Source Post

Will AI Kill Value Investing? How to Beat the Algorithms in 2026.

Aug 14, 2026

The creator argues that AI is not killing value investing, contrary to popular belief. He refutes three common arguments: that AI makes it impossible to find undervalued stocks, that AI stock picking erodes market-beating advantages, and that high-frequency trading with AI makes it impossible to compete. He provides examples of undervalued stocks, including Microsoft and Meta Platforms, which can still be identified despite AI analysis.

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Tickers discussed in this post

AINeutralLow ConvictionResearch Only

AI and machine trading are increasing market volatility, creating more frequent mispricing opportunities for value investors.

UNHBullishMedium ConvictionSignal-backedSecondary

UnitedHealth is currently 10% undervalued, and was 50% undervalued when the creator bought it last year.

NOWBullishMedium ConvictionSignal-backedSecondary

ServiceNow, a top software company, is approximately 38% undervalued.

LLYNeutralLow ConvictionSignal-backedSecondary

Eli Lilly, a top pharmaceutical company, is 12% undervalued, though the creator has sworn off drug companies.

METABullishMedium ConvictionSignal-backedSecondary

Meta Platforms is also identified as an undervalued stock, despite its well-known brands.

MSFTBullishMedium ConvictionSignal-backedSecondary

Microsoft is mentioned as an example of an undervalued stock, despite being heavily analyzed.

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