[The best trades often start with trends nobody is watching]
Ansem focuses on finding early social trends before the market fully prices them in.
โHow do I find those narratives before they become popular?โ
โThereโs always a company thatโs benefiting from these social trends.โ
โHow do I figure out which companies are attached to these trends?โ
His Take Two example shows the framework. When NBA 2K started gaining ground on NBA Live, that shift in culture created a clear opportunity for the company behind the franchise.
The same pattern appears across entertainment, technology, consumer behavior, and other industries.
People experience these trends in everyday life before they show up in financial data.
Spot the behavior early. Find the company benefiting from it. Position before the crowd catches on.
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@blknoiz06