Sectors
Taylor is buying a new TV. He might help us and stay in the ‘Consumer Discretionary/Computer & Electrical’ subsector by going to Best Buy or Radio Shack, or maybe hh gregg. But his first port of call is just as likely to be eBay. His neighbour might recommend Costco or Sears. He gets offered a good deal by Amazon...In the end, accompanying his wife on the weekend shop, he opts for Wal-Mart. Vox Pop Investing was established specifically to help investment professionals keep track of changing consumer behaviour. Whole sectors come and go, or morph into something else. The world has shifted from ‘manufacturer push’ to ‘consumer pull’. The speed and frequency of change makes Predictive Consumers a new source of data and investible ideas.
Investors buy companies. Consumers buy brands. Vox Pop Investing bridges that gap. Data is collected at the individual brand level and ultimately made available to investors on a per name basis.
