Solid breakdown of the essential toolkit. SEC EDGAR is absolutely the bedrock of any serious process. I always start with the raw 10-Qs before looking at any pre-packaged screener data. The biggest risk with the current wave of AI tools is the temptation to completely outsource our thinking. If the business model doesn't make logical sense in everyday life, even the most sophisticated Claude prompt won't save us from a value trap. Doing the manual forensic work builds the actual conviction needed to hold through a severe drawdown. A necessary reminder to stick to the roots.
100%. The challenge is building a process around AI not through it. We need to keep our brains exercised enough to know when and how to design the systems and push back where appropriate.
I don;t have budget
i get FREE SEC database
is there something wrong?
You can do really well with $0 budget. The SEC website has most of the info you need!
Solid breakdown of the essential toolkit. SEC EDGAR is absolutely the bedrock of any serious process. I always start with the raw 10-Qs before looking at any pre-packaged screener data. The biggest risk with the current wave of AI tools is the temptation to completely outsource our thinking. If the business model doesn't make logical sense in everyday life, even the most sophisticated Claude prompt won't save us from a value trap. Doing the manual forensic work builds the actual conviction needed to hold through a severe drawdown. A necessary reminder to stick to the roots.
Flo ✌🏻
100%. The challenge is building a process around AI not through it. We need to keep our brains exercised enough to know when and how to design the systems and push back where appropriate.
"Around it, not through it" is exactly the right distinction.