How to Use AI to Research Stocks (With Brian Feroldi)
The Personal Finance Podcast
How Brian Uses a Series of Prompts in Research
Andrew asks about workflow; Brian explains he uses a series of prompts (moat, financials, management, valuation) with the business prompt as the first filter.
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Get all of Brian's Prompts from this episode here!
In this episode of The Personal Finance Podcast, Andrew teams up with Brian Feroldi—making his fifth appearance on the show—to reveal how to use AI as your personal junior analyst to research and analyze stocks faster without replacing your judgment, showing you how to tackle massive 10-K filings by giving AI the right structure to find signal instead of noise, breaking down companies into business models, moats, financials, and risks, plus walking through live demos of the exact prompts Brian uses to analyze businesses step-by-step, making fundamental analysis dramatically faster and more approachable for any investor.
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