MIOS Research is an independent investment research project focused on long-term technological and structural change.
Latest Research
If AI accelerates drug discovery, where does scarcity, and economic value, actually move?
AI has demonstrated meaningful productivity gains in early drug discovery. But the evidence becomes much weaker further down the development chain.
This research asks a different investment question: if AI improves discovery productivity, where does persistent scarcity emerge, and who can actually capture its economic value?
Explore Research →Approach
MIOS Research studies companies, technologies and structural themes where long-term outcomes can differ materially from current expectations.
The objective is not to publish constantly. It is to build a selective, high-quality body of research that remains useful, searchable and referenceable over time.
Quality of analysis is the primary product and the main source of credibility.
Focus on business quality, execution, optionality and asymmetric risk/reward.
Separate thesis, evidence and uncertainty instead of following market narratives.
Research Focus
Research currently concentrates on areas where technological change, capital intensity and execution can create unusually wide outcome ranges.
About
MIOS Research is an independent research project created to organize, test and communicate investment thinking in a disciplined way.
MIOS stands for My Investment Operating System — the framework from which MIOS Research evolved.
Public research is published selectively when an analysis can stand on its own and contribute meaningfully to the broader research record.