I had the opportunity to build my mental model for studying the hospital industry. It taught me the principles followed to analyse the stock in that industry. The different types of capex that an industry undergoes. The variety of revenue mix and the speciality which drives the revenue.
Next steps will be to master the sector in the coming days. I will keep as simple as that. I think reading the valuepickr of those companies will be more important along with listening the con calls and annual reports.
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