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.
Every note is written to be read, challenged, and checked. No paywalled black boxes — the reasoning is the product.
Overnight markets, key data prints, and what actually moved — distilled by AI, curated by a human, every trading day.
Follow the threadSingle-name and sector studies: filings, transcripts, and numbers, worked through slowly — kept here in a permanent, readable archive.
Browse the archiveQuick-hit charts, earnings reactions, and working notes — the raw material between the polished pieces.
See the notesAI is leverage, not an oracle. The workflow is built to keep the human in the loop where it matters most — judgment.
Models sweep filings, transcripts, macro data, and price action continuously — coverage no single analyst could match.
Signals are compressed into structured briefs: what happened, why it matters, and what would change the view.
Daily briefs go to X, deep-dives to Substack. Public by default — being wrong in public is the fastest way to get sharper.
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.
The fastest way to reach Dadao Capital is through the work itself — reply to a brief, comment on a letter.