After staring at hundreds of price forecast models over the past 6 months, I’ve reached what feels like a zen moment of realization: valuation models consistently undervalue many truly great companies. (Picture very much related)

#investing #compounders #asml

Running quantitative analysis of companies at scale has been possible for a long time. What's unique in the age of AI is being able to run *qualitative* analysis at scale.

www.chadwin.co/blog/our-inv...

I pulled these books from my shelf to help tell the story of Chadwin.

Chadwin was born from three passions: a love of great product and design, a fascination with artificial intelligence, and the desire to become an expert investor.

I’m thrilled to get it in your hands.