The Personal Finance Podcast How to Use AI to Research Stocks (With Brian Feroldi)
4 snips
Nov 3, 2025 
Brian Feroldi, a long-term investor and educator, shares insights on using AI as a junior analyst to enhance stock research. He explains how AI efficiently processes large documents like 10-K filings and helps structure analysis. Listeners learn about breaking down research into modular prompts and the importance of maintaining personal judgment. Brian provides live demos analyzing companies like IREN and Apple, demonstrating the practical application of tailored prompts for trustworthy financial insights.
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Failed Styles Led To Long-Term Approach
- Brian tried multiple investing styles and failed before adopting a long-term business-focused approach.
- Studying Buffett, Munger, and Lynch led him to buy and hold great businesses for the long term.
Treat AI Like A Junior Analyst
- Use AI as a junior analyst, not the final decision maker for investments.
- Assign tasks, verify outputs, and keep yourself as the ultimate judge of any trade.
AI Matches Large-Scale Document Work
- AI excels at ingesting massive documents and extracting usable insights quickly.
- That makes it ideal for parsing 10-Ks, earnings calls, and other voluminous filings.