Domo Arigato Mr. Roboto – Using AI Chatbots for an initial Stock Quality scoring
As I mentioned in my 2025 Q2 Performance review, my central investing tool is now a dynamic watchlist that prioritizes Companies based on Quality, Valuation and Momentum.
I have already discussed my preliminary approach to momentum the last time.
Now how to approach the quality of a company in an efficient way ?
The main issue here is that I will not be able to do a “full stack” analysis for each and every company I come across. But I want to have at least a quick “starting point” which I could use to decide if it makes sense to dig deeper or not.
I defined 10 criteria that give me a first insight on how a company could fit to my “Beuteschama” or not. If I would want to check these criteria manually, I would need to use several sources, such as TIKR, some stock websites, the companies’’s IR website and the annual and quarterly reports. A process that on average takes me at least 60-90 minutes to get to a conclusion.
So I decided to try out LLMs in order to “outsource” this first step screening and scoring.
value and opportunity 