Independent Investment Research

Dadao Capital

大道资本

AI-assisted investment research, published in the open. Daily market briefs on X, weekly deep-dives on Substack — models do the scanning, judgment stays human.

Research

Published in the open

Every note is written to be read, challenged, and checked. No paywalled black boxes — the reasoning is the product.

Approach

Machines scan. Humans decide.

AI is leverage, not an oracle. The workflow is built to keep the human in the loop where it matters most — judgment.

01

Scan

Models sweep filings, transcripts, macro data, and price action continuously — coverage no single analyst could match.

02

Synthesize

Signals are compressed into structured briefs: what happened, why it matters, and what would change the view.

03

Publish

Daily briefs go to X, deep-dives to Substack. Public by default — being wrong in public is the fastest way to get sharper.

About

One person, full stack

Dadao Capital (大道资本) is an independent investment research practice based in Toronto — built around a simple bet that AI-assisted workflows let one person do the work of a small research team.

The research is published, not pitched. If the work is good, the audience compounds; if it isn't, no marketing fixes it.

“大道至简” — the great way is simple. Fewer positions, deeper work, written down.
Contact

Start with the research

The fastest way to reach Dadao Capital is through the work itself — reply to a brief, comment on a letter.