VingeGPT - Artificial Intelligence GPT for Value Investors

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Candi Carrera

3:40:28

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1. Introduction

1.1 ProjectVingeGPT-cheatsheet.pdf

1.2 VingeGPT-TheNextGenerationOfValueInvesting-v3-final.pdf

1. Introduction.mp4

24:40

2. VingeGPT vs ChatGPT.mp4

05:07

3. Prompting large language models.mp4

16:04

2. First steps with VingeGPT

1. My first prompts.mp4

23:41

2. General value investing knowledge.mp4

19:35

3. Financial ratios including profitability, liquidity, solvency ratios.mp4

22:25

3. Automating the preinvestment process

1. Level 1 analysis - fundamental screens.mp4

07:44

2. Level 2 analysis - intrinsic valuation.mp4

19:16

3. Level 3 analysis - moat & intangible metrics.mp4

10:12

4. Backtesting.mp4

08:47

5. Introduction to textual analysis of financial reports.mp4

34:50

6. Querying VingeGPT outside of preprogrammed instructions.mp4

13:21

4. Conclusion

1.1 ProjectVingeGPT-cheatsheet.pdf

1.2 VingeGPT-TheNextGenerationOfValueInvesting-v3-final.pdf

1. Conclusion & VingeGPT cheat sheet.mp4

06:46

2. Example of valuation with Procter&Gamble and Mondelez International.mp4

03:11

3. Example of complex instructions & dialogue from brands to backtesting.mp4

04:49

Description

Learn how to use the first custom GPT created by value investors for value investors powered by OpenAI

What You'll Learn?

Learn how to use VingeGPT as a value investing large language model
Learn the type of analysis that VingeGPT can do for value investors including full company valuation
Understand how to interact & prompt correctly with VingeGPT as a large-language model
See concrete examples how VingeGPT works
Start using VingeGPT with 4 powerful preprogrammed conversation starters

Who is this for?

Value investors wanting to enhance & increase the efficiency of their value investing process

Investors interested in value investing

New investors needing support of a productivity tool to support their investment process and interpretation of financial ratios

Investors interested in having access to a consolidated database of moat elements like ROIC, brand strength, NPS and eNPS

Investors that no longer want to search for the financial data in company's financial reports

What You Need to Know?

Having done the course The Art of Value Investing

Have a general understanding of value investing

Have a general understanding of company financials and financial reports

To use VingeGPT, a prerequisite is to have a ChatGPT Plus subscription

More details

Description
This course is intended for serious investors who want to increase the efficiency & productivity of their value investing process, enhancing their process by VingeGPT, a fine-tuned and instruction-enhanced artificial intelligence model powered by OpenAI.
This course will teach you how to use "VingeGPT - Value Investing Next Generation", show you concrete examples how to prompt Vinge and discuss what type of analysis Vinge can do.
Currently Vinge can perform the following type of analysis :
perform 3 levels of preinvestment analysis based on the course content The Art of Value Investing.
provide insights about brand valuation and strength for the Top 100 brands in the world
provide insights about customer sentiment (NPS) & employee sentiment (eNPS) for the companies in its investment universe (1.100+ companies at launch phase)
calculate intrinsic value calculations using absolute valuation methods like IV Dividend Discount Model (DDM), IV Gordon Growth Model (GGM), IV Discounted Cash Flow (DCF) and IV Discounted Future Earnings (DFE) methods. VingeGPT can also perform relative valuation methods like Price to Book, Adjusted Price to Book, Price to Earnings, PEG, Price to Cash Flow and more
assess from a value investing perspective financial ratios including profitability ratios (ROA, ROIC, ROCE, RONTA), solvency and bankruptcy likeliness ratios (debt to equity, debt to capital, Altman-Z score) and liquidity ratios (quick, current, working capital) for the companies in its investment universe
determine an appropriate cost of capital approximation for any company or industry
in terms of financial statements analysis users can upload a financial report or conference call transcripts in PDF format and ask Vinge to summarize it, perform a first set of textual and sentiment analysis including polarity and subjectivity
perform backtesting
users can filter on Vinge's investment universe that is updated weekly with over 45+ financial parameters for more than 1.100+ companies at launch phase
If you are a serious investor, learning how to use Vinge will speed up your investment process. Vinge compiles and tries to automate learnings that are available to investors from the courses The Art of Value Investing, The Art of Company Valuation and The Art of Reading Financial Statements.
We hope you will enjoy the course and benefit from the increased productivity by leveraging "VingeGPT - Value Investing Next Generation" powered by OpenAI
Candi on behalf of the VingeGPT team
Who this course is for:
Value investors wanting to enhance & increase the efficiency of their value investing process
Investors interested in value investing
New investors needing support of a productivity tool to support their investment process and interpretation of financial ratios
Investors interested in having access to a consolidated database of moat elements like ROIC, brand strength, NPS and eNPS
Investors that no longer want to search for the financial data in company's financial reports

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My name is Candi Carrera. Born in 1972, I have been a value investor since 2001 with 90% of my personal savings invested in blue chip companies. One of my core principles is to never borrow money when investing in the stock market. I keep the remaining 10% as a permanent cash reserve to buy more stocks when markets get irrational & depressed which happens in average once every 2 - 4 years.At the age of 50 and thanks to value investing learned from Warren Buffett & Benjamin Graham, I was able to "retire" and live today from the passive stream of income that my value investing portfolio delivers. My personal mission is to help people reach their financial independence by teaching them value investing.My main attitude as value investor is to buy shares as if I would be buying the whole company, acting as a business owner and understanding the business I am investing into. During bear markets, investors are depressed and become pessimistic. I take the opportunity during those periods to buy great companies at low prices. As famous investor John Templeton said : "If you want to have a better performance than the crowd, you must do things differently from the crowd". My courses aim at developing a strong investing mindset in order to make better investment decisions and being able to develop and grow a stream of passive income.In parallel to being a value investor since 2001, I have been in many Senior Management positions during my career running companies up to 200 MUSD in annual revenue. Currently I am serving as independent board director in 2 companies in Luxembourg & Dubai/UAE and also running 36 Square Capital our family-owned holding company.From an educational background perspective, I have a Master in Business Administration from University of Lorraine (France) and a Certificate in Value Investing from University of Luxembourg. In 2023 I received from INSEAD the certification of International Directors Programme (IDP-C). I have also been mentoring young entrepreneurs in Luxembourg & university spinoffs since 2010.Since many years I lecture at University of Luxembourg on topics like Big Data, Artificial Intelligence, Strategic management and Entrepreneurship and more recently in 2023 I am privileged to teach at French business school of management ESSCA as adjunct faculty.Last but not least I try to be a good husband and father to my wife & 2 children.

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