Great article! Can you speak a little bit more about the final sector level calculations? For eg Auto as a sector is heated it seems but it also feels like we are just getting started there with Biden admin bringing a ton of EV incentives in the space. Same thing for solar / clean energy. Side note... $KPLT jeez.. I am certainly diving deep into that one tomorrow to understand the company!
Great article! Can you speak a little bit more about the final sector level calculations? For eg Auto as a sector is heated it seems but it also feels like we are just getting started there with Biden admin bringing a ton of EV incentives in the space. Same thing for solar / clean energy. Side note... $KPLT jeez.. I am certainly diving deep into that one tomorrow to understand the company!
Great article, thank you. Trying to get my head around some of the underlying formulas but that's on me.