I tend to look at firms that are well-positioned in sectors poised for regulatory tailwinds, particularly renewable energy and AI-driven technologies. Beyond strong quarterly growth and solid margins, I focus on sustainable revenue streams and market narratives that are reinforced by government policies or institutional backing. For example, companies pushing significant R&D in clean tech or enhancing digital transformation often emerge as market leaders when conditions are right. Additionally, keeping an eye on robust supply chain financing data and partnership announcements has been helpful in pinpointing potential outperformers.