| name | investment-industry |
| version | 2.0.0 |
| category | financial |
| domain | financial |
| author | oyi77 |
| license | Apache-2.0 |
| subdomain | finance |
| description | Use when industry research and sector rotation for portfolio alpha — TAM/SAM/SOM analysis, competitive dynamics, regulatory tailwinds, and sector timing to beat the market by 5-15% annually. |
| keywords | ["industry","research","market analysis","sector rotation","TAM","competitive dynamics","top-down investing","macro","thematic"] |
| source | ai-berkshire |
| money | true |
| tags | ["investment","industry","finance"] |
Investment Industry Research
When Not to Use
- Simple or one-off tasks — if the task is straightforward, direct execution is faster than structured methodology.
- Already established workflows — follow existing team conventions rather than introducing new frameworks.
- When automation overhead exceeds benefit — for very small scopes, the setup cost may not be justified.
Dependencies
- Python 3.8+ or Node.js 18+
- Access to relevant APIs/services for your specific use case
- Basic understanding of the domain concepts
Commands
Money-Making Overview
Sector rotation is the single most leveragable edge for portfolio returns. Getting the sector right matters more than picking the right stock within it — sector allocation explains 70-90% of a diversified portfolio's returns.
This skill transforms industry research into actionable sector rotation trades with specific entry/exit signals, position sizing, and monitoring cadence.
ROI Track Record: Systematic sector rotation strategies outperform buy-and-hold by 5-15% annually. Top-decile industry analysts earn 25%+ annualized on concentrated sector bets.
Capital Required: $1,000 minimum (sector ETFs or individual stocks)
Time to First Trade: 3-4 hours for full industry analysis, 1 hour/month to reassess
Archetype: Top-Down Macro Investor (Medium Capital, Low Time)
Revenue Streams from Industry Research
| Method | Effort | Return Potential |
|---|
| Sector rotation (Sector ETFs) | 2 hr initial + 1 hr/month | 5-10% alpha over market |
| Thematic industry positions | 3 hr research/position | 3-10x on thematic winners |
| Industry research reports | 8-10 hr/week | $5K-15K/month consulting |
| Sector newsletter/substack | 5 hr/week | $2K-8K/month subscriptions |
Workflow: Industry Analysis → Trade
Phase 1: The Funnel (Top-Down Sector Selection)
