S1E192 - Gary Mishuris: Beyond the Magic Genie: Why AI Won't Pick Your Stocks But Will Transform Your Process & What 200+ hours of AI experimentation taught him about modern value investing

Gary Mishuris is a CFA and managing partner of Silver Ring Value Partners who combines MIT computer science training with behavioral discipline to practice intrinsic value investing while pioneering practical AI integration in fundamental research.

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.

https://www.tenzingmemo.com/

And if you haven't yet, find me on Substack!

3:00 - Gary frames AI through personal experience: recalls Fidelity portfolio manager using legal pad instead of Excel 25 ye...