장기 사업가의 시선으로 보는 투자 리서치
버핏 스타일 프레임워크로 AI, 기술, 글로벌 주식의 사업 질, 해자, 내재가치를 하나하나 해부하고 안전마진을 명확히 짚어 드립니다.
Cancer · Rare Disease · Hard-to-Treat Frontiers
종목 108개Targeted / 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
종목 90개Companies 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
종목 43개A retail "optical-comms bottleneck hunter" abroad and her five-factor framework, plus the chokepoint names she has called out publicly across industries