Annual Meeting

Improving Your Stock Research Using AI

Drowning in stock research? Feel like SEC filings were designed to put you to sleep? Do your AI responses leave you stumbling down a rabbit hole with no idea how to get the answers you really need and no idea which resources the AI responses came from? Let Bakul show you how to structure your AI prompts and provide you with essential information. In under an hour, you’ll learn how to use an AI tool—with Value Line or Morningstar—to whip up a Stock Selection Guide (SSG) and pull key insights from 10-Ks, 10-Qs, 8-Ks, and earnings transcripts. No more hours of trudging through boilerplate, or vague AI information from unknown resources—just faster, essential fundamental stock research outcomes from reliable resources.

Bakul Lalla

Bakul Lalla has been a lifetime member of BetterInvesting since 1995. He previously served as president of an investment club before choosing to pursue independent investing, with an increasing focus on online engagement. Bakul has been a speaker at the BetterInvesting National Convention (BINC), presenting in Atlanta in 2009 and St. Louis in 2010. A self-taught investor, he has drawn inspiration and strategies from a wide range of respected sources, including the American Association of Individual Investors (AAII), BetterInvesting, and renowned figures such as Benjamin Graham, Warren Buffett, Charlie Munger, Philip Fisher, Joel Greenblatt, and Martin Whitman. Bakul holds a Bachelor of Science in Electrical Engineering and a Master of Science in Computer Engineering, both from the University of Southern California. He also earned a Master of Business Administration from the University of Redlands.