In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches, they explore long-term process improvements, the role of AI in research, and how expert calls have changed their approach. Artem and Andrew debate the statistical validity of track records, the impact of conviction borrowing, and the future of market efficiency in an AI-driven world. Listeners will also hear how Artem's investment focus evolved over the past decade, and why understanding customer-level value is now at the core of his process.
This podcast is sponsored by…. well, partly AlphaSense, but partly me!
Long time listeners know that AlphaSense is one of my longest running sponsors and most valuable subscriptions. This podcast is sponsored by them because I’m thrilled to continue my relationship with them…. but it’s also sponsored by me because they recently had me do a webinar on expert calls and using AI with my good friend Artem Fokin, and I wanted to make sure you were aware of it because Artem is fantastic and I’m positive you will enjoy the webinar / learn something if you listen to it!
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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript
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