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One of my favorite screens when I used to do screening a lot more than I do today👉Looking for the absolute worst companies, and then “read” each story, one by one, to see if change is coming. So many opportunities in this process if you have the time. I imagine Ai could help.🤫

AI can make you a smarter investor or a lazier one. My feeling is that the crowd will take the lazy route.

That’s good news for those who still do real work.

In microcaps, where understanding business models, risk and management nuance really matters, AI won’t erase the edge that deep research provides. It will magnify it.

Oct 5
at
1:58 AM

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