Have you ever wanted a smart equity analyst who places a fresh investment memo in your inbox first thing every morning? Imagine an analyst who takes your feedback and comes to know your criteria so well that, over time, the ideas align perfectly with how you actually invest. By replying to some of the incoming emails, telling your analyst which ideas fit and which do not, and adding whatever guidance helps, you train your own AI analyst at a small fraction of the cost of a human one. Better still, this analyst weighs thousands of candidates in a short ime, has perfect command of accounting and valuation, and it never sleeps.
That analyst is what we will build in a new course, coming soon. There will also be an easy-to-install reference implementation so you can put your AI analyst to work immediately without going through the course.
This course is a follow-up to our highly successful AI Bootcamp. The response to that program is what inspired us to build this next step. You do not need to have taken the bootcamp; the new course stands on its own. And where the bootcamp leaned toward concepts and context, this one places a premium on immediate value and practicality. It is less theoretical, and more about getting a working analyst into your inbox.
One fresh idea, every working day
Over five short lessons, you will assemble a personal idea engine that emails you a investment memo on a new, criteria-fitting company every working day, Monday through Friday, before the market opens. The course is self-paced and written (along with explainer videos), so you move at your own speed and revisit any lesson whenever you like.
You do not need a programming background, and you will never write a line of code. You describe what you want in plain English, and the software does the technical work, guided step by step. This is built for investors, not engineers. If you can write an email to an analyst, you can build this.
And if you would rather not build it yourself, or you get stuck along the way, you are not left behind. The course includes a complete, ready-to-run version of the engine, a finished build you can put straight to work. You connect your own accounts, let Claude Code handle the setup, and your analyst can be running without going through every lesson. Learn the craft if you want to, or take the shortcut if you are short on time.
The part that makes it yours: reply to refine
The heart of the course, and the part we are most excited about, is the reply-to-refine loop.
When a memo arrives, you read it the way you would read a junior analyst’s note. Some ideas will fit your process. Others will miss. Here is what makes this engine different from anything you can subscribe to: you reply to the email. You tell your analyst that a name was too capital-intensive, or sits outside your circle of competence, or is exactly the kind of idea you want more of. The engine reads your reply, adjusts how it screens and scores companies, and brings the next morning’s idea closer to your taste. Over weeks, the stream bends toward your criteria. You are not editing settings in a menu. You are training an analyst, in the same plain words you would use with a colleague.
A newsletter sends the same names to every reader. Your engine is private, it is yours, and it runs on your definition of a compelling investment opportunity. It gets better the more you use it. The discipline is the real prize. The engine enforces a repeatable, criteria-driven process and sets a pre-screened candidate on your desk every weekday, whether or not you feel like screening that morning. It is a daily idea funnel for any investor who wants one, no technical background needed.
What it is and what it’s not
Let us be plain about what this is and is not. The engine is an idea funnel for your own research, not investment advice and not a buy list. Every memo is a starting point that you carry to the primary filings and judge for yourself. It also relies on your own market-data subscription and a modest amount of AI usage. The course informs you about the estimated costs, so there are no surprises.
How to get it
The course is coming soon. Paid subscribers and MOI Global members will have full access.
Stay tuned for a launch announcement in the near future.
If the idea of a private analyst that learns how you invest appeals to you, become a paid subscriber today.
