About this vault
A personal, evolving research library built to drill from sector theses down to individual company analysis.
ResearchVault is a structured knowledge base. Each sector carries a top-level investment thesis; each sub-sector breaks the sector into segments with distinct economics; and each company is a deep-dive tagged back to its sector and sub-sector. The site is generated from Markdown — adding a new company is one file.
How it's organized
- Sectors — the big themes and the argument for why they matter now.
- Sub-sectors — segments within a sector that behave differently (margins, moats, dynamics).
- Companies — specific names, key facts, the thesis they express, and what to diligence.
This site is an independent analytical exercise for discussion and educational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and it is not legal, tax, or financial advice. All figures are drawn from publicly available secondary sources, are time-sensitive, and may be inaccurate, incomplete, or superseded. Conduct independent due diligence and consult qualified professional advisers before making any decision.