Chenhao Limit Up
Use 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.
Darvas Box
Use when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.
Marks Cycles
Use when evaluating markets through Howard Marks-style second-level thinking, credit cycles, risk premiums, market psychology, and defensive versus aggressive posture.
Gundlach Bonds
Use when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.
Sequoia Founder Market
Use when evaluating startups or growth companies through a Sequoia-style lens: founder quality, market size, product-market fit, distribution, and long-term company building.
Schloss Cigar Butt
Use when evaluating Walter Schloss-style cigar-butt value: cheap stocks, balance sheets, diversification across many bargains, and avoiding glamorous stories.
Ansem Crypto
Use 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.
Livermore
Use when evaluating trend-following trades, pivotal-point breakouts, pyramiding, stop discipline, or whether a liquid market is acting right in a Jesse Livermore style.
Shihanbing Macro Interest Analysis
Use 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.
A16z Techno Optimist
Use 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.
Icahn Activist
Use when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.
Minervini Vcp
Use when evaluating Mark Minervini-style VCP setups: volatility contraction, tight price action, moving-average alignment, relative strength, breakout trigger, and structural stop placement.
Placeholder Token Networks
Use when evaluating crypto networks through a Placeholder-style lens: open networks, token investment frameworks, network participation, and long-duration crypto network ownership.
Hindenburg Investigation
Use when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.
Buffett
Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
Ptj Macro Trend
Use when evaluating Paul Tudor Jones-style macro trend trades: major turning points, trend confirmation, risk control, stop discipline, liquidity, and not losing big.
Dalio Principles Allweather
Use when evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.
Nick Sleep Scale Economies
Use 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.
Lynch Growth
Use 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.
Hohn Concentrated Quality
Use when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.
Seykota Systematic Trend
Use when evaluating Ed Seykota-style systematic trend following: mechanical rules, long-term trend capture, small losses, position sizing, whipsaw tolerance, and emotional discipline.
Greenblatt Special Situations
Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.
Cathie Wood Innovation
Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.
Dengxiaofeng Cycle Industry
Use 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.
Graham Net Net
Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
Fengliu Reverse Weakhand
Use 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.
Munger
Use when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.
Druckenmiller
Use when evaluating top-down macro trades, liquidity regimes, currency/rates/equity themes, concentrated risk-taking, and quick loss-cutting in a Stanley Druckenmiller style.
Cryptocred Structure
Use when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.
Duanyongping Benfen Value
Use 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.
Burry Asymmetric Contrarian
Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
Oneil Canslim
Use when evaluating growth stocks through O'Neil CAN SLIM: earnings acceleration, relative strength, institutional demand, market direction, base quality, and breakout discipline.
Arthur Hayes Liquidity
Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
Einhorn Forensic Short
Use when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.
Serenity
Use 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.
Qiuguolu Value Quality
Use 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.
Ackman Concentrated Activism
Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
Multicoin Thesis Vc
Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
Founders Fund Contrarian
Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.
Delphi Thematic Crypto
Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.
Coleman Tiger Growth
Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.
Danbin Longterm Compounder
Use 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.
Klarman Deep Value
Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
Cobie Cycle Filter
Use when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
Li Lu Value
Use 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 Hedge
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
Paradigm Crypto Research
Use when evaluating crypto protocols through a Paradigm-style research lens: mechanism design, protocol fundamentals, L2/MEV/incentives, and research-driven crypto investing.
Muddy Waters Forensic
Use when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.
Hsaka Crypto Ta
Use when evaluating crypto charts through an Hsaka-style technical lens: market structure, trend, invalidation, leverage discipline, and narrative-aware timing.
A16z Crypto
Use when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing.