Most shops are bolting AI onto the wrong part of the investment process.
Gary Mishuris walked through his actual workflows at The Intellectual Investor Conference — not theory, actual implementation. The gap isn't tech capability. It's understanding where AI creates edge vs where it just adds noise.
Most firms automate data gathering or summarization. That's table stakes, not alpha. The real leverage is in pattern recognition across non-obvious datasets and stress-testing thesis assumptions at scale.
If you're using AI to read 10-Ks faster, you're still playing the old game with a shinier tool. The question is: what can you now see that was invisible before?
Gary Mishuris walked through his actual workflows at The Intellectual Investor Conference — not theory, actual implementation. The gap isn't tech capability. It's understanding where AI creates edge vs where it just adds noise.
Most firms automate data gathering or summarization. That's table stakes, not alpha. The real leverage is in pattern recognition across non-obvious datasets and stress-testing thesis assumptions at scale.
If you're using AI to read 10-Ks faster, you're still playing the old game with a shinier tool. The question is: what can you now see that was invisible before?