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Weekly workflows and prompts for using large language models in investment research. Recurring subjects include reading filings such as the 10-K with AI assistance, comparing two businesses, building balance-sheet and macro analysis workflows, and assessing country and supply-chain risk.
Recent examples: 10 AI investing mistakes you should avoid · Use Claude to analyze any stock 10x faster
Written from Compound With AI’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
66K on Sep 10, 2026 → 67K on Oct 21, 2026
Rank in Substack’s finance leaderboard: #75 today · #68 a week ago · #65 a month ago
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Most-reacted post we have seen: How I use AI to research stocks: My 4-step process — 81 reactions on Sep 16, 2026.
“To a man with a hammer, everything looks like a nail.”
“That’s a lot of explanation. I’m more of a numbers guy.” That’s what a portfolio manager with 20 years of experience told me while I was teaching him how to use Claude to get a complete overview of any business. He continued: “I like how it explains the business. But I’d prefer more financial data, historical numbers, and charts, with less text.” And that got me thinking… Not every investor approaches a business the same way. Some prefer to start with the business story: How it makes money What drives the growth Why it beats competitors Others prefer to let the numbers tell the story: How…
“Why is our most expensive machine not running?”
AI is moving incredibly fast. I know, you’ve probably heard that a thousand times… Every week, there’s something new. But over time, one thing has become clear to me: The tools keep changing. The principles behind good investing research don’t. That’s why I’ve built a research process that evolves with AI, instead of starting from scratch every time a new model comes out. Today, I want to share the 3 building blocks behind that process. I’ll show you: Why each one matters. How to use them correctly. And how they all work together. The best part? These building blocks don’t depend on Claude…
I can tell the difference between an investor who uses AI as a real research tool and one who uses it like a gadget based on one thing: How specific their questions are when using AI. That’s it. You may be thinking: My questions are already specific. Let me tell you a secret: they probably aren’t that specific. Specificity has levels. And that difference can take AI from random answers to real research. Why? Because: The deeper you go, the fewer decisions you leave to AI. You decide what to research. What information matters. How to analyze it. And what a useful answer looks like. This is the…
This question used to take an analyst days to answer: How did this business evolve over the last 10 years and what drove the changes in revenue, margins, and cash flow? To answer it, you had to figure out: Where growth really came from :organic growth, acquisitions, pricing, volume? Why margins changed : Operating leverage, accounting, or temporary effects. Where the cash actually went : reinvestment, acquisitions, buybacks, or dilution. It means digging through 10 years of filings, rebuilding the financial history, and turning it all into one clear memo. Now you can get that first pass with…
I sat down with René to walk through how I actually use AI for investing. from researching a new company to deeper analysis and repeatable workflows. Watch the replay Get more from Compound With AI in the Substack app Available for iOS and Android Get the app
“3 more kids and we might finally have this parenting thing figured out” That’s what I told my wife 10 days after our second child was born. She didn’t seem very excited about the idea of 3 more.. But the joke wasn’t completely wrong. With our first child: Every problem felt new. Now we recognize things we’ve already seen before. Everything felt important. Now we know what actually deserves attention. We researched everything from scratch. Now we reuse what already worked and continue to learn. At this point you may be thinking: “Mostapha, I’m not here for parenting and life advice.” Fair…
The idea behind my AI investing process is simple: AI solves a different problem at each stage of the investing process. For New ideas: AI helps research more companies, faster, so I can see more opportunities. Going deeper: AI helps understand the business better and surface things I may have missed manually. Building the thesis: AI will challenge my assumptions and find what could prove me wrong. After I buy: AI will track earnings, new risks, and what materially changed in the thesis. Here is how I use AI at each step. The 4-Step AI Investing Process: 1. Overview: Understand more…
An email lands in your inbox. Your favorite investing newsletter just published a new stock idea. You open it. Start reading: The business looks good. The numbers make sense. The upside looks attractive. A few minutes later, you’re checking the stock price. But before you go further, something bothers you. Is that growth assumption realistic? Can margins really go that high? Did the author miss something? So you open Claude to check the growth assumptions, profit margins, and math behind the stock pitch. Here’s what that looks like with a real example : I picked a stock pitch from Value…
I’m up 23% YTD. And since I started using AI in 2025 I’ve compounded at 19% a year. Did Claude and Gemini cause those returns? I’d be fooling myself if I said yes… But here’s what I can say with confidence: AI has made me a better investor, and I sleep better at night because of it: I’ve researched more companies and industries than ever before. I know the stocks I own today in more depth than I ever did before. I’ve rejected more investment ideas because I found risks much earlier in the process I’ve gone much deeper into the details, edge cases, and unanswered questions I used to leave…
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