Episode

Samir Patel on Using AI Intelligently Within the Investment Process

Podcast: This Week in Intelligent Investing
Published: Nov 13, 2025
Duration seconds: 3809
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Summary

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.