Value Investing,
Finally Systematic.
A complete, AI-powered operating system for serious value investors. Four blocks (philosophy, universe, research, the watch) run as one continuous process.
You have the philosophy.
What’s missing is the process.
You’ve read Buffett, Munger, Klarman. You understand the principles. Understanding the philosophy is not the same as having a system that turns it into a decision.
No repeatable framework
Most value investors read broadly, take notes, then act on instinct. That’s a habit dressed up as a process.
Research takes too long
Proper research takes weeks most investors don’t have. So they compress it, and act on a feeling before the work is actually done.
No one to stress-test your thinking
Serious investors think alone. Their blind spots stay blind. No sparring partner, no pressure-test before capital is committed.
A complete operating system.
Four blocks. Always running.
VI Stack takes you from first principles to portfolio management, systematically. AI handles the information; you make the judgments.
The Foundation
Defines who you are as an investor.
Philosophy, risk rules, circle of competence, portfolio architecture. Written down once, reviewed annually, referenced on every decision.
The Hunting Ground
Builds your company universe.
Not a screener. A deliberately small, well-understood set of companies you’d be willing to own. The Advisory Board pre-screens which ones deserve your time.
The Research Engine
Evaluates every candidate through five rigorous gates.
From Quick Screen to Advisory Board. Each verdict (GO, NO GO, WAIT, or TOO HARD) is a real outcome, not a result you forced.
The Watch
Keeps your portfolio current automatically.
Quarterly, annual, and event-driven reviews. Monitoring anchors fire when a thesis assumption breaks, so you hear about it before the price does.
Five gates. Every company.
No exceptions.
Every company you consider runs through five sequential filters. A company must pass each gate before moving to the next. Most stop at Gate 1. That’s the point.
Every verdict is a real outcome. WAIT parks the research with a defined entry zone; TOO HARD is a legitimate, valued answer.
- 1
Quick Screen
Circle of competence filter. Can you explain how this business makes money in ten years?
- 2
Quality Check
Eight characteristics of great compounders. Pricing power, ROIC, durable advantage.
- 3
The Forensics
Full valuation, ten-year financial history, moat depth, risk inventory.
- 4
The Pitch
Synthesise the case into a seven-slide thesis. Vague conviction doesn’t survive this gate.
- 5
Advisory Board
A curated panel of value-investing archetypes stress-tests your thesis from every angle. Final GO / NO GO.
Manual reading, scattered notes, gut-feel decisions.
AI handles the information. You handle the judgment.
Time has always been the real constraint. VI Stack removes the excuse for skipping the process.
A room full of investors who take process seriously.
A private community opens after launch, as a premium add-on to Full OS. Moderated, value-investing only. No tips, no noise. We’re holding it back until there are enough serious investors in the room to make it worth opening the door.
The Hunting Ground
Share company candidates and watchlist ideas.
The Research Desk
Gate-by-gate discussion: share research, get feedback.
The Watch
Earnings reactions, quarterly check-ins, thesis updates.
Portfolio Stories
Decisions made using the OS: what worked, what didn’t.
Product & Ideas
Shape the roadmap. Feature requests, feedback.
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