Skip to main content
This guide covers researching a whole sector rather than a single stock. Use it when you want to understand an industry, find the best names within it, or get oriented in a space before picking individual companies. The Skills behind this workflow are Sector Radar and Deep Research.

​
When to use this

  • Entering a new sector and wanting the lay of the land
  • Finding the strongest companies within a theme
  • Understanding what is driving a sector’s moves
  • Building a shortlist to research individually

​
Step 1: Map the sector

Start with a scan to see the structure:
This gives you the shape of the sector: who is winning, who is lagging, and why.

​
Step 2: Understand the drivers

Go a level deeper on what moves the whole group:
A sector’s leaders only matter if you understand what they are leading on.

​
Step 3: Build a shortlist

​
Step 4: Go deep on the best names

Hand the shortlist to single-stock workflows:

​
Common mistakes

  • Confusing the hot name with the best name. The most-discussed company is not always the best investment in the sector.
  • Skipping the drivers. If you do not understand what powers the sector, you cannot judge which companies are durably positioned.
  • Casting too wide. Define the sector precisely; “AI” is not a sector, “AI data center infrastructure” is closer.

​
Prompt variations