Research
Research & Track Record
Demonstrating our methodology through published global research.
Research-First Investing
SOIC Global is a natural extension of SOIC Global Research — our international research practice that has been publishing in-depth analyses on businesses across the world since 2025. Every investment thesis begins with deep fundamental research. We don't screen for stocks — we study businesses.
Our research process typically involves 40-80 hours of work per company, covering annual reports, earnings transcripts, competitive landscape analysis, management track records, and independent primary research. The TVGP framework provides the structure; the depth of analysis provides the conviction.
Companies We've Studied
46 businesses across 4 continents and 12+ countries — from semiconductor leaders in the Netherlands to workforce platforms in Japan. This is the depth and geographic reach our research covers.
Note: The following companies were studied as part of SOIC Global Research. This is not a current portfolio, not investment advice, and not a recommendation to buy or sell any security. Shown to illustrate research scope and methodology.
Americas
30 companies
NVIDIA
AI & Semiconductors
META
Social & AI
Amazon
E-Commerce & Cloud
Synopsys Inc.
EDA & Semiconductors
Brookfield Corporation
Asset Management
Eli Lilly
Pharmaceuticals
Micron
Memory & Chips
Rocket Companies
Fintech
Old Dominion Freight
Logistics
Marvell
Semiconductors
ACM Research
Semiconductor Equipment
Regeneron
Biotechnology
DraftKings
Sports & Entertainment
Vertiv
Data Center Infrastructure
Impinj
IoT & RFID
Five Point Holdings
Real Estate
Acuren Corp
Inspection Services
Target Hospitality
Specialty Housing
Teradyne
Test Equipment
Lumentum
Photonics
Twist Biosciences
Synthetic Biology
Evolv Technologies
Security Technology
Coherent Corp
Photonics & Lasers
Intel
Semiconductors
APO
Asset Management
FNMA
Mortgage Finance
Fuel Tech
Clean Technology
TECOGEN
Clean Energy
YCA
Diversified
REMX
Rare Earth Materials
Europe
5 companies
Asia-Pacific
9 companies
SK Hynix
Memory & Chips
Timee
Workforce Technology
Kinki Sharyo
Rail Manufacturing
NHK Spring
Auto Components
H World Group
Hospitality
Kwan Yong Holdings
Conglomerate
Humm Group
Consumer Finance
PDD Holdings
E-Commerce
Full Truck Alliance
Digital Logistics
