Alpha with AI
How we research companies with AI: the workflows, the research dives and our model portfolio.
Latest editions
- My investment strategy is having no investment strategy
Why I buy a company and not a sector, where that patience comes from, how much role AI tools play, and what each of the seven names in the model portfolio has done since July.
- Equity Research with AI, Minus the AI Bill: I Built a Free Earnings Watcher Once with Claude Code
A free program reads the SEC filings and results releases for every name you own, twice a day, and writes to your phone only when something matters. Built with AI once; no AI runs it.
- How I Researched a Beaten-Down Software Compounder with Claude Code
Research Dive #5: PTC (NASDAQ: PTC) fell 48% on the AI fear while its recurring revenue kept growing 9%. Is AI taking seats yet?
- The Alpha with AI Letter, September 2026
The Fed hike, four research dives, two names bought without one, greeksoup.ai, what my AI stack costs, and Solstice valued without the deal.
- How to Build a One-Person Equity Research Desk (a Mini Bloomberg) with Claude Fable
A mini Bloomberg in Obsidian, built with Claude Fable 5.1 for three portfolios in two markets
- Delete Your Old AI Finance Skills.
The creator of Claude Code deletes his own instructions with every model release. Here is the five-step rebuild that does the same for your skills without losing a year of your work.
- The Alpha with AI Letter, August 2026
What a paid Alpha with AI subscription now includes: Research Dives, the model portfolio, the watchlist, and AI workflow editions.
- Research Dive #4: Talabat (DFM: TALABAT), Why Is Talabat So Cheap?
Why is Talabat stock down? The Dubai-listed delivery leader, Uber's takeover of Delivery Hero, the technology licence it does not own, and what the filings say a share is worth.