我过去也谈到过这个，我有3个First Principal 帮助我过滤

1: It needs to be the clear and undisputed market leader in its space

2: It must has a visionary and bold CEO  (很多时后大家不屑画大饼的CEO，我要说的是，一家公司如果连饼都画的不大，那这家公司也肯定做不了多大）

3: Its revenue and earning growth must have potential to exceed the current valuation.

A company must first meet at minimal 2 of 3 criteria, and a line of sight to meet all 3 within 12 months, to even being considered.

当然更重要的是选择 正确的sector，这就要因人而异了。