Turning Over 70,000 Rocks

Turning Over 70,000 Rocks

From Risk of Ruin by Half Kelly Media

May 14, 2026 · 54 min

About this episode

Andrew Martin discusses value investing and the use of AI in identifying small call value stocks.

Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm's use of AI, and how to know whether to sell a loser. Fairlight's investor letters: https://www.fairlightcapital.com/investor-letters Follow Andrew on Twitter: https://x.com/Fairlight_Cap Follow the show on Twitter: https://x.com/halfkelly Support the show: https://riskofruinpod.substack.co...

People in this episode

Host: Half Kelly

Guest: Andrew Martin

Topics covered

  • value investing
  • AI in finance
  • stock market analysis
  • investment strategies
  • diligence process

Keywords

  • Fairlight Capital
  • value stocks
  • investment
  • AI
  • sell strategy

Mentioned in this episode

Organizations: Fairlight Capital

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