Samir Patel on Using AI Intelligently Within the Investment Process
From This Week in Intelligent Investing by John Mihaljevic and Elliot Turner
November 13, 2025 · 1h 3m · Season 3 · Episode 54
About this episode
Samir Patel discusses the use of AI in the investment process through the lens of mental models.
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.
People in this episode
Hosts: Elliot Turner, John Mihaljevic
Guest: Samir Patel
Topics covered
- AI in investing
- small/micro-cap value investing
- mental models
- cognitive biases
- investment process
Keywords
- AI tools
- investment strategies
- trait adaptivity
- focus
- cognitive biases
Mentioned in this episode
Organizations: Askeladden Capital
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