In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSense’s newest tools—like Grid and Deep Research—into his diligence process, and the pair compare approaches to conducting and analyzing expert calls. This is a tactical, in-the-weeds discussion on using tech to sharpen your edge.
You can see the first podcast with Artem Fokin (Perfecting the investing craft) here: https://www.yetanothervalueblog.com/p/perfecting-the-investing-craft-with
__________________________________________________________
[00:00:00] Intro and AlphaSense partnership
[00:03:43] Focus on investor improvement
[00:06:03] Rise of expert call libraries
[00:07:53] Expert calls vs AI usage
[00:11:31] Sourcing expert interviewees
[00:13:19] Determining expert call relevance
[00:19:23] Comparing customer and sales views
[00:23:52] Bias in former employees
[00:30:31] Weighing extreme expert feedback
[00:34:01] Best expert screening practices
[00:39:40] Switch to AI conversation
[00:43:42] Efficiency gains via AI tools
[00:44:43] Using AlphaSense Grid effectively
[00:51:35] AI for transcript filtering
[00:55:22] Deep Research feature walkthrough
[00:56:21] Keeping up with new features
[00:59:27] Underrated AlphaSense user tip
[01:01:34] Closing and final remarks
Links:
Yet Another Value Blog - https://www.yetanothervalueblog.com
See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
