The 60-Minute Filter for Equity Research using Gemini
How I use Gemini DeepSearch to decide if a company deserves my time, in under 60 minutes.
One of the most under-discussed problems in investing is not valuation.
It’s time allocation.
Most investors don’t lose money because they lack information. They lose money because they spend weeks researching businesses that were never worth that effort in the first place.
Over time, I realised something uncomfortable.
Deep research is not the starting point.
Filtering is.
This article explains the 60-minute AI-assisted workflow I now use to decide whether a company deserves deeper research at all. Not whether it’s a “good” or “bad” company. Just whether it has earned more of my time.
The Real Objective: Time, Not Certainty
This process is not designed to produce conviction.
It’s designed to answer a much simpler question:
Is this business clear, durable, and understandable enough to justify deeper work right now?
That distinction matters.
A company can be excellent and still fail this filter.
That doesn’t make it a bad business.
It just means the signal is too weak, too noisy, or too complex at this stage.
Time is capital. This workflow is about allocating it rationally.
Why AI Fits This Stage Perfectly
AI is often misused in investing.
People try to outsource judgment to it.
That’s backwards.
Where AI actually shines is compression:
compressing documents,
compressing years of disclosures,
compressing complexity into first-order signals.
In this workflow, AI does not decide anything.
It simply speeds up the part that humans are worst at doing efficiently.
Judgment stays human.
Step 1: AI Deep Business Review
The first step is an AI-driven deep business review.
The goal here is not summarisation.
It’s to understand the economic engine of the business.
At this stage, I want clarity on:
what the company actually sells,
where revenue and profits truly come from,
how margins differ across segments,
how capital-intensive the business is,
whether returns are driven by structure or circumstance,
and what the real risks look like beneath the surface.
I treat this like an acquisition-style review, not a stock pitch.
This step alone eliminates a surprising number of companies.
If the economics are weak, fragile, or overly dependent on narratives, I stop.
No models. No valuation. No sunk-cost fallacy.
→ First, use Gemini with DeepSearch to generate an expert-level business analysis.
