Use this 3 prompts to learn more about any business faster
… without spending 4 hours digging.
Hello, Fellow Stock Pickers
Let’s be honest:
Understanding a company used to take hours.
Reading 200+ pages of annual reports.
Copying numbers into Excel.
Getting lost in strategy slides and forgetting why you even started.
But now?
With the right AI setup, I can go from “just found this stock” to “I know how it works + whether it’s worth digging deeper” in under 60 minutes.
And it all comes down to 3 simple prompts.
Today I’ll walk you through the exact system I used on Kri Kri Milk, a fast-growing Greek dairy company with:
15%+ annual revenue growth
ROIC > 20%
And surprisingly high quality for a regional brand
Let’s break it down.
Step 1: Generate an expert analysis with deepseasrch
I start every analysis with this DeepSearch prompt.
But what’s DeepSearch, exactly?
it’s a different mode inside Gemini/Chatgpt built for serious research.
It’s not “ask a quick question, get a quick answer.”
Instead of short answers, DeepSearch reads long PDFs, cross-checks data, and connects insights across multiple sources.
When I want to understand a business, I don’t want speed. I want structure.
That’s exactly what DeepSearch gives me.
Every company I analyze goes through Gemini’s DeepSearch.
No exception.
And it always starts with one thing: a strong prompt.
Here’s the exact one I used to analyze Kri Kri, a quality Greek dairy company.
(If you read my first newesletter, you’ve seen how I build this prompt)
You are a professional financial analyst. Your task is to conduct a deep business model analysis of KRI-KRI Milk as if you were acquiring 100% of the business.
Use only high-signal sources: official company filings, annual reports (2014–2024), investor presentations, earnings calls, peer comparisons, market research (Euromonitor, Rabobank, IRI), and expert interviews.
Focus on the yogurt, dairy dessert, and ice cream segments in Greece, the Balkans, and export markets.
Your analysis must be structured as follows:
1. Business Understanding
- What products does KRI-KRI offer (yogurt, ice cream, functional dairy)?
- Revenue breakdown by product, geography, and channel (2014–2024)
- Value propositions: Greek origin, high protein, clean label, price, taste?
- Branded vs private label split
- Key clients and buying process (retail chains, distributors, export partners)
- Seasonality and cyclicality by segment
- Margin structure by segment
- Is the company self-funding its operations and growth?
2. Market & Competitive Position
- What is the real Total Addressable Market (TAM/SAM) for its core categories in Greece, the Balkans, and EU?
- Key sector tailwinds (premiumization, functional foods, protein consumption, organic trends)
- Direct and indirect competitors (multinationals, private label, local brands)
- Competitive advantages: brand, pricing, scale, distribution, sourcing
- Are these moats durable over the next 5–10 years? Why?
- Does KRI-KRI have pricing power?
- Key external threats: plant-based disruption, retailer pressure, raw material inflation, EU regulation
3. Financial Profile (2014–2024)
- Revenue, EBIT, and FCF trends over 10 years
- Gross, operating, and net margin evolution
- ROIC and capital reinvestment rate — is capital deployed efficiently?
- Capex intensity and working capital structure
- Net debt, leverage profile, and dilution history
- Quality and predictability of free cash flows
4. Growth Analysis
- What were the key growth drivers from 2014 to 2024? (volume, price, new geographies)
- What are KRI-KRI's stated growth ambitions and management outlook?
- Which growth levers are still realistic and executable? (Export expansion, premium SKUs, functional dairy, private label deals, co-packing)
- Rank growth levers by attractiveness and impact on profitability
- What would need to happen for KRI-KRI to double its earnings in 5–7 years?
5. Management & Strategy
- Who are the key executives? Are they founders or professional managers?
- Management ownership and alignment with long-term value creation
- Historical track record: operational execution, capital discipline, margin expansion
- Capital allocation breakdown: dividends, R&D, M&A, organic capex
- Long-term strategic priorities: geographic expansion, product innovation, vertical integration?
6. Risk Analysis
- Top 3–5 structural risks: raw material prices, retailer concentration, competitive pricing, regulation, climate impact
- What is the impact of a downside scenario (input cost shock, demand slowdown, new competition)?
- What risk mitigation strategies are in place?
- Are there any optionalities or strategic assets undervalued by the market?
Final Output:
- Executive summary of KRI-KRI’s business model
- 10-year financial table (2014–2024) with Revenue, EBIT, FCF, ROIC
- Revenue/margin breakdown by segment and geography
- Moat durability assessment
- Key growth levers and associated scenarios
- Capital allocation scorecard
- Risk map with commentary
- 2–3 concrete case examples (e.g. export wins, margin improvement, product success)
Do not speculate. Base your output on first-party data and expert-level sources.
Surprise! the result is a world class 15 pages report.
Structured.
Readable.
Immediately useful.
please check the report generated by IA
Most investors skip this step. But it’s the fastest way I know to truly understand a new company
Step 2: Turn the Report Into a 1-Pager
A long report is great.
But what you need to take notes, revisit the stock later, or share it is a clean visual summary.
Here’s what I do:
Open the DeepSearch report
Click "Create" : "Infographic"
Wait 1 minute
You get a structured 1-Pager (autogenerated)
It’s digestible. Easy to archive.
Perfect for when you revisit the stock in 3 months after a 20% drawdown.
For Kri Kri, I got a 1-pager with:
Revenue by segment (yogurt, ice cream, exports…)
Margin structure
ROIC and capex needs
Risks and strategic bets
Step 3: Test Your Understanding With a Quiz
This is the game changer.
After reading the report, I ask Gemini to generate a quiz based on the repport.
The goal isn’t to memorize facts ,it’s to test what I’ve actually understood.
Not at the surface level, but in the details that matter: margins, segments, revenue mix, risks.
That’s how I know if I can explain the business to someone else, or not.
Here’s what I do:
Open the DeepSearch report
Click "Create" : "quiz"
Wait 1 minute
Gemini gives you 10 questions like these , all based on the actual report.
Final Thoughts: AI Doesn’t Replace Thinking. It Unlocks It.
Let’s recap:
Prompt 1 :Full Report (business model + numbers + risks)
Prompt 2 : 1-Pager (digestible, reusable, scannable)
Prompt 3 : Quiz (test your real understanding)
All this… in under 60 minutes.
Ask yourself: Why am I not using this yet?
AI doesn’t replace thinking.
But it cuts the clutter so you can think deeper, faster.
If you have any questions, feel free to comment or reach out.
Thanks for reading,
I use AI to help investors turn many rocks - let’s sub and follow each other!
thanks for that !
using infographic is truly insightful.
one thing i like about AI, that lacks in former methods, is the ability to ask for contrarian views/ facts contradicted by some sources.
this is something humans have really hard time doing - as we get emotionally attached to the ticker we started investing time at.
the analysis you've received might be biased towards positive sources and therefore ignore some things official investor relations are either ignoring or brushing over quickly.