Yet Another Value Podcast

Fintool's Nicolas Bustamante on using AI to improve in investing

58 snips
May 29, 2025
Nicolas Bustamante, founder of FinTool, discusses the revolutionary role of AI in investing. He highlights how AI enhances workflows, from creating memos to conducting qualitative analysis. Bustamante shares insights on AI's potential to streamline research and amplify analysts' strengths. He also addresses challenges like bias in management conversations and the importance of adapting tools while preserving financial acumen. Tune in to learn how these innovations shift investor roles and the future of autonomous investment agents.
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ADVICE

Delegate Tasks to AI Strategically

  • Break down your investment workflow into specific tasks to identify which can be delegated to AI.
  • Delegate routine tasks like memo creation and detailed screening to AI to save time and increase efficiency.
ADVICE

Use AI for Standardized Memos

  • Use AI to generate standard memos for multiple companies and customize only where necessary.
  • Maintain a human review process to add insightful commentary before publishing AI-generated reports.
ANECDOTE

Hedge Funds Train AI With Portfolios

  • Large, concentrated hedge funds have successfully trained AI using their portfolio and historical investment memos.
  • This helps AI identify investment patterns and suggest new potential ideas aligned with past successes.
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