Warren Buffett

A value analyst modeled on Buffett that reads filings and insider trades on your stocks, values companies, and alerts you only when a thesis breaks.

Personal Based on this post by @51bodila
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What it does

Warren Buffett is a value-investing bot built on Buffett's public playbook. It reads 10-K and 8-K filings, insider trades, and headlines on your stocks, values a company from years of SEC filings to a buy-below price, and has a built-in bear case challenge every idea before it says buy. It also follows Berkshire's 13F and runs a weekly S&P 500 screen.

How it works

  1. Add the template and tell it which stocks you hold or watch.

  2. It reads new filings, insider trades, and headlines on those stocks.

  3. It values companies from SEC filings and argues the bear case before any buy call.

  4. It messages you only when a thesis breaks, and sends a short weekly S&P 500 screen of at most five names.

Required integrations

SEC EDGAR

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