This Week in Intelligent Investing · 2025-11-13 · 1h 3m
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the Dallas - Fort Worth area. Samir discusses the use of AI in the investment process. Samir explains how and why he uses certain AI tools and approaches through the lens of mental models, including trait adaptivity, focus, and cognitive biases. Enjoy the conversation! - Further reading: Poor Ash's Almanack (latticework of 100+ mental models) Deep dive on AI and its implications for value investing Letter on how AI is driving improvements in productivity - Samir Patel is the founder, principal, and portfolio manager of Askeladden Capital Management LLC, an investment firm he established in 2015. Based in Texas, the firm employs a research-driven, value-investing philosophy and focuses on a concentrated, long-only strategy in small and micro-cap securities. Patel is also known for his shareholder activism, having publicly engaged with companies like MiX Telematics and AstroNova to advocate for changes intended to increase shareholder value.
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