When Electronics Must Not Fail
A French Critical, Tech Monopoly In Its Niche
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Hidden Market Gems
Hidden Market Gems is a problem-centric equity research lab. We start from a real bottleneck in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.
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Equity / Problem / Thesis-Driven Analysis
Mega Trends, market leaders, sector insights.
Here are some good equity I came across. Feel free to steal my ideas!
Short, unconventional observations, mental models, and contrarian angles I don’t want to lose.
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