
Equity Mates Investing Podcast Buy or Sell: Ally Selby with Arms Rosenberg
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Nov 10, 2025 Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, dives into the fascinating realm of AI-powered investing. She reveals how AI is transforming the investment process and shares her insights on stocks like Poland's CD Projekt and Japan's Cover Corporation. Arms also discusses the potential of Prysmian Group in Europe's energy transition and Miniso's unique retail model. Finally, she offers practical tips for using AI in personal investing, making this a must-listen for anyone looking to supercharge their financial strategies.
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AI Runs The Full Investment Cycle
- Minotaur uses AI across the entire fundamental investing process, from idea generation to monitoring.
- Their proprietary platform Torient replaces much junior analyst work and runs agents to watch positions continuously.
AI Adoption Seems Early, Not Peak
- AI investment demand still looks early despite big rallies because AI monetisation is small relative to cloud provider revenue today.
- Major cloud and hyperscaler CapEx commitments show material long-term adoption tailwinds.
Games Business Moving From Hits To Steady Flow
- CD Projekt shifted to dual-track game development to make earnings steadier rather than feast-or-famine.
- This could normalize annual earnings near previous peak years if execution holds.
