[WEEK 21/52]: If AI had a baby with Warren Buffett, they'd have made this Checklist:
I have emerged victorious! After a month of debugging and coding with Claude, my software is bug-free, working, and enabling me to go at 3x the daily speed.
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Featured Friends:
This week we had special engagement with one human, and one robot. I appreciate whatever bot is running @theaiportfolios on X, I think this is sage advice to those of us who struggle with trading:
And the second shoutout from X goes to Rico. He used AI to code his own short-term momentum indicator for Stocks. Maybe he was influenced by me :), because he tagged me when launched.
Emmanuel has also been all over the Substack, thank you for engaging!
And a very cool shoutout from $DAVE!
Now in 2026, I’m building an institutional grade investment fund on top of a fully proprietary AI platform. We’ll be going live to @ThoughtfulCapLP with the fund thesis! (Website launching June 1st).
My X article last week topped out at 23,900 views! My most viral ever!
This year, I set the goal to publish a thoughtful blog every Monday.. 52 of them! Don’ Daily is a recap of the entrepreneurship adventures I collect, as well as the new lessons I’m constantly learning from investing.
Engage on X and get your profile featured to our readers!
When I first set up the website last month, they assigned the project name Luminous Wisp. I have no idea what it means, but it’s been our Project Codename, so it’s grown on me.
Have any of you built your own custom AI software for a personal use case yet? Let me know if you did, I’d love to feature some screenshots of it!
A Robust Dashboard
So here’s the homepage I open my software to:
I can quickly see a Dashboard of where I’ve been investing, and the number of companies in each stage.
Scrolling down and there’s a Bird’s Eye View of the entire pipeline (with hovering cards so I can remember analysis):
And below that is an overview of my active investments vs active trades:
I’ve essentially built a Dashboard that tracks everything about where we’re investing, and what we should be tracking to maintain thesis.
In Depth Company Profiles
At the heart of this process, is a 7 step system going from research to investment.
Those 7 steps (sorry they’re hard to see) are the sequence I must move through with each deal.
You can see I’m pulling and calculating THOUSANDS of custom metrics across all these companies.
Here’s just 1 of the 7 pages for you:
Now let’s dive into one of the 7 individual pages.
Here’s the ‘Current Value’ tab on Apples Stock page.
And thanks to software, it auto-calculates all key metrics that I care about in the blink of an eye. Hooked into real-time financial data via an API.
Further scrolling, we get to the valuation ranges. This helps me understand where the current stock price is relative to its potential movement (based on PE multiples and thoughtfully-adjusted TTM revenue).
And to help me understand what warrants a ‘FAIR’ multiple per each individual stock, I pull and calculate custom multiples metrics over the past 1-12 Quarters.
This helps me comp the current multiple to historical multiple averages.
At the bottom of each of the 7 steps lies a ‘reasoning’ input.
This is where I summarize all my findings.
Investment Memo
The 6th step requires I complete an Investment Checklist. This is the final information used to auto-capture our investment memo for us. And is the final step required before I can invest.
One cool feature is this matrix I built to help me mentally model where the deal fits into our overall portfolio structure.
And to ensure I’m not shortcutting our methods, I even have a literal checklist that is required before making any investment.
And then I literally sign an agreement with my own self, to ensure compliance with our deployment strategy.
One of the checklist items actually requires me to read a 10 page memo I wrote to myself. And the memo has randomized checkpoints, so I can’t just skip through it. This yet again forces me to absorb the true mindset of a top 10% investor.
Here’s a photo of one of the checkpoints within that required reading:
The fence is up, now we just need to stay within its bounds.
Investment Journal
To track all the madness, I have an update feature associated with each company. This lets me journal and track things easily.
Example, there’s multiple categories to select from when journaling, even ‘analysis paralysis’ when I’m overthinking.
Once an update is added, it appears in chronological order within that companies profile.
Allowing me to easily go back and track why I did certain moves, and how I was thinking about deals I hit on, or missed.
Why it matters:
I have a really bad problem where I trade. I will trade the same dollar 10 times during a year sometimes. It’s ridiculous, and not a top investor method. I built this system for myself as a way to harness that excitement into research, and thoughtful analysis of each company. The software forces me to slow down, and forces me to track everything. I’ve only had it live and running a few days without bugs, but already the benefits are clear. The deals I’ve done in the last two days are much cleaner, more thoughtful, and safer in nature than the others. This software enables me to have a repeatable system to underwrite companies, and build a true cash cow over time.
It requires I fundraise more, but fundraising requires I first build a clearly well designed portfolio. So that’s what we’re laser focused on doing.
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