.

But also important is to identify the areas ofTMT和消费者基金的重点。TMTis super broad and effectively covers three industries while Consumer is incredibly broad in itself. Once you've identified their focus, you can narrow down your studying.

  • 2
1y
Fill-or-kill, what's your opinion? Comment below:

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