Vinge - Value Investing Next Generation

Empowering value investors with artificial intelligence - a custom GPT built on top of OpenAI ChatGPT

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

Requirements

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

Description

This course is intended for serious investors who want to increase the quality & productivity of their value investing process, enhancing this process by Vinge, a fine-tuned and instruction-enhanced artificial intelligence model powered by OpenAI.This course will teach you how to use Vinge, 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 strength for the Top 100 brands in the worldprovide 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 moreassess 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 universedetermine an appropriate cost of capital approximation for any company or industryin 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 subjectivityperform backtestingusers can filter on Vinge's investment universe that is updated weekly with over 45+ financial parameters for more than 1.100+ companies at launch phaseIf 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 Vinge powered by OpenAICandi on behalf of the Vinge team

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 VingeGPT vs ChatGPT

Lecture 3 Prompting large language models

Section 2: First steps with VingeGPT

Lecture 4 My first prompts

Lecture 5 General value investing knowledge

Lecture 6 Financial ratios including profitability, liquidity, solvency ratios

Section 3: Automating the preinvestment process

Lecture 7 Level 1 analysis - fundamental screens

Lecture 8 Level 2 analysis - intrinsic valuation

Lecture 9 Level 3 analysis - moat & intangible metrics

Lecture 10 Backtesting

Lecture 11 Introduction to textual analysis of financial reports

Lecture 12 Querying VingeGPT outside of preprogrammed instructions

Section 4: Conclusion

Lecture 13 Conclusion & VingeGPT cheat sheet

Lecture 14 Example of valuation with Procter&Gamble and Mondelez International

Lecture 15 Example of complex instructions & dialogue from brands to backtesting

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