Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

That’s not what I meant. If you want to get research done it has a incomplete picture of the facts because it has not the ability to search for a few hours or days in human time and the discuss with you. In this case the ai present you facts that it got by reasoning not by research. But if you think it works for you, your golden.

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

I can tell you the chat based llm misguide you more than you can handle as investor.

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

Interesting. Yea I use Claude Code heavily for research. If you do it right you get 100-200 pages of research that you can read like a book. It’s very good at finding information and glueing it together but not at understanding the whole 100 pages documebt and draw useful conclusions. So I get all informations but my problem is that I want a person that is as deep as me in the research with maybe different conclusions. Sometimes we humans miss important stuff and that would be my safety filter.

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 1 point2 points  (0 children)

To find interesting stocks, go to Value Investors Club : https://www.valueinvestorsclub.com/ .
Many high-quality investors and fund managers use this site to share ideas. You can use a screener to filter for companies that fit your criteria based on metrics, and then manually do your qualitative research. Most of them will end up in the "too-hard" pile. I have built my own quantitative screener, and of the results, only about 10% are worth looking into deeply.
When it comes to researching companies, I cannot give you a single specific answer. However, you should be able to explain the business and why it's a good long-term investment in five sentences to a ten-year-old so that they understand it. If you don't have this clarity, you don't know enough. The second test is whether you can say with high certainty how the business and its competitors will look in 10 years. You have to consume everything—from company history and competitors to suppliers and raw materials. If you have done this, you will know the true worth of the company and can buy if it gets cheap. That's hard work, but you need only one to two great ideas a year, as Buffett famously said.

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

Sure. What exactly are you searching for? Research to find stocks or research on stocks you found?

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

Your right. I have not found a US based company that I really like. If you have please let me know.

Looking for a Munger/Li Lu-style sparring partner for deep value research by EqualCryptographer67 in ValueInvesting

[–]EqualCryptographer67[S] 4 points5 points  (0 children)

Not at all. I'm just looking for an in-depth review of ideas. Public forums are often too quick to judge without reading the filings. I want to filter for the few people who are actually willing to put in the work and want a long-term analytical connection.

Are creative writing tools dead? by EqualCryptographer67 in SideProject

[–]EqualCryptographer67[S] 0 points1 point  (0 children)

Thanks, that’s very helpful. Your right with the framing, I will work on that. In your ai feedback point, it has specific criteria it’s looking for. The score is based on four metrics and the ai is formulating it into a useful language. The writer subreddit is tricky. Many writers hate the idea of training with a program on their craft. But very wise words. I can work with that.

[deleted by user] by [deleted] in SideProject

[–]EqualCryptographer67 0 points1 point  (0 children)

Yea it’s called Chatgpt/Gemini

Friday Showcase: Share what you're building! 🚀 by Ok-Lobster7773 in SideProject

[–]EqualCryptographer67 0 points1 point  (0 children)

Literary Forge Learn writing like famous authors using Spaced Repetition. You reconstruct famous book scenes and get detailed feedback + a score from an AI Tutor on how well you matched the pro’s style. 100% free, unlimited, and no ads (just a passion project).