Techniques

How to Get Comfortable with being Wrong: The Mental Models that improve investing

Lets get inside your head to improve your investing & in doing so, prove the value of AI as part of your process

Dec 17 • The Inferential Investor

The Business "Moat" Cheat Code: How to Use AI and Hamilton Helmer’s 7 Powers Framework to Pick Durable Winners

Including 1 of 2 mega-prompt variants to run this analysis!

Dec 10 • The Inferential Investor

How to Get Ahead of Consensus Earnings & Share Price Inflections using Sentiment Analysis

with a thought provoking case study on Estee Lauder ($EL)

Dec 5 • The Inferential Investor

Learn the State of Play for AI in Investment Research with a reward for each respondent

The 2026 AI Best Practice for Investing Survey

Dec 1 • The Inferential Investor

The Curious Case of PayPal: From 2025 Upgrades to Downside Risk for 2026?

I show how to use AI to analyze contextual signals from transcript language evolution to assess consensus estimates. This unearths some important…

Nov 25 • The Inferential Investor

How Gemini 3.0 Pro just Jumped Ahead for Investment Research and Analysis

Very quietly, Google released Gemini 3.0 PRO this week and its not an understatement to suggest that its changed the game for investors.

Nov 21 • The Inferential Investor

Know Your AI Model - for Investors

When to Use ChatGPT vs Gemini to get the best intelligence from Investment Research and Analysis Tasks

Nov 13 • The Inferential Investor

From Spin to Signal: The Inferential Investor's Playbook for Winning the Post-Earnings Q&A

Use AI's knowledge of management psychology and interrogation science to synthesize incisive questions to ask management in investor meetings.

Nov 11 • The Inferential Investor

Management Q&A Builder for Equity Research Meetings

Identify and synthesize the burning questions to ask management in company meetings, ranked by materiality and topic

Nov 10 • The Inferential Investor

AI vs Wall Street: 8 AI-Researched Stock Ideas from Q3 Earnings Season

Explore 5 Turnaround / Value Long ideas and 3 Underperform / Shorts generated by Artificial Intelligence

Nov 3 • The Inferential Investor

Thematic Investing in Practice using Industry and Supply Chain Mapping

Identifying stocks best placed to win across a thematic or industry value chain

Oct 26 • The Inferential Investor

What The Market May Be Getting Wrong About NVIDIA (and how to track it using AI)

plus setting up agentic data trackers to help identify disconnects between NVIDIA consensus and global data center capital expenditures

Oct 20 • The Inferential Investor

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts