La recherche en investissement dans la perspective d'un actionnaire de long terme
Un cadre à la Buffett qui dissèque la qualité des entreprises, les remparts concurrentiels et la valeur intrinsèque de l'IA, de la technologie et des actions mondiales — avec une lecture claire de la marge de sécurité.
Cancer · Rare Disease · Hard-to-Treat Frontiers
108 titresTargeted / immuno / cell / gene / nucleic-acid / radiopharmaceuticals: a map of the frontier therapies attacking high-unmet-need diseases, with the global and Chinese players building them
Niche Champions Across Every Industry
90 titresCompanies that own a narrow track, ranking first or top-three globally and holding real pricing power: niche champions in critical links of the chain. The framing follows Hermann Simon's "hidden champions," but relaxes his size and obscurity thresholds (no cap on size, no requirement to stay low-profile). What counts is how narrow the track is and how deeply entrenched the position, laid out across eight functional domains.
Serenity's Bottleneck Investing Method
43 titresA retail "optical-comms bottleneck hunter" abroad and her five-factor framework, plus the chokepoint names she has called out publicly across industries