Yet Another Value Podcast

Artem Fokin on Improving with AI and Expert Calls

20 snips
Sep 18, 2025
In this discussion, Artem Fokin, Head of Caro-Kann Capital and a specialist in research workflows, reveals how AI and expert call libraries are transforming investment strategies. He shares insights on integrating AlphaSense’s latest tools into the research process. The conversation highlights the benefits of expert calls, best practices for sourcing participants, and the challenges of bias. Artem also details how AI enhances efficiency through transcript filtering and data analysis, showcasing the profound impact of technology on modern investing.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Tool Selection Over General Process

  • Artem frames this conversation as choosing the right tool for the job, not just general process talk.
  • He plans to be specific about tools and how he uses them in diligence.
INSIGHT

Libraries And AI Democratized Research

  • Expert call libraries and AI are disruptive innovations that democratized research for solo investors.
  • They convert expensive bespoke research into scalable, inexpensive tools that expand coverage and depth.
ANECDOTE

Reading 70+ Calls To Understand A Complex Business

  • Artem read roughly 70–100 expert calls on a complex business to fully understand it after five bespoke calls failed.
  • That deep reading turned scattered clues into a coherent view he still relies on today.
Get the Snipd Podcast app to discover more snips from this episode
Get the app