Value Investing Using Artificial Intelligence And VingeGPT

Master AI-powered investing! Learn how VingeGPT streamlines value investing and drives smarter decisions. Join value investing course today! Read more.

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Course Skill Level
Beginner
Time Estimate
3h 32m

My name is Candi Carrera. Born in 1972, I have been a value investor since 2001 with 90% of my personal savings invested in blue chip companies. One of my core principles is to never borrow money when investing in the stock market. I keep the remaining 10% as a permanent cash reserve to buy more stocks when markets get irrational & depressed which happens regularly. At the age of 50 and thanks to value investing learned from Warren Buffet & Benjamin Graham, I was able to "retire" and live tod

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About This Course

Who this course is for:

  • Value investors looking to enhance the efficiency of their value investing process
  • Investors interested in value investing and seeking a more streamlined approach
  • New investors aiming to accelerate their investment process and boost productivity
  • Investors who want access to a consolidated database of moat elements like ROIC, brand strength, NPS, and eNPS
  • Investors tired of searching for financial data in company reports
  • Investors seeking an all-in-one tool for in-depth investment analysis

What you’ll learn: 

  • How to use VingeGPT as a specialized value investing large language model
  • Types of analysis VingeGPT can perform, including full company valuation
  • How to interact with and prompt VingeGPT effectively for accurate results
  • Real-world examples demonstrating how VingeGPT works
  • How to use four preprogrammed conversation starters to kickstart your analysis
  • Conducting macroeconomic analysis using VingeGPT
  • Prompting VingeGPT for sentiment and complexity analysis of financial reports
  • Understanding why VingeGPT, as a fine-tuned custom GPT, outperforms general models like ChatGPT
  • Fetching and analyzing relevant company news directly through VingeGPT

Requirements: 

  • Basic understanding of value investing principles
  • Familiarity with company financials and financial reports
  • Completion of The Art of Value Investing course (recommended)
  • Experience with prompting large language models like ChatGPT

This value investing course is designed for serious investors looking to increase the efficiency and accuracy of their investment process. Powered by OpenAI, VingeGPT – Value Investing Next Generation is a specialized AI model fine-tuned for value investing, helping you analyze complex financial data and make informed decisions faster.

In this course, you’ll learn how to leverage VingeGPT to perform comprehensive investment analysis, including:

  • Full Investment Analysis – Analyze over 20,000 companies using absolute valuation methods (Dividend Discount Model, Discounted Cash Flow, Discounted Future Earnings) and relative valuation methods (Price to Book, Price to Earnings, PEG, and more).
  • Moat Elements Analysis – Evaluate brand strength, customer sentiment (NPS), and employee sentiment (eNPS) for companies in its database.
  • Financial Ratios Assessment – Assess key financial ratios, including profitability (ROA, ROIC, ROCE, RONTA), solvency (debt-to-equity, Altman-Z score), and liquidity (quick, current, working capital).
  • Cost of Capital Calculation – Determine the appropriate cost of capital for any company or industry.
  • Textual Analysis – Access insights from over 100,000 financial reports (10-K, 10-Q, 20-F) for 1,000+ U.S.-listed companies.
  • Industry Insights – Analyze data from 143 industry clusters, with insights on competitive positioning and trends.
  • Macroeconomic Indicators – Tap into the U.S. Federal Reserve’s FRED database for key indicators like unemployment rates, consumer sentiment, and more.
  • Integrated News Search – Stay updated with relevant company news through VingeGPT’s built-in news search module.

This course consolidates insights from The Art of Value Investing, The Art of Company Valuation, and The Art of Reading Financial Statements – Textual Analysis—helping you streamline your analysis process and make confident investment decisions.

Interested in building a strong foundation for your future? Join my courses and gain essential skills.

Our Promise to You

By the end of this course, you’ll have the knowledge and tools to enhance your value investing process using VingeGPT. Our goal is to help you save time, improve accuracy, and make smarter investment decisions. If you’re serious about value investing, this course will give you a powerful edge in the market.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
"VingeGPT - Value Investing Next Generation" Vs ChatGPT 00:00:00
Prompting Large Language Models 00:00:00
Section 2 - First Steps With VingeGPT
My First Prompts 00:00:00
General Value Investing Knowledge 00:00:00
Financial Ratios Including Profitability, Liquidity, Solvency Ratios 00:00:00
Section 3 - Automating The Pre-Investment Process
Level 1 Analysis - Fundamental Screens 00:00:00
Level 2 Analysis - Intrinsic Valuation 00:00:00
Level 3 Analysis - Moat And Intangible Metrics 00:00:00
Backtesting 00:00:00
Introduction To Textual Analysis Of Financial Reports 00:00:00
Querying VingeGPT Outside Of Preprogrammed Instructions 00:00:00
Section 4 - Conclusion
Conclusion And VingeGPT Cheat Sheet 00:00:00

About This Course

Who this course is for:

  • Value investors looking to enhance the efficiency of their value investing process
  • Investors interested in value investing and seeking a more streamlined approach
  • New investors aiming to accelerate their investment process and boost productivity
  • Investors who want access to a consolidated database of moat elements like ROIC, brand strength, NPS, and eNPS
  • Investors tired of searching for financial data in company reports
  • Investors seeking an all-in-one tool for in-depth investment analysis

What you’ll learn: 

  • How to use VingeGPT as a specialized value investing large language model
  • Types of analysis VingeGPT can perform, including full company valuation
  • How to interact with and prompt VingeGPT effectively for accurate results
  • Real-world examples demonstrating how VingeGPT works
  • How to use four preprogrammed conversation starters to kickstart your analysis
  • Conducting macroeconomic analysis using VingeGPT
  • Prompting VingeGPT for sentiment and complexity analysis of financial reports
  • Understanding why VingeGPT, as a fine-tuned custom GPT, outperforms general models like ChatGPT
  • Fetching and analyzing relevant company news directly through VingeGPT

Requirements: 

  • Basic understanding of value investing principles
  • Familiarity with company financials and financial reports
  • Completion of The Art of Value Investing course (recommended)
  • Experience with prompting large language models like ChatGPT

This value investing course is designed for serious investors looking to increase the efficiency and accuracy of their investment process. Powered by OpenAI, VingeGPT – Value Investing Next Generation is a specialized AI model fine-tuned for value investing, helping you analyze complex financial data and make informed decisions faster.

In this course, you’ll learn how to leverage VingeGPT to perform comprehensive investment analysis, including:

  • Full Investment Analysis – Analyze over 20,000 companies using absolute valuation methods (Dividend Discount Model, Discounted Cash Flow, Discounted Future Earnings) and relative valuation methods (Price to Book, Price to Earnings, PEG, and more).
  • Moat Elements Analysis – Evaluate brand strength, customer sentiment (NPS), and employee sentiment (eNPS) for companies in its database.
  • Financial Ratios Assessment – Assess key financial ratios, including profitability (ROA, ROIC, ROCE, RONTA), solvency (debt-to-equity, Altman-Z score), and liquidity (quick, current, working capital).
  • Cost of Capital Calculation – Determine the appropriate cost of capital for any company or industry.
  • Textual Analysis – Access insights from over 100,000 financial reports (10-K, 10-Q, 20-F) for 1,000+ U.S.-listed companies.
  • Industry Insights – Analyze data from 143 industry clusters, with insights on competitive positioning and trends.
  • Macroeconomic Indicators – Tap into the U.S. Federal Reserve’s FRED database for key indicators like unemployment rates, consumer sentiment, and more.
  • Integrated News Search – Stay updated with relevant company news through VingeGPT’s built-in news search module.

This course consolidates insights from The Art of Value Investing, The Art of Company Valuation, and The Art of Reading Financial Statements – Textual Analysis—helping you streamline your analysis process and make confident investment decisions.

Interested in building a strong foundation for your future? Join my courses and gain essential skills.

Our Promise to You

By the end of this course, you’ll have the knowledge and tools to enhance your value investing process using VingeGPT. Our goal is to help you save time, improve accuracy, and make smarter investment decisions. If you’re serious about value investing, this course will give you a powerful edge in the market.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today!

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
"VingeGPT - Value Investing Next Generation" Vs ChatGPT 00:00:00
Prompting Large Language Models 00:00:00
Section 2 - First Steps With VingeGPT
My First Prompts 00:00:00
General Value Investing Knowledge 00:00:00
Financial Ratios Including Profitability, Liquidity, Solvency Ratios 00:00:00
Section 3 - Automating The Pre-Investment Process
Level 1 Analysis - Fundamental Screens 00:00:00
Level 2 Analysis - Intrinsic Valuation 00:00:00
Level 3 Analysis - Moat And Intangible Metrics 00:00:00
Backtesting 00:00:00
Introduction To Textual Analysis Of Financial Reports 00:00:00
Querying VingeGPT Outside Of Preprogrammed Instructions 00:00:00
Section 4 - Conclusion
Conclusion And VingeGPT Cheat Sheet 00:00:00

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