VALUE Cville Episode 9 - Bogumil Baranowski
Nov 10, 2025
In this conversation, Bogumil Baranowski—an investor, author, and life philosopher—explores the dynamic between AI and investing. He discusses how AI can both sharpen decision-making and lead to groupthink among investors. Baranowski emphasizes the importance of emotional courage in market downturns and highlights the value of simplicity in investment cases. He reflects on his childhood in Poland, shaping his views on economics, and shares valuable perspectives on authenticity and purpose in investing.
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Transcript
Episode notes
AI Risks Herded Narratives
- AI can speed signal extraction but may cause many investors to key on the same narratives and create correlated market errors.
- The main challenge becomes discerning unique, subtle signals amid a flood of homogenized AI-filtered output.
Zoom Out Then Zoom In With AI
- Use AI to zoom out across years of filings and then zoom in on specific transcripts or earnings-call tone to find subtle cues.
- Treat AI as a time-saving assistant, not a replacement for listening to management voice and nuance.
Build Simple, Storable Conviction
- Build conviction to hold positions by deeply knowing the businesses and keeping a simple, repeatable checklist for each stock.
- Use AI to reinforce conviction, not to endlessly delay decisions by turning stones.
