The AI Monitor: A Testimonial

From a reader, February 22, 2025:

AI is already significantly impacting value investing in my research. Deepseek can handle about 80% of my value investing process. It reads tons of latest research reports and investment thesis and is highly knowledgeable about companies’ histories and news. It even puts your (investment) books into training! I tested Tencent’s version of Deepseek on a company’s financials, and it accurately reformulated the balance sheet (95% accuracy), calculating NOPAT, RNOA, Value, and r. While it still struggles with multi-year reports, I’m confident AI will improve quickly.

 

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