The AI Edge

AI is reshaping investment research faster than most people realize. I’ve spent the last year putting it to use on real decisions in my own portfolio. These tools compress work that used to take a week into an afternoon. They are also wrong about things in ways that are hard to catch.

AI is widening the gap between regular people and professional investors, not closing it. Hedge funds are integrating AI tools with proprietary data sets and workflows they’ve spent decades building. Meanwhile, everyone else gets the version of AI that summarizes 10-Ks.

You can do real investment research with AI, but it has limits. The hype is larger than the actual capabilities. Getting value from these tools depends mainly on how you use them.

Start here:

AI for Investment Research: What Works, What Doesn’t, and What’s Coming A workflow from a year of using AI for real investment decisions. Which parts of research it compresses, where it fails, and how to structure the loop so the output is worth acting on.

AI Will Make You a Better Investor, Not a Great One When everyone's running the same model on the same company, a decent thesis stops being worth anything, and the rare differentiated bet is worth more than ever.

Three Things AI Will Confidently Get Wrong About Your Investments Three ways AI will mislead you and how to change your workflow around each one.