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Author: Labadal ✭  😊 😞
Number: of 16625 
Subject: OT: Using AI for Initial Stock Analysis
Date: 07/31/2025 1:10 PM
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No. of Recommendations: 3
I thought this was an interesting writeup about using AI in an attempt to increase the number of rocks one can turn over when searching for good stocks. It discusses the importance of forming quality questions, and choosing the right AI app and search/pricing level offered by that app.

As a bonus, it presents a case study on Wise PLC, which Jim may have mentioned here or on a other Shrewd'm board as a means to transfer money between currencies.

https://www.100baggerhunting.com/p/better-call-gro...
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Author: Labadal ✭  😊 😞
Number: of 16625 
Subject: Re: OT: Using AI for Initial Stock Analysis
Date: 07/31/2025 1:24 PM
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No. of Recommendations: 7
However. Some Dave Barry humor that contradicts the AI thesis. 😆

https://davebarry.substack.com/p/death-by-ai?utm_s...
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Author: CapitalAlligator ✧  😊 😞
Number: of 55803 
Subject: Re: OT: Using AI for Initial Stock Analysis
Date: 07/31/2025 2:05 PM
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No. of Recommendations: 7

Gwen Hofmeyer (Maiden Financial) is starting to win a reputation for extraordinarily thorough, painstaking research. For example, in looking at Ingles Markets' property holdings she didn't stop at the balance sheets -- she went through county tax records. On a first-order analysis it sounds like the kind of human data-gathering that might be 'disrupted' by AI, but she's identified a strategy I think Charlie would approve of: use AI to identify the questions that AI can't answer, which then become candidates for research.

https://www.linkedin.com/in/gwenhofmeyr/


How I use AI for research: To identify information that is not publicly available, and therefore not retrievable through AI's use. Case in point:

I asked ChatGPT, Perplexity, and Gemini the following question:

"How many US and Canadian publicly traded "industrial" categorized companies with market capitalizations of $400 million or more have made at least three acquisitions since 2017?"

An abridged summary of all three platform's responses:
"I cannot provide an exact number."

Task acquired: Manually analyze all 412 US and Canadian industrial-categorized companies with >$400MM market capitalizations in "yes/no" format, with all "no's" failing the 3+ acquisition test serving as a foundation for further research (indicative of unusual activity within a very acquisitive category).


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Author: Labadal ✭  😊 😞
Number: of 55803 
Subject: Re: OT: Using AI for Initial Stock Analysis
Date: 08/03/2025 11:10 AM
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No. of Recommendations: 3
For those interested in this topic, UK analyst Stephen Clapham just published some interesting pros and cons about the use of AI in investment research.

https://behindthebalancesheet.substack.com/p/the-a...
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