Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

S9 EP 24 MS Counterpoint Market Notes

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  • We publish some of our favorite charts that have gone unused or been lost in the shuffle.
  • We place the pictures in five categories: overall valuation, empirical regularities, capital intensity of big energy versus big technology, corporate performance, and investment management.
  • Some challenge conventional wisdom, including the capital intensity for energy versus technology companies, the economic returns by company age, and the time horizons for mutual funds.
  • Others address empirical observations that remain unexplained, such as scaling law.
  • And a handful—the market capitalization-to-GDP ratio and sales growth rates—compel a nuanced view.
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    Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your WalletBy Eric Clark

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