長期的なオーナー視点による投資リサーチ
バフェット流のフレームワークで、AI・テクノロジー・グローバル株式のビジネスの質、堀、本源的価値を一つひとつ読み解き、安全マージンを明確に示します。
Cancer · Rare Disease · Hard-to-Treat Frontiers
108 銘柄Targeted / 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 銘柄Companies 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 銘柄A retail "optical-comms bottleneck hunter" abroad and her five-factor framework, plus the chokepoint names she has called out publicly across industries