JOHNATHON
CONCKLIN

After more than 25 years in digital marketing, media, and business development, I stepped away from corporate life to focus on investing, family, and building what’s next. I’d been a passive investor for 20 years, but over the past four years, investing became a much more active, hands-on pursuit—and ultimately a major part of what gave me the confidence to make that transition.

More recently, artificial intelligence has become a powerful force multiplier in how I invest—helping me research companies and markets, synthesize complex information, challenge assumptions, identify opportunities, and make better-informed decisions.

I used to spend hours every day consuming market information—CNBC running in the background, newsletters and investing Discords throughout the day, and often hours of YouTube at night. Increasingly, I’m building AI around that entire process so the noise gets filtered before it reaches me.

I’ve built protocols that give AI persistent context around my portfolio, watchlist, priorities, and investing framework—so it understands what matters to me and can continuously help monitor for it. Personalized daily and weekly briefings keep me focused on the information most relevant to my process. Automated alerts watch for conditions I’ve defined in advance. Research gets synthesized faster. New opportunities outside my normal field of view get surfaced. And the system can challenge my assumptions and help me pressure-test decisions rather than simply reinforce what I already believe.

The goal isn’t to let AI make investment decisions for me. It’s to create an ongoing partnership between AI and human judgment—using each for what it does best. AI expands how much information I can research, monitor, and process; I provide the objectives, protocols, experience, judgment, and ultimately make the decisions.

The result is that I can spend dramatically less time consuming raw information without feeling less informed.