How the Deep Dive Works

Enter any ticker and get the equivalent of days of institutional research in 30 minutes. Here's exactly what happens behind the scenes and what your Deep Dive delivers.

1

Pick a Ticker

Type any US-listed stock symbol (e.g., AAPL, COST, TSLA) and hit Deep Dive. You can also choose a view mode before you start—"Should I Buy?" for plain English, "Executive Brief" for a newspaper-style summary, "Full Deep Dive" for the complete institutional report, or "Legendary Debate" for the investor showdown.

5 seconds
2

Real Financial Data Is Gathered

The system pulls actual financial data from multiple verified sources—no hallucinated numbers. Income statements, balance sheets, cash flows, and key ratios are collected from SEC filings. Recent earnings call transcripts are scraped so the AI can analyze management commentary first-hand.

1-2 minutes

SEC Filings

10-K and 10-Q data covering 10+ years of income, balance sheet, and cash flow statements.

Earnings Transcripts

Latest quarterly earnings call transcripts with CEO/CFO commentary and analyst Q&A.

Financial Metrics

Key ratios including P/E, ROIC, FCF yield, debt ratios, margins, and growth rates.

3

Multi-Phase Deep Research

This is where the depth happens. Each Deep Dive runs 6 specialized research phases, each producing pages of thorough analysis. Many phases run in two passes—an initial deep dive followed by a refinement pass that challenges assumptions and fills gaps. Every prompt includes the real financial data, so nothing is hallucinated.

20-30 minutes

Industry & Position

Market dynamics, competitive landscape, industry tailwinds/headwinds, and the company's positioning within its ecosystem.

Competitive Moat

Durable advantages analysis: brand, switching costs, network effects, cost advantages, and intangible assets.

Business Model

Revenue streams, unit economics, pricing power, customer concentration, and business model sustainability.

10-Year Financials

Decade-long trends in revenue, margins, cash flow, returns on capital, and balance sheet strength.

ROIC Deep Dive

Return on invested capital breakdown, capital allocation track record, reinvestment rates, and value creation history.

Growth Scenarios

Bull/base/bear projections with revenue drivers, margin trajectories, and scenario-based valuation ranges.

4

Legendary Investors Debate the Stock

Eight legendary investors—each modeled on their real-world philosophy—independently evaluate the stock using all the research gathered. They present bull and bear cases, argue with each other, and arrive at individual buy/hold/sell verdicts. This multi-perspective approach catches blind spots that single-viewpoint analysis misses.

3-5 minutes
5

Your Deep Dive Is Complete

Every Deep Dive is saved permanently—revisit it anytime. A notification appears when the deep research finishes, and you can view it in any of the four formats. Switch between views without re-running the analysis.

Saved forever

4 Ways to Read Your Deep Dive

Every Deep Dive can be viewed in the format that suits your needs.

Should I Buy?

Beginner

Plain English analysis with zero jargon. Written as if explaining to a smart friend who doesn't follow markets. Clear verdict with simple reasoning—perfect for casual investors or sharing with family.

Best for: Quick understanding, sharing with non-investors

Executive Brief

Popular

Newspaper-style article with the key findings distilled into a compelling narrative. Covers the thesis, risks, financials, and verdict in 5-8 minutes of reading time.

Best for: Busy professionals, investment club discussions

Full Deep Dive

Comprehensive

The complete institutional-grade report. Every research phase broken out with detailed data tables, 10-year financial analysis, competitive moat assessment, and scenario-based valuations.

Best for: Serious investors, due diligence on new positions

Legendary Debate

Unique

Watch eight investing legends argue bull vs. bear. Each investor applies their real-world philosophy—from Buffett's moat analysis to Druckenmiller's macro lens. See where they agree and clash.

Best for: Stress-testing your thesis, learning frameworks

Real Data, No Hallucinations

Every number in your Deep Dive comes from verified financial sources—never fabricated.

SEC Filings

10-K and 10-Q filings provide the foundation: income statements, balance sheets, and cash flow data covering 10+ years of history.

Earnings Transcripts

Recent quarterly earnings calls are scraped in real-time, giving the AI direct access to management commentary and analyst Q&A.

Institutional Investors

Offline dataset tracking what major investors like Berkshire Hathaway, Pershing Square, and others are buying and selling.

Multi-Model AI Engine

No single model does everything well. We route each task to the best AI for the job.

Behind every analysis is an ensemble of frontier-class large language models—not just one. Different research phases demand different strengths: deep reasoning, long-context synthesis, precise numerical analysis, and creative scenario generation. Our model router dynamically selects the optimal AI for each task, then cross-validates critical findings with a second model to catch errors and biases.

Specialized Routing

Each research phase—industry analysis, moat assessment, financial deep-dive—is routed to the model best suited for that type of reasoning. No one-size-fits-all.

Dual-Model Validation

Key sections are evaluated by a second independent model that challenges assumptions, checks numerical accuracy, and identifies blind spots the first model may have missed.

Multi-Pass Refinement

Critical research phases run in two passes—an initial deep dive followed by a refinement pass that fills gaps, stress-tests conclusions, and adds nuance.

Institutional Depth per Stock

Every Deep Dive covers industry position, competitive moat, 10-year financials, capital allocation, ROIC, and multi-scenario growth analysis—the depth of a professional equity research report.

Grounded in Real Data

Every AI prompt includes actual financial data and transcripts. The models analyze facts—they don't invent them.

The Debate Panel

Eight legendary investors evaluate every stock from their unique philosophies.

Warren Buffett Moats & compounders
Charlie Munger Mental models & quality
Mohnish Pabrai Cloning & asymmetric bets
Dev Kantesaria Quality at a fair price
Robert Vinall Compounding machines & reinvestment
David Tepper Distressed & contrarian
Stanley Druckenmiller Macro & growth inflections
Pulak Prasad Evolutionary survivors

Head-to-Head Stock Comparison

Can't decide between two stocks? Let the legends decide for you.

Pit 2-4 stocks against each other and all eight investors debate which deserves a spot in your portfolio. They compare competitive positions, valuations, growth runways, and risk profiles side by side. Each investor picks a winner and explains why—giving you the multi-lens view that solo research can't.

Compare Stocks

Frequently Asked Questions

How long does a full analysis take?
A complete Deep Dive takes 25-35 minutes. The system runs 6 multi-phase research passes producing institutional-depth analysis of industry, competition, moat, financials, ROIC, and growth. You'll see a progress indicator and can continue browsing—you'll get a notification when the deep research is done.
Where does the financial data come from?
Financial statements come from SEC filings via verified data providers. Earnings call transcripts are sourced from roic.ai. Investor activity data uses an offline dataset. The AI never invents numbers—all financial figures in your report trace back to real filings.
Can I view old analyses later?
Yes. Every Deep Dive is saved permanently and appears on the home page under "Past Deep Dives." Click any ticker to view it in any of the four formats. You can also find all past Deep Dives in the library.
What does the stock comparison do?
Deep Dive Showdown puts 2-4 stocks head-to-head. The eight legendary investors debate which stock is the stronger investment, comparing fundamentals, moats, valuations, and growth prospects in depth. Each investor picks a winner and explains their reasoning. Takes about 8-12 minutes.
Is this financial advice?
No. This is an AI-powered research tool designed to help you do better due diligence. The investor personas are simulated—they represent analytical frameworks, not the actual views of real people. Always do your own research and consult a financial advisor before making investment decisions.

Deep Dive Any Stock with AI

Enter any ticker and get a thorough Deep Dive—industry, moat, financials, ROIC, growth—grounded in real data.

Start a Deep Dive

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