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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: How to analyze 10 years of financials in minutes · Replay: How I Use AI to Research Stocks
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 → 66K on Sep 30, 2026
Rank in Substack’s finance leaderboard: #61 today · #58 a week ago
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
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Most-reacted post we have seen: What 3,500+ prompts taught me about using AI for Investing — 72 reactions on Sep 6, 2026.
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…
After 3 hours of research, the industry finally starts to click... Yes. We’re getting somewhere ! The industry tailwinds look real. Now,you have 2 annual reports open side by side. Both companies look attractive. Which is annoying ! Because now you have to decide: Which one is worth another 3 hours of your time? A famous meme, in case you don’t know it: “Please tell me we’re not doing this the painful way… right?” I taught Claude how to compare any 2 stocks in the same industry the way I want to compare them: Where growth comes from Who has the better cost engine Who has more competitive…
A few days ago I was running a workshop on how I use claude for investing. I was explaining how AI transformed the first step of my process: The Overview phase. This is where I try to understand the basics of a company and its industry before going deeper. My 4 step Investing process with AI I needed an example… But using a stock I already knew would be dishonest. Then I remembered Martin Marietta. I had recently seen on X that Chris Hohn bought the stock. One participant said: I know this business. I knew nothing about the company. I said: great exemple ! So I opened Claude and showed them…
I’m begging you to start using AI as an investor for a simple reason: AI will improve your returns. Not with some magic AI stock picks.. but because it improves the 3 things that drive investing returns: More opportunities × Better picks × Smaller losses Here’s how AI helps with each one: #1 AI cuts research time, so we can look at more stocks: Toyota went from selling textile machines to the world’s largest carmaker, selling 11+ million vehicles a year. One simple idea helped build this giant: Cut the work that adds no value. Let’s be honest: we spend a lot of time doing work that needs to…
They went from selling phones to selling more cars than Tesla in just 3 years Xiaomi. A Chinese company known for selling smartphones entered one of the hardest industries in the world… …and its first EV sold more units in China than Tesla’s Model 3! And they are not the exception. Last year, China produced 75% of the world’s electric cars. And it’s not just EVs… China now controls 85% of the global solar supply chain. Today, they can manufacture 2x the solar panels the world uses each year. Yes, you read that right: 2X the world needs! We know that when China enters massivly an industry: The…
Economists have predicted 9 of the last 5 recessions… So No, I’m not going to show you how to use AI to guess when the Fed will raise interest rates… We already know that the Fed did’t raise rates on last meeting, but 3 members voted for a raise. As an investor, I wan to answer this simple question: How would a rate hike or any economic event impact a company I own? And I don’t want a lazy answer like: “Rates go up, so tech stocks go down.” I want to understand the impact on the business itself. Could higher rates slow customer spending? Pressure margins? Increase funding costs? Help…
How much a company earns is only half the story.. The other half is what it takes to earn it. Imagine 2 businesses: both grow sales by 20%. both added $3 of revenue last year. one spent $1 of capital to get there. the other needed to spend $3 for the same growth. These are completely different businesses. The difference only shows up in the balance sheet. You may think: Okay Mostapha, I know that I need to read the balance sheet carefully... But there is a trap. Reading latest balance sheet does not give you the full picture. You need the last 5–7 years to understand how the business is…
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