Core Insights - The article discusses the performance of Poetiq, an AI startup, which achieved a score of 54% on "Decoding markets beyond P/E" using AI models derived from ChatGPT and Gemini [1] Investment Strategy - The investment strategy outlined emphasizes a balanced portfolio, consisting of approximately 50% low-cost funds and 50% single stocks, focusing on asymmetric bets [1] - The approach to investing is long-term, with a minimum holding period of 10 years for stocks [1] Market Understanding - The article highlights the importance of understanding market dynamics beyond traditional metrics like P/E ratios, viewing markets as a meeting point of demand and supply [1] - Predicting human behavior is deemed crucial for understanding market perceptions of stocks, which involves analyzing sectors, industries, and long-term growth trends [1] Personal Background - The author is based in Geneva, Switzerland, and holds a Master's Degree in Business, indicating a strong educational background in finance [1]