Using AI for Stock Research: Tips + Prompts with Brian Feroldi
The Investing for Beginners Podcast - Your Path to Financial Freedom
Modular Prompts and Analysis Workflow
They emphasize breaking research into focused prompts (business, moat, risks, valuation) to avoid black-box answers.
Welcome to the Investing for Beginners podcast. In this episode, we are joined by Brian Feroldi from the Long-Term Mindset to explore how AI can enhance stock research. Brian shares his experience and tips on integrating AI for fundamental analysis, explaining its benefits and limitations.
He walks through various practical AI prompts to analyze a company, from business phase analysis to risk assessment. Brian also introduces his tool, Stock Simplifier, including in-depth prompts for effective research.
00:00 Welcome and Introduction
00:30 Embracing AI in Everyday Life
01:31 AI for Fundamental Analysis
02:50 Benefits of Using AI in Investing
05:19 Addressing AI Concerns and Trust Issues
10:15 Effective AI Prompting Techniques
17:19 Live Demonstration: AI in Action
24:06 Revenue Breakdown and Customer Purchase Frequency
25:05 Pricing Power and Market Sensitivity
25:51 Recession Impact Analysis
27:40 AI-Powered Moat Analysis
33:11 Business Phase Analysis
37:07 Risk Assessment Using AI
41:39 AI in Stock Analysis: Efficiency and Future
44:19 Stock Simplifier: A Tool for Retail Investors
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Stock Simplifier with AI Prompts
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