How to Judge a CEO Without Reading 1,000 Pages
3 AI Steps to Spot Red Flags Before You Invest
Hello, Fellow Stock Pickers
Nothing destroys returns faster than a bad CEO.
Especially in small and mid-cap stocks.
Philip Fisher said it decades ago:
The most important thing in evaluating a company is the quality of its management
And he’s right.
The numbers can look fine.
The industry can look promising.
But if management is weak, you lose.
The problem? Most investors do one of two things:
spend weeks digging through filings, or
skip the work and just “trust” management.
Both are costly. One wastes time. The other risks capital.
The good news: AI will give a clear, structured view of a CEO fast
In 3 steps, you can quickly see:
Their track record : capital allocation and career history.
Promises vs. results :what they said vs. what actually happened.
Alignment :whether their incentives match yours.
It won’t replace your judgment.
But it will quickly show if a CEO deserves your time
or if the red flags say walk away.
It points you to where deeper research matters.
And trust me, AI is powerful for this:
Step 1: Build the CEO profile
Start with the CEO’s record: where they worked, what they did, and how they handled capital.
Think of IA as your private detective.
It pulls from filings, transcripts, and press, connecting promises, decisions, and outcomes.
(It can even dig into personal background if you want to go that far.)
Here’s how to do it in 5 minutes:
Copy the Prompt below.
Replace the CEO and company name.
Paste it directly into Gemini DeepSearch.
Get back a structured CEO Scorecard with an executive summary, evidence tables, and a clear verdict.
The CEO profile prompt (copy-paste, replace the name and company):