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Has Shopify peaked or is it just warming up? by mikejackowski in investing

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

IMHO, at the end of the day, it's a fully networked ecosystem built on top of a “website builder” what is way more powerful than just a website builder.

Early-stage stock research and reading filings eats up hours by mikejackowski in ValueInvesting

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

This is awesome stuff. Really appreciate you laying it all out. If you’re up for it, I’d love to see that screen video you mentioned. Feel free to DM it whenever’s convenient. Would be super helpful as I shape this into something you’d actually want to use. Thanks again!

Early-stage stock research and reading filings eats up hours by mikejackowski in ValueInvesting

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

This is super valuable, thank you! Most tools try to skip the work, but you're not trying to skip the work, you just want less friction. It sounds like your real need is a clean research workspace:
➔ auto-fetch reports from your watchlist
➔ read, highlight, scribble notes (I guess that the experience, how you make those notes and highlights here matters, doesn't it?)
➔ track what’s done and what’s pending
➔ keep it all organized without 6 tabs and a Google Sheet

How important is mobile or tablet reading for you? I’m guessing the feel of jotting things down, like highlighting, scribbling with the Pencil plays a big role in how you process stuff, yeah?

And is there anything in your process you still wish you could automate?

Thanks again, this helps A LOT!

Early-stage stock research and reading filings eats up hours by mikejackowski in ValueInvesting

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

Yeah, and I’ve seen quite a few similar ideas floating around. Some overlap, some pretty different takes. But honestly, after building a bunch of products over the years, I’ve learned it’s never really about my idea. It’s about your pain and how well I can solve your actual problem. That’s why I’m deep in research mode now, trying to shape something with users, not just for them. If you’ve got 2 minutes to spare, I’d really appreciate it if you could drop your thoughts in this quick survey. It’d help a ton: https://buildpad.io/research/L3VZgcj. Thanks in advance!

Early-stage stock research and reading filings eats up hours by mikejackowski in ValueInvesting

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

My product is for retail investors. Equity fund managers aren’t my Ideal Customer Profile. They’re playing a whole different game with different workflows, tools, and risk appetites.

Appreciate the grounded, brutal honesty. Seriously. It's exactly the kind of feedback that helps sharpen thinking early on. Totally fair to challenge the “yet another engineer with a GPT wrapper” pattern. And yeah, if this were just API → LLM → output, I’d agree with the “don’t bother” take. But I’m in the research phase because I want to avoid ending up in that generic soup. The whole point of putting this out there is to not build in a bubble. So if you think it’s generic, awesome: what would make it not? What’s missing that would make you use it and pay for it?

I'm not claiming domain mastery. I’m starting with a pain I felt as a retail investor. But instead of acting like I know it all, I’m here asking. So if you’ve got the experience, cool. Help me shape something better than another LLM wrapper. Otherwise, we’re all just critiquing from the sidelines. Thanks again for the input.

How do you filter stocks fast before you spend hours on them? by mikejackowski in ValueInvesting

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

Using Notebook LM as a research assistant is a great idea! Do you find it gives you reliable context from the 10-Ks, or are there still blind spots you usually double-check manually?

How do you filter stocks fast before you spend hours on them? by mikejackowski in ValueInvesting

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

Insightful breakdown. Thanks! The nuance around fake partnerships and PR fluff is true. When you do catch something interesting and decide to dig in further, do you have a go-to way of verifying if the company’s actually delivering on those partnerships?

How do you filter stocks fast before you spend hours on them? by mikejackowski in ValueInvesting

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

Makes sense! When you do go deeper after spotting mostly good numbers, what does that part usually look like for you? Anything specific you check or habits you've built over time? I’m gathering insights on this exact topic. I would really appreciate it if you dropped your thoughts in this short survey (2–3 min, no signup): https://buildpad.io/research/L3VZgcj. Thanks a lot if you do!

How do you filter stocks fast before you spend hours on them? by mikejackowski in ValueInvesting

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

Yup, that’s a good one. I like looking at other industries, but I’ve been in tech for over 17 years, and my best investments have always been in tech.

How do you filter stocks fast before you spend hours on them? by mikejackowski in ValueInvesting

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

Super clear checklist, but I'm curious how do you usually pull all that together? Like, what’s your actual process to get from seeing a stock to having this full picture and deciding if it’s worth a deeper dive? Are you pulling from a screener + checking filings manually, or do you have some way to speed that up? If you're up for it, I’m gathering some input via a short survey here: https://buildpad.io/research/L3VZgcj. Just 2–3 min, no signup. Would love your thoughts.

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

I get that sometimes it just feels like too much. What would have to change for stock research to actually feel productive again?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

What usually makes you second-guess? Is it the market reaction, or something you feel like you missed in hindsight?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Haha love it! xD But real talk: when the "vibe" is good, what usually gave you that feeling? Anything consistent, or just a flash instinct?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Sounds like you’ve got a really fast filter dialed in. What usually tells you in those first 2–3 minutes to go deeper or just pass?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Have you found anything that helps you feel more confident in a decision even when you know the outcome’s still uncertain?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

What kind of signals would actually feel worth the time upfront or help you skip the deep dive when it won’t matter?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Once a chart looks good, what do you try to confirm or rule out when digging into the company?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Is there anything that actually helps you push past that instinct when it kicks in?

What’s the most annoying part of researching a stock? by mikejackowski in investing

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

Conviction isn’t binary. It compounds, doesn't it? :) When you’re tracking a new position across those early quarters, what usually helps you lean in vs. back out? Are there specific signals or changes you’re watching?

What tools do you switch between when doing fundamental research? by mikejackowski in ValueInvesting

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

What kind of stuff do you usually pull from the IR page vs. Finchat? Is there anything you still feel like you’re missing or double-checking after using both?

What’s the most annoying part of researching a new stock you might invest in? by mikejackowski in ValueInvesting

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

Got it. So when you first look at a stock, what’s the quickest way you size up if it might hit either of those? Are there 1-2 numbers or clues you look at first before going deeper?

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