When to open: When you need to conduct competitive analysis / market research / industry research / due diligence before entering a new track. This wiki integrates the yitang Truman + Zhang Lei OSCAR system + Wang Kai's practical experience + Wang Huiwen's tier framework.
One-sentence core:Truman: "If there is only one ability that is 100% actionable and can earn back 10 years of tuition, it is systematic research". OSCAR five-step framework + 5 major channels for exploration + 60-75-85 three tiers = upgrade research from "searching Baidu and copying templates" to "scientifically obtaining information to support decision-making".
0. OSCAR Research Model (led by yitang and Zhang Lei)
Yitang / Complete system of intelligence research + lean experimentation Part A:
| O | S | C | A | R |
|---|---|---|---|---|
| Objective(Objective) | Scope(Scope) | Channel(Channel) | Analyze(Analyze) | Report(Report) |
Zhang Lei(Yitang partner / MBA lead): "The value of systematic research — helps you obtain high-value information and make high-quality decisions. "
Zhang Lei reviews 5-10 projects every day, and has advised a 2-billion-yuan payment company / a daily chemical overseas expansion company that raised 25 million yuan in financing.
1. Cross-author consensus (4 points)
1.1 Research is the ability most lacking among 95% of operators
Yitang / Complete system of intelligence research + lean experimentation §1:95% of operators lack research capabilities:
- Lack of awareness
- Lack of methodology
- Lack of research skills
Real cases after learning:
- One student directly falsified the hypothesis and abandoned the startup project
- One student found that the marketing director did not understand the market and fired them directly
- One student halted heavy R&D investment, comprehensively researched competitors' technology roadmaps, and obtained the answer
1.2 5 major research channels (exploratory arsenal)
| Channel | Purpose |
|---|---|
| Public information(reports / financial reports / news / Zhihu) | Mandatory check for beginners |
| Service acquisition(consulting firms / Zaihang / paid interviews) | In-depth information |
| Product teardown(competitor products / services / processes) | Operational details |
| User connection(user interviews / customer service / reviews) | Real feedback |
| Fake recruitment(fake interviews / resume pool) | Internal information |
1.3 60-75-85 point research tiers
Yitang / Advanced business prediction (industry canvas + concentration + cases) §3:
| Tier | Capability | Training objective |
|---|---|---|
| 60 points | Able to research the present | Obtain current track competition concentration data |
| 75 points | Able to predict the endgame | Form insights and predict future concentration levels |
| 85 points | Able to formulate strategies | Determine operational strategies based on concentration change trends |
1.4 Using AI as a ruler (validated by Wang Kai)
Wang Kai RSI investment practical case collection + AI value investing philosophy —— Using research as a ruler:
- Give AI a stable framework → research results become quantifiable
- Running the same company multiple times should yield similar results
- Scenarios requiring data accuracy must go through MCP / API,do not use AI web search
2. Detailed explanation of the OSCAR five-step framework
2.1 O - Objective
- Why do the research? What are the core 1-3 hypotheses to be verified?
- Avoid: doing research for the sake of doing research
2.2 S - Scope
- Define: industry / sub-track / time period / company tier (head/waist/long tail) / geography
- Avoid: scope too large, report looks good but is unusable; scope too small, key information is missed
2.3 C - Channel (5 major channels)
- Public / services / product teardown / user connection / fake recruitment
2.4 A - Analyze
- 3 reliability strategies for the A step: quantitative anchoring + primary source deep dive + cross-validation
- Key rollback action: Pause before A and ask yourself "is this enough to support judgment"
2.5 R - Report
- If unsatisfactory, roll back to supplement A for multiple rounds
- 5-cell template + decision recommendations
3. Excellent Research Hacker cases (exclusive)
Yitang / Complete system of intelligence research + lean experimentation candy:
3.1 5 complete cases
| Case | Key actions |
|---|---|
| Study room V1→V4 progression | 4 rounds of research gradually increasing precision |
| Zhang Lei nursing home 4-round onion peeling | 800 yuan Zaihang verification + 5 nursing homes 5-sheet empirical study |
| Self-service yogurt machine: rummaging through trash cans to collect receipts | Primary data |
| Anime e-commerce warehouse visits | 7+ visits including Xiaomi and Japan's Surugaya |
| Luckin Coffee Snow Lake Capital perfect score case | 92 full-time staff + 1418 part-time staff + 25843 receipts + 11260 hours of video, 4 methods to calculate order volume |
3.2 3 counterexamples
- Yu'an marathon poster
- Student Chen Pepper Lunch iron plate steak
- Student Zhang breakfast maker
3.3 Differentiation of 3 types of interview methods
| Type | Usage |
|---|---|
| Expert interview | Industry landscape / key judgments / trends |
| User interview | Real needs / pain points / substitutes |
| Franchisee / customer interview | Actual operating data / real profits |
4. Wang Huiwen concentration CRn research
Yitang / Advanced business prediction (industry canvas + concentration + cases) §2:
3 endgame forms:
| Form | CR5 threshold | Example |
|---|---|---|
| Highly concentrated | CR5 ≥ 90% | WeChat, Meituan, Didi |
| Relatively concentrated | CR5 ≈ 50% | High-end baijiu, large home appliances, mobile phones |
| Relatively fragmented | CR5 < 30% | Beauty, catering, women's clothing, women's shoes |
3 methods to research concentration:
- Read prospectuses / financial reports(when there are leading listed companies)
- Read research reports(keyword: XX industry + concentration)
- Conduct your own research and estimation(list leading players → research revenue → estimate market share)
5. How to choose — research paths by identity
| Who you are | Primary method | Starting point |
|---|---|---|
| Want to do competitive analysis | OSCAR five-step framework | O Objective → S Scope → C 5 channels → A Analyze → R Report |
| Want to do industry research | 60-75-85 tiers | Present → endgame → strategy |
| Investment / rigorous scenarios | Wang Kai AI as ruler + MCP | Data goes through MCP, not AI web search |
| Deciding whether to franchise a brand | Zhang Lei 4-round onion peeling | 8 types of information sources + 800 yuan Zaihang verification |
| Learning classic cases | Excellent Research Hacker assignments | Study room / nursing home / Luckin / anime e-commerce |
General discipline:
- If you only learn one ability, it is systematic research(Truman)
- OSCAR steps cannot be skipped(milestone-based logic)
- 2 rollback actions(before A / if R is unsatisfactory)
- 3 reliability strategies(quantitative anchoring + primary source deep dive + cross-validation)
- Failed projects are the most valuable textbooks
6. Reference list
- Yitang / Complete system of intelligence research + lean experimentation —— OSCAR five-step framework / 5 channels / Research Hacker arsenal / 13 IPO prospectuses / Zhang Lei nursing home 5-sheet empirical study
- Yitang / Advanced business prediction (industry canvas + concentration + cases) —— 60-75-85 tiers / concentration CRn / industry canvas
- Wang Kai RSI investment practical case collection + AI value investing philosophy —— RSI research practice / 5 cases / intrinsic value Prompt
- Wang Kai RSI AI investment strategy and "good asset good price good volatility" framework —— Self-built financial MCP / data goes through MCP not web search
Related skills:
yitang-conduct-systematic-research—— OSCAR researchyitang-conduct-expert-interview—— Expert interview SOPyitang-conduct-user-interview—— User interview SOPyitang-master-intelligence-research—— Intelligence researchyitang-master-research-arsenal—— Research arsenal
Sources and related materials
- Yitang / Complete system of intelligence research + lean experimentation
- Yitang / Advanced business prediction (industry canvas + concentration + cases)
- Wang Kai RSI investment practical case collection + AI value investing philosophy
- Wang Kai RSI AI investment strategy and "good asset good price good volatility" framework
- Opportunity prediction / business prediction / endgame perspective (cross-author thematic synthesis)
- Lean startup / MVP / key assumptions (cross-author thematic synthesis)