Mastering Timeless Investing Principles in the Age of Artificial Intelligence

By Berg Codex

Every technological revolution creates the same trap: genuinely transformative technology, priced by a market too excited to tell the winners from the wreckage. Railroads. Radio. The internet. Now AI.

The AI Value Investor is the definitive guide to navigating this one — a 254-page, 34-chapter masterclass combining Benjamin Graham and Warren Buffett's timeless value investing principles with the specific technical literacy required to actually evaluate AI companies today.

This is not a stock-picking newsletter. It's not a list of tickers to buy tomorrow. It's a complete, professional-grade investing education — the kind you'd expect from a $60+ finance bestseller, built specifically for the AI age.

📖 What's Inside — 254 Pages, 10 Parts, 34 Chapters

• Part I: Why AI changes everything — but not the rules of investing
• Part II: How markets misprice AI companies, and the psychology of investing through a technological revolution
• Part III: Reading financial statements and valuing AI companies like a professional — DCF, owner earnings, free cash flow yield, and every major valuation method, adjusted for AI's unique accounting distortions
• Part IV: The original AI Value Framework — seven pillars for identifying genuinely winning AI companies, applied across infrastructure, software, and every major industry AI is transforming
• Part V: The new competitive moats of the AI era — data, distribution, talent, switching costs, and compute access — and the specific patterns that predict which AI companies will fail
• Part VI: Advanced techniques — building a watchlist, reading annual reports and conference calls like a professional, competitive analysis frameworks
• Part VII: Portfolio construction — diversification, position sizing, when to buy, when to sell, and managing macro risk
• Part VIII: Using AI itself as a research tool — prompt engineering, automation, and building your own research assistant
• Part IX: Full worked case studies — an AI chip company, an AI SaaS company, and an AI healthcare company, fully analyzed
• Part X: Building generational wealth — investing through the next twenty years and creating your lifetime investment system

🎁 Complete Appendix Package

✅ The 50-Point AI Company Evaluation Checklist ✅ Intrinsic Value Calculator (build guide for Excel/Google Sheets) ✅ AI Investment Research Prompt Library ✅ Annual Report Analysis Framework ✅ Economic Moat Scorecard ✅ AI Company Due Diligence Worksheet ✅ Portfolio Allocation Template ✅ Investment Journal Template ✅ Full AI Investing Glossary

✅ This Book Is For You If:

→ You're a retail or long-term investor trying to separate real AI businesses from hype → You want professional-grade analysis tools, not stock tips → You're a finance student, MBA, or CFA candidate wanting a modern application of classic value investing → You want a reference book you'll actually keep on your desk for years

📥 Instant Delivery

254-page PDF · Instant digital download · Any device · Lifetime access · No subscription

Disclaimer: This book is for educational purposes only and does not constitute financial advice. The author is not a licensed financial advisor.

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