Greetings. I'm seeking to source ideas from the wisdom of the crowd. Following a Peter Lynch approach, I've been exploring niche or premium/luxury industries with 1-2 dominant players due to industry consolidation and brand loyalty. The fewer competitors, the better. Let me provide some examples:
- Nvidia (Prior to AI/Crypto boom): Before entering the spotlight, Nvidia was in a niche industry (GPUs for PC gaming) with little competition and selling products that could be considered in an enthusiast/premium-tier.
- Garmin (GRMN): Garmin holds a robust position in the niche sport watches segment, boasting around 40% market share (but facing fierce competition at the macro level). They offer premium products and enjoy significant brand loyalty.
- Shimano (7309): I think in categories beyond entry-level; all the bicycle manufacturers/designers use Shimano and SRAM parts. Recently started in the hobby but I have the impression that having Shimano component could make-or-break a sale.
Other (not validated) ideas: OLED (as OLED technology it´s getting mainstream), CUERVO (Tequila industry), perhaps Herman Miller and Steelcase in the premium office chair segment?, Dolby (audio technology) and potentially Sonos in the future. Games Workshop (GAW, one of the best stocks in the last decade) in board games.
I'd love to hear from you. What other industries and players fit a similar profile?
[link] [comments] https://www.reddit.com/r/stocks/comments/13qwbv2/looking_for_niche_industries_with_dominant/
Login to add comment
Other posts in this group
Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.
Why quarterly? Public comp
When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to
Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec
I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co
Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g
Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate
