“Successful investing is about managing risk, not avoiding it.”- Benjamin Graham

Investing is like watching the paint dry and not like racing the cars, that is why it is called an art and not a sport. However, when it comes to investing in cyclical sectors, one can enjoy it as an art as well as a sport. In cricket, we wait for the right ball to hit it out of the park for a SIX. It’s the same with investing in cyclicals: we wait for the right time to make an entry and a time to exit when we see signs of euphoria. Today, we look at a very interesting Auto Ancillary company that is dealing cards differently and if dealt right it could be a 3 aces type situation.

As the words above tell us, managing risk is the essence of investing right. Be prepared with all the thesis and antithesis pointers. Keep a track of the developments and strike the hammer if and when iron is hot. We have covered the whole sector in depth and laid out the map for you to reach the destination or avoid the route if it is too foggy.

This video covers: 

Auto Sector Overview

Reasons for Success

Sterling Tools Analysis

Thesis & Antithesis Pointers