u/PuzzleheadedEscape5

Has anyone else built AI workflows for their investing process? I'm curious how you've approached it? How has it transformed your process?

I started building mine a few months ago. I manage a pretty large personal portfolio driven by long time cash flows & sale value from my now exited tech company.

Here's what I did:
- I used Codex to write the code
- I am syncing multiple tools I already pay for as a user, and I had to pay for one additional tool to pull in accurate data.
- I approached it with a cost optimization mindset. While AI helped build the code base, I don't simply call an AI agent to handle everything. Today, it cost me about $125/mo to run all-in, $60 for the data connectors, $65 between the AI analysis and database/server costs.
- It relies on my profile as an investor.
- It relies on my mental models that I have had in place pre-workflow, however, it also ingests and interprets far more data than I typically would, so I consider it additive.
- I get key alerts on existing holdings [based off a weekly sync with my spreadsheet portoflio tracker ive had for 6 years], recommended watchlist tickers, ability to add my own watchlist tickers with triggers like PEG ratio, etc.
- It tracks my returns on new holdings I add to give me a feedback & learning loop.

The workflow is largely automating the initial quantitative work I do on any potential investment so I can focus more deeply on qualitative thinking. I find it hard to outsource the end decision, so my ultimate goal is to be a better investor.

My investing profile has largely been buy and hold quality value companies the last 6 years.

After 4 months of near daily usage, I think it has improved my process. Time will actually tell on this though.

I'd love to hear how others are using AI workflows so I can see ways to improve my own process, but also share more about my own journey if its helpful to anyone.

I’ve been looking at Zoetis after the recent selloff, and I think it is an interesting value setup.

The simple question:
Is Zoetis facing a structural impairment in companion animal demand and pricing power, or is the market overreacting to a cyclical pet-care slowdown and a messy reset in expectations?

This used to be an easy pass for me.

At 30x+ earnings, Zoetis may have been a great business, but the valuation did not make much sense. At roughly 11x forward earnings, the question changes.

Zoetis is a global animal health company across medicines, vaccines, diagnostics, biodevices, genetic tests, and precision animal health. If you own a dog, you may know them through Simparica Trio.

The bear case is real:

- U.S. companion animal revenue declined 11% YoY
- vet clinic traffic is softer
- pet owners are more price-sensitive
- Credelio Quattro is a credible competitor to Simparica Trio
- dermatology is under pressure
- Librela remains an overhang
- management cut 2026 guidance

So I do not think the market is reacting to nothing. The question is whether this is a structural break or a reset in expectations.

The reason I am interested is that the quality profile still does not look broken:
- Gross margin around 70%
- Operating margin in the mid-30s
- ROE around 40%
- ROIC around 18%-20%
- ROCE around 20%+
- Forward payout ratio around 30%
- BBB+ credit rating
- Net debt/EBITDA around 1.65x
- Interest coverage around 15x

Those are not the numbers of a low-quality business or a financially stressed one.

My current view is that the Zoetis flywheel still looks largely intact: high margins, strong free cash flow, trusted veterinary distribution, R&D reinvestment, new products, pricing power, and then more cash to reinvest again.

The valuation is what makes it interesting to me.

Forward EPS expectations are roughly:

2026: $6.85-$7.00
2027: ~$7.40
2028: ~$7.96

If Zoetis can stabilize the business and eventually trade closer to 20x earnings, you can get to a materially higher stock price without assuming a return to the old 30x+ multiple.

That is the core thesis: Zoetis does not need to become expensive again. It just needs to prove the flywheel is not broken.

What would make me wrong:
If the pet-care slowdown is structural, if Zoetis loses share in key franchises, if pricing power fades, if Librela or other product issues damage trust with vets, or if the R&D pipeline fails to offset pressure in existing products, then the old margin and multiple structure probably no longer applies.

I think this can go very wrong or very right, which is usually where I start paying attention.

Curious how others are thinking about ZTS. Is this a broken compounder, or is the market pricing in too much permanent impairment?

Disclosure: I now own shares! Not investment advice.

Each one has 600 mg of ape so thinking of taking 3.5 capsules or 2.1g. Is that stupid?

I have taken full eighth doses (combined with brownies because I’m an idiot) before in my youth - they turned me away from shrooms for 15+ years. It wasn’t negative per se, it was just too strong.

I recently took 2 g of dried shrooms that were def low potency (friend gave it, mentioned it was a year + old) and it was not much to write home about but I respected the introspection.

Now these capsules are supposed to be way diff. I assume as APE.

I want to go for what is a real 2 g dose - some euphoria, some introspection, some visual changes but anchored to reality to a good enough degree. I want to avoid time dissociation and intense visuals.

Thoughts how I should dose it? It’s gonna be me and my brother, so it’ll be a special experience imo.