Buylyst

Published on 08/06/18 | Saurav Sen | 3,624 Words

The BuyGist:

Urbanization has been increasing at a rapid pace over the last few decades. The trend will continue.
But already, many cities are reaching a breaking point - can they accommodate more people and cars?
Maybe, we'll finally move beyond our love for owning cars.
It's useful to split the urban world into Developed and Emerging Countries. Most of the growth will take place in the Emerging Countries.
Some parts of the "Urban Trail" (shown below) will be different when comparing Developed and Emerging cities. The Urban Trail is:
- Work
- Housing
- Transport
- Electricity
- E-commerce
- Waste
Each part of this Urban Trail presents investment opportunities.
Possible candidates are: Caterpillar, Komatsu, Eaton, Daimler, BYD, Alstom, and more.

Why Urbanization?

Because it's happening. I like to find investment opportunities in what I think of as “inevitabilities”. Very few phenomena in the world are truly inevitable, and even fewer are “investable”. Urbanization – or the rapid increase in it – is as close to an inevitability as we can find. Investing in it, however, is not so simple. If you’ve been a subscriber of The Buylyst for a while, you may remember that the Volvo and the Ford theses touched on this topic. But I never explored it in detail. So, here goes.

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