How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor

Generative AI is no longer a distant experiment; it is here, reshaping how research is done, how portfolios are managed, and how decisions get made. How Not to Be Replaced by a Spreadsheet That Talks does not bombard readers with jargon or techno-utopian promises. Instead, it shows fundamental investors, analysts, and portfolio managers how to think differently, how to adapt, stay relevant, and thrive in an era where algorithms are becoming their closest colleagues and sometimes their fiercest competitors.

With humor, clear explanations, and real-world investing wisdom, it explores how Generative AI tools can augment the investment research process, challenge long-standing assumptions, and change the daily practice of fundamental investing. More importantly, it lays out the mindset shifts you need: from resisting the machines to learning how to use them without losing your own edge.