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ContrarianValue Edge

Anil Tulsiram

Learn Investing from First Principles—Not Pattern Recognition. In an AI-Driven World, Mastering AI as Your Teammate Demands Relentless Curiosity and Unyielding Questions.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues22SubscribersRead contrarianvalueedge.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Analyst AI Reserach Stack

### I made an effort to bring together all my posts on AI in one comprehensive blog and presentation.

2 months ago
7
1

ChatGPT, Gemini, NotebookLM: What Each Tool Is Best At (and When to Use Which)

## 1) Core strengths and “cognitive bottleneck”

2 months ago
55
1

Vinod Sethi Investment Framework

Golden rule - control anything that can be controlled and give explicit instructions to AI, else AI will make its own assumptions

2 months ago
6
0

Authors

The writers behind this newsletter.

  • Anil Tulsiram

    I’m Anil Tusliram—CA (India), CFA (USA)—applying a venture-capital lens to listed banks, NBFCs, and fintechs. I invest from first principles, not patterns. Yoga, reading, and the Bhagavad Gita shape my thinking in an AI-driven world.

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