Block 2 — The Hunting Ground
The Hunting Ground
Your curated company universe — the systematic answer to where do I look. 12 companies · 4 in research queue · 2 watching.
Circle of competence
7 inside, 5 on the edge — the rest of the world sits beyond your circle.
Inside circle · 7
- Harbor Instruments (HBR)
- Summit Aerospace (SMT)
- Vantage Retail (VNT)
- Cedar Grove Utilities (CGU)
- Maple Ridge Bank (MRB)
- Pioneer Instruments (PNR)
- Blue Harbor Foods (BHF)
Edge of circle · 5
- Ironwood Materials (IRN)
- Northwind Energy (NWE)
- Granite Rail (GRL)
- Terra Chemicals (TRC)
- Lakeside Media (LKM)
Currently researching
- Harbor InstrumentsHBR· MIPS 10%Gate 3 of 5
- Summit AerospaceSMT· MIPS 8%Gate 2 of 5
Research queue
4 companies tiered by board priority
🥇 Tier 1 — Board Unanimous Priority
2 companies
- Harbor InstrumentsHBR🟢 Inside circle
Recurring consumables revenue on a growing installed base of instruments.
Key question — Is the razor-and-blade installed base as sticky as it looks?
- Summit AerospaceSMT🟢 Inside circle
Key question — Does the aftermarket parts monopoly survive the next design cycle?
🥈 Tier 2 — Strong Board Interest
1 company
- Ironwood MaterialsIRN🟡 Edge of circle
Key question — Is the low-cost position durable through the commodity cycle?
🥉 Tier 3 — Research When Tiers 1 & 2 Complete
1 company
- Northwind EnergyNWE⚠️ Outside circle
Watching
2 companies not yet queued for research
- Vantage RetailVNT· Consumer Cyclical🟢 Inside circle
- Cedar Grove UtilitiesCGU· Utilities🟢 Inside circle
Full universe
6 companies grouped by sector
Communication Services
1 company
- Lakeside MediaLKM⚠️ Outside circle
Consumer Defensive
1 company
- Blue Harbor FoodsBHF🟢 Inside circle
Financials
1 company
- Maple Ridge BankMRB🟢 Inside circle
Healthcare
1 company
- Pioneer InstrumentsPNR🟢 Inside circle
Industrials
1 company
- Granite RailGRL🟡 Edge of circle
Materials
1 company
- Terra ChemicalsTRC🟡 Edge of circle
This is a sample. The real one is yours.
Every screen here fills with your own companies, your own research, and your own positions as you work through the system.
VI Stack's Advisory Board archetypes are AI-generated frames inspired by the publicly available writings and frameworks of named value-investing practitioners. Opinions and outputs emitted by the AI are synthesized; they are not endorsed by, affiliated with, or sponsored by any of the named individuals. No partnership or endorsement is implied or claimed.