Stansberry Investor Hour

AI Is the Edge You Can't Afford to Ignore

6 snips
Dec 8, 2025
Gary Mishuris, managing partner at Silver Ring Value Partners, discusses the nuances of integrating AI into investment research. He highlights its dual-use cases, distinguishing between efficiency and capabilities beyond human reach. Gary shares his AI equity analyst framework and emphasizes the need for human oversight in decision-making. A standout free tool he recommends is Google's Notebook LM, which aids in organizing research. He warns against superficial AI hype and urges investors to start utilizing AI now to stay competitive.
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ANECDOTE

From Legal Pads To AI

  • Gary recalls older portfolio managers doing models on legal pads and compares that to today.
  • He argues soon not using AI will feel as outdated as using a yellow legal pad.
INSIGHT

AI Is A Tool, Not A Miracle

  • AI sits between the extremes of a magic genie and worthless hype and is best treated as a practical tool.
  • The real value comes when it augments a disciplined human process rather than replaces it.
ADVICE

Start Building AI Into Your Process

  • Start using AI now and iterate; prompt engineering matters less than choosing the right use case.
  • Invest time up front to get reps because early experimentation yields large time savings later.
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