AWB Investment Research

Automated Warren Buffett — AI-powered investment analysis for long-term, asymmetric opportunities.

Core Thesis

Find companies where we can buy at a price that gives us (a) very little chance of losing money AND (b) potential for 10x in 5 years if AGI plays out as expected.

Two approaches: AGI tailwind + cheap on assets (companies the market undervalues that benefit from AGI), and "AMR-type" contrarian bets (profitable companies the market hates, trading below book, buying back shares).

3,648
Companies Scored
2,935
Financially Screened
214K
Data Points
36
AGI + Cheap Candidates
34
AMR-Type Candidates

Live Dashboards

TRACKER

Investment Tracker

All analyzed companies with two key metrics: (1) at what market cap is this a 10x? (2) what must go right and how likely is it? Plus research queue and verdicts.

LIVE DATA

Screening Dashboard

Tangible book value screening across 2,935 companies. Three screens: AGI + Cheap, AMR-Type (hated but profitable), and all companies sorted by P/TB.

3,648 COMPANIES

AGI Impact Scores

Every public company scored 1-10 for AGI benefit. Score distribution, themes, historical returns backtest, Leopold Aschenbrenner's portfolio analysis, and full sortable table.

Research Reports

STRATEGY

Investment Strategy — "The Painting"

Our progressive, layered approach to finding 10x investments. 8 analysis layers, funnel from 8,049 to ~10 companies, storage strategy, cost budget, operating principles.

REFERENCE

Superinvestor Tracker

Portfolio analysis of 5 investors we follow: Li Lu, Ted Weschler, Todd Combs, Mohnish Pabrai, and Leopold Aschenbrenner. Scored on philosophy alignment, concentration, track record.

PILOT

Floor Price Analysis (10 Companies)

Proof of concept: computing floor prices for 10 randomly selected companies. Methodology for asset-based valuation and downside protection.

FRAMEWORK

Company Analysis Questions

563 questions across 24 categories — the master checklist for deep-diving any company. Covers business, moat, financials, management, risks, AGI impact.

Deep Dives

DEEP DIVE

META (Facebook) — Full Analysis

6-agent deep dive: business & competitive, financial, management, risk, AGI impact, valuation. Three price targets: Very Safe $120-225, Fair Value $690-730, Bull $1,200-1,400.

DEEP DIVE

KRC (Kilroy Realty) — Balance Sheet Analysis

Office REIT at 0.62x book. Leopold Aschenbrenner holds $50M. $9.7B real estate, $500M FCF, 7.6% dividend yield. Why is the most AGI-bullish investor buying an office REIT?

DEEP DIVE

BE (Bloom Energy) — Decision Tree Analysis

Solid oxide fuel cells for on-site data center power. Leopold's #1 position ($1.7B, 22.5%). Revenue $2B growing 37%. At $44B / 22x revenue, already 10x'd. WATCHLIST — want entry at $25-35/share for 10x.

Data sources: SEC EDGAR (XBRL filings, 13F), yfinance (prices, market data). AGI scoring: Claude Sonnet 4.5. Deep dives: Claude Opus. All analysis stored in awb.db (SQLite, Google Drive synced).

Last updated: 2026-03-12