Core Insights - The focus is on identifying and analyzing companies that can play a significant role in today's geopolitics and leverage their intellectual property to become future leaders [1] - The investment strategy emphasizes growth companies, particularly in the mid-cap segment, across sectors such as biotechnology, computer chips, cloud technology, energy, and commodities [1] - A systematic approach will be employed, including top-down and bottom-up analyses, balance sheet assessments, and stress tests to evaluate the safety of business models [1] Sector Analysis - Biotechnology, computer chips, cloud technology, energy, and commodities are highlighted as key sectors for investment opportunities [1] - Special attention will be given to the risks surrounding business cases within these sectors [1] Investment Philosophy - Long-term capital appreciation is prioritized over short-term speculation, indicating a focus on sustainable growth [1] - The analyst's background in communication and business administration supports a comprehensive approach to research and analysis [1]