EN / 中文

Chapter 12 / 16

Company Moat Dossiers

Company research must specify the business, customer lock-in, qualification, competitive structure, and bear case.

First Deep-Dive Order

  1. Vertiv
  2. Eaton
  3. Bloom Energy
  4. GE Vernova
  5. Solaris Energy Infrastructure
  6. Schneider Electric
  7. Powell Industries
  8. Constellation Energy
  9. Vistra
  10. Emerald AI

Output Format For Future Automation

Each automated run should produce:

date:
top_changed_companies:
  - company:
    sub_sector:
    new_signal:
    source:
    why_it_matters:
    score_change:
open_questions:
  - question:
    needed_source:
watch_terms_added:
  - term:
companies_to_add:
  - company:
    reason:
companies_to_drop:
  - company:
    reason: