a16z-cryptoUse when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing.
a16z-techno-optimistUse when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.
ackman-concentrated-activismUse when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
ansem-cryptoUse when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.
arthur-hayes-liquidityUse when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
buffettUse when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
burry-asymmetric-contrarianUse when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
cathie-wood-innovationUse when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.
chenhao-limit-upUse when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.
cobie-cycle-filterUse when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
coleman-tiger-growthUse when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.
cryptocred-structureUse when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.
dalio-principles-allweatherUse when evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.
danbin-longterm-compounderUse when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
darvas-boxUse when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.
delphi-thematic-cryptoUse when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.
dengxiaofeng-cycle-industryUse when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.
druckenmillerUse when evaluating top-down macro trades, liquidity regimes, currency/rates/equity themes, concentrated risk-taking, and quick loss-cutting in a Stanley Druckenmiller style.
duanyongping-benfen-valueUse when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
einhorn-forensic-shortUse when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.
fengliu-reverse-weakhandUse when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.
founders-fund-contrarianUse when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.
graham-net-netUse when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
grayscale-crypto-sectorsUse when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.
greenblatt-special-situationsUse when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.
gundlach-bondsUse when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.
hindenburg-investigationUse when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.
hohn-concentrated-qualityUse when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.
hsaka-crypto-taUse when evaluating crypto charts through an Hsaka-style technical lens: market structure, trend, invalidation, leverage discipline, and narrative-aware timing.
icahn-activistUse when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.
klarman-deep-valueUse when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
li-lu-valueUse when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
libei-macro-hedgeUse when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
livermoreUse when evaluating trend-following trades, pivotal-point breakouts, pyramiding, stop discipline, or whether a liquid market is acting right in a Jesse Livermore style.
lynch-growthUse when evaluating Peter Lynch-style growth stocks: invest in what you can understand, classify the company type, check growth runway, PEG, balance sheet, and whether the story is still improving.
marks-cyclesUse when evaluating markets through Howard Marks-style second-level thinking, credit cycles, risk premiums, market psychology, and defensive versus aggressive posture.
minervini-vcpUse when evaluating Mark Minervini-style VCP setups: volatility contraction, tight price action, moving-average alignment, relative strength, breakout trigger, and structural stop placement.
muddy-waters-forensicUse when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.
multicoin-thesis-vcUse when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
mungerUse when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.
nick-sleep-scale-economiesUse when evaluating Nick Sleep-style long-term compounders: scale economies shared, customer obsession, low turnover, long runway, owner culture, and value creation through lower prices.
oneil-canslimUse when evaluating growth stocks through O'Neil CAN SLIM: earnings acceleration, relative strength, institutional demand, market direction, base quality, and breakout discipline.
paradigm-crypto-researchUse when evaluating crypto protocols through a Paradigm-style research lens: mechanism design, protocol fundamentals, L2/MEV/incentives, and research-driven crypto investing.
placeholder-token-networksUse when evaluating crypto networks through a Placeholder-style lens: open networks, token investment frameworks, network participation, and long-duration crypto network ownership.
ptj-macro-trendUse when evaluating Paul Tudor Jones-style macro trend trades: major turning points, trend confirmation, risk control, stop discipline, liquidity, and not losing big.
qiuguolu-value-qualityUse when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
schloss-cigar-buttUse when evaluating Walter Schloss-style cigar-butt value: cheap stocks, balance sheets, diversification across many bargains, and avoiding glamorous stories.
sequoia-founder-marketUse when evaluating startups or growth companies through a Sequoia-style lens: founder quality, market size, product-market fit, distribution, and long-term company building.
serenityUse when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.
seykota-systematic-trendUse when evaluating Ed Seykota-style systematic trend following: mechanical rules, long-term trend capture, small losses, position sizing, whipsaw tolerance, and emotional discipline.
shihanbing-macro-interest-analysisUse when evaluating macro trends through Shi Hanbing's interest-analysis (利益分析法) lens: trace who benefits from what policy, follow the money, and predict macro direction from incentive structures.
simons-quantUse when evaluating Jim Simons / Renaissance-style quantitative strategies: many weak signals, statistical validation, signal decay, portfolio construction, execution cost, and model risk.
soros-reflexivityUse when evaluating macro dislocations, reflexive feedback loops, policy shifts, positioning squeezes, and asymmetric bets in a George Soros style.
spruce-point-accounting-shortUse when evaluating Spruce Point-style accounting and governance shorts: earnings quality, cash conversion, aggressive adjustments, acquisition accounting, and capital-allocation red flags.
tangnengtong-shortterm-taUse when evaluating A-share short-term technical setups through Tang Nengtong's classic TA lens: volume-price relationships, moving average systems, breakout signals, and short-term momentum entry/exit.
templeton-max-pessimismUse when evaluating John Templeton-style global contrarian value: buy at points of maximum pessimism, search worldwide, and demand a large discount to long-term value.
tepper-distressed-macroUse when evaluating David Tepper-style distressed macro opportunities: crisis assets, policy backstops, capital structure, bank/credit stress, and asymmetric recovery trades.
turtle-tradingUse when evaluating Richard Dennis / Turtle Trading-style breakout systems: Donchian channels, ATR/N-unit sizing, pyramiding, portfolio heat, and fully rule-based trend following.
usv-network-effectsUse when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
watsa-insurance-floatUse when evaluating Prem Watsa / Fairfax-style value investing: insurance float, contrarian allocation, special situations, and conservative downside-focused capital allocation.
willy-woo-onchainUse when evaluating Bitcoin and crypto cycles through a Willy Woo-style on-chain lens: holder behavior, realized value, supply dynamics, and on-chain demand.
yc-early-pmfUse when evaluating early-stage startups through a YC-style lens: talk to users, achieve product-market fit, grow simply, default alive, and avoid premature scaling.
zhanglei-longterm-research-valueUse when evaluating investments through Zhang Lei / Hillhouse Capital's long-term research-driven value lens: deep research, do time's friend, invest in great companies, and actively help them grow.