AI is moving incredibly fast.
I know, you’ve probably heard that a thousand times…
Every week, there’s something new.
But over time, one thing has become clear to me:
The tools keep changing. The principles behind good investing research don’t.
That’s why I’ve built a research process that evolves with AI, instead of starting from scratch every time a new model comes out.
Today, I want to share the 3 building blocks behind that process.
I’ll show you:
Why each one matters.
How to use them correctly.
And how they all work together.
The best part?
These building blocks don’t depend on Claude, ChatGPT, Gemini, or any specific AI provider.
You can use them in your research system, no matter which AI tool comes next.
And this isn’t just theory.
These are the principles I use in my own investment research, refined through my work with family offices and private investors.
Let’s get into it.