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REDDIT

You get comfortable researching a sector you know nothing about without spending a year on it?

G
Jun 24, 2026 · 13:07

Most of my portfolio is in two or three industries I understand from my job and keep passing on good companies in sectors I've never studied. Every time I branch into something in the semiconductor industry, I get buried in vocabulary and cycle quirks and give up. How do you ramp up on a new sector without spending a year on it?