全球化时代，找到下一只独角鲸的最好投资路径是什么？

Core Insights - The article discusses the historical significance of a 1620 investment in the Mayflower voyage, which is viewed as a classic example of successful risk investment, leading to the establishment of the United States and its current GDP of $30 trillion [3] - ATM Capital, founded by Qutian, has emerged as a prominent player in the venture capital space, particularly focusing on Southeast Asia, and has successfully invested in companies like J&T Express [4][6] - The firm aims to replicate its successful investment strategies in Southeast Asia across other emerging markets such as Latin America and the Middle East, leveraging a combined population of nearly 2 billion and a GDP of $14.7 trillion [4][9] Company Overview - ATM Capital was established in 2017 and has quickly gained recognition for its investments in high-potential markets, with J&T Express being its first project [4] - The firm emphasizes a systematic approach to investment, focusing on the entire lifecycle of global enterprises and adapting its strategies to various emerging markets [4][14] - Qutian's background in technology and product management has shaped ATM Capital's investment philosophy, prioritizing early-stage opportunities in markets with significant growth potential [6][10] Market Insights - Emerging markets are characterized by high growth potential, a large young consumer base, and structural advantages in offline channel development [7] - The digital economy in these markets is transitioning into a new phase focused on quality improvement and profitability, with increasing e-commerce penetration and innovative retail formats like live-streaming commerce [7] - ATM Capital's strategy includes identifying and addressing supply gaps in emerging markets, which share structural similarities with Southeast Asia [9] Investment Strategy - The firm believes that successful venture capital relies on entering markets at the right time and accurately identifying significant opportunities [9][10] - Qutian emphasizes the importance of thorough research and planning before entering new markets, advocating for a strategic approach rather than blind expansion [11] - ATM Capital has developed a localized knowledge database to provide precise market guidance and support for companies in key markets like Indonesia, Mexico, and Brazil [14]