Value Investing,
Finally Systematic.
A complete, AI-powered operating system for serious value investors. Four blocks (philosophy, universe, research, the watch) run as one continuous process.
You have the philosophy.
What’s missing is the process.
You’ve read Buffett, Munger, Klarman. You understand the principles. Understanding the philosophy is not the same as having a system that turns it into a decision.
No repeatable framework
Most value investors read broadly, take notes, then act on instinct. That’s a habit dressed up as a process.
Research takes too long
Proper research takes weeks most investors don’t have. So they compress it, and act on a feeling before the work is actually done.
No one to stress-test your thinking
Serious investors think alone. Their blind spots stay blind. No sparring partner, no pressure-test before capital is committed.
A complete operating system.
Four blocks. Always running.
VI Stack takes you from first principles to portfolio management, systematically. AI handles the information; you make the judgments.
The Foundation
Defines who you are as an investor.
Philosophy, risk rules, circle of competence, portfolio architecture. Written down once, reviewed annually, referenced on every decision.
The Hunting Ground
Builds your company universe.
Not a screener. A deliberately small, well-understood set of companies you’d be willing to own. The Advisory Board pre-screens which ones deserve your time.
The Research Engine
Evaluates every candidate through five rigorous gates.
From Quick Screen to Advisory Board. Each verdict (GO, NO GO, WAIT, or TOO HARD) is a real outcome, not a result you forced.
The Watch
Keeps your portfolio current automatically.
Quarterly, annual, and event-driven reviews. Monitoring anchors fire when a thesis assumption breaks, so you hear about it before the price does.
Five gates. Every company.
No exceptions.
Every company you consider runs through five sequential filters. A company must pass each gate before moving to the next. Most stop at Gate 1. That’s the point.
Every verdict is a real outcome. WAIT parks the research with a defined entry zone; TOO HARD is a legitimate, valued answer.
- 1
Quick Screen
Circle of competence filter. Can you explain how this business makes money in ten years?
- 2
Quality Check
Eight characteristics of great compounders. Pricing power, ROIC, durable advantage.
- 3
The Forensics
Full valuation, ten-year financial history, moat depth, risk inventory.
- 4
The Pitch
Synthesise the case into a seven-slide thesis. Vague conviction doesn’t survive this gate.
- 5
Advisory Board
A curated panel of value-investing archetypes stress-tests your thesis from every angle. Final GO / NO GO.
Not a promise. The product.
Real output from the platform — a research verdict, an Advisory Board exchange, and a Foundation written from a member’s own session.
Manual reading, scattered notes, gut-feel decisions.
AI handles the information. You handle the judgment.
Time has always been the real constraint. VI Stack removes the excuse for skipping the process.
Get The Five Gates, free.
The Research Engine in 11 pages: five filters that take a company from idea to GO or NO GO, with a full worked example. Plain, fast, no login. Download it now and the weekly newsletter follows.
Try the valuation math, no sign-up.
The same calculators the research engine uses inside the app, open to everyone. Type in your numbers and watch the result move.
DCF Calculator
Two-stage discounted cash flow. Enter free cash flow per share and your assumptions, get an intrinsic value.
Open calculator →Reverse DCF Calculator
Start from the price, solve for the growth the market expects. The expectations test most investors skip.
Open calculator →Owner Earnings Calculator
Earnings power and owner earnings. A simple cross-check on what the business earns for its owners.
Open calculator →ROIC Calculator
Return on invested capital, the quantitative test for a moat. Compare it to the cost of capital.
Open calculator →Margin of Safety Calculator
The discount of price to intrinsic value, and the price to pay for a target margin. The core discipline.
Open calculator →CAGR Calculator
Compound annual growth rate between two values, or project a value forward. The honest way to read growth.
Open calculator →Which investor archetype are you?
Every investor runs on a temperament. It decides what you notice, what you ignore, and which mistakes you’ll repeat. Twelve questions find yours, along with the blind spots that cost you money. Three minutes, no sign-up.
A room that takes process seriously.
A private, moderated community — value-investing only, no tips, no noise — is in development. It ships into Full OS at no extra cost when it’s ready. There is no higher tier above Full OS, ever.
Start where it makes sense for you.
Start free with the newsletter. Pick up the method as templates, or run your first guided session — then go year-round when you’re ready.
Be first in line
when we open.
Tell us where to reach you and we’ll let you know the moment the platform opens — waitlist subscribers get first access, in order, as each product goes live.
Built by James. I’m not a fund manager; I’m a value investor who got tired of running his process across a dozen spreadsheets and scattered notes, so I built the system I wished existed. More about me →