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We’re beyond excited to introduce our Active Research 5.0 framework! What’s changing? We’re leveling up through: • Global integration • Platform-driven research • Ecosystem-led product development Driven by this upgraded research engine, we’re hyper-focused on tracking global innovation and local industrial substitution. By staying grounded in value investing, we... show more
28,392 views • 1 month ago •via X (Twitter)
14 Comments

value investing in tech?

Tracking innovation is easy, execution is what matters

Used to think Active Research was just corporate buzzwords, but tracking the industrial substitution angle makes total sense given current policy.

Global integration sounds nice but domestic tech cycle is where the real alpha is right now

how does the ecosystem-led part actually work in practice?

which tech cycles are you prioritizing first?

Recently found out that they would put medicinal herbs in the beak to keep them healthy as they took care of people. At least that's what i heard personally.

5.0 engine goes hard 📈

Finally moving past pure local coverage. The global integration pivot was overdue.

Amazing

Local industrial substitution focus is key

what metrics define Active Research 5.0 over 4.0?

lfg chinaamc 🚀

5.0 already? what happened to 4.0 lol
