Chapter 12 / 16

Company Moat Dossiers

公司研究必须从业务、客户锁定、认证、竞争结构和反方路径具体展开。

First Deep-Dive Order

Vertiv
Eaton
Bloom Energy
GE Vernova
Solaris Energy Infrastructure
Schneider Electric
Powell Industries
Constellation Energy
Vistra
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: