P5-C2 · 6-Week Reading Roadmap for Getting Started¶
Core One-Liner
6 weeks × 10 hours/week = 60 hours — This is the minimum threshold to go from zero AI investing knowledge to being able to systematically discuss it with others.
Further Reading — Free Sources Only
P5-C2 (Part 5, last chapter). Week-by-week recommendations, all using free sources from P5-C1.
1. 6-Week Timeline Overview¶
| Week | Focus | Key Deliverable |
|---|---|---|
| Week 1 | Part 1 C1-C5 · Industry History + Technology + Hardware | Can explain AI's 70 years + Transformer + NVDA's position in 30 minutes |
| Week 2 | Part 1 C6-C10 · Supply Chain + Business + Applications + Geopolitics | Can assign any AI stock to one of 5 supply chain roles |
| Week 3 | Part 2.A · General Investment Models (5 chapters) | DCF / Mental Models / Historical Comparisons / Sizing / Behavior |
| Week 4 | Part 2.B · AI-Specific (5 chapters) + Write Your First Thesis | 1 yaml thesis (all 5 self-checks pass) |
| Week 5 | Part 3 · Real Analysis Process (5 chapters) | Add multi-PM + anti-thesis to your thesis |
| Week 6 | Part 4 Cases + Part 5 + Patterns Review + Analyze 1 New Event | 2-page markdown analysis (new event) + establish ongoing review rhythm |
Total Investment: 10 hours/week × 6 weeks = 60 hours.
2. Week 1 · Industry History + Technology + Hardware (10 hr)¶
| Day | Content | Duration |
|---|---|---|
| Day 1-2 | Part 1 C1 · AI 70-Year Brief History (this site, 1 hr) + Acquired NVDA 3-part podcast | 3 hr |
| Day 3 | C2 · Transformer + Scaling Laws (1 hr) + Lex Fridman #421 Druckenmiller (excerpt, 1 hr) | 2 hr |
| Day 4 | C3 · Why NVDA Is Not Intel | 1 hr |
| Day 5 | C4 · LLM Intuition (No Math) | 1 hr |
| Day 6-7 | C5 · Why GPU/HBM/Liquid Cooling/Nuclear Power + Actually Read 1 NVDA 10-K Risk Factors Section | 3 hr |
Deliverable: Can explain AI's 70-year history to a friend + explain why NVDA has 75% gross margin.
3. Week 2 · Supply Chain + Business + Applications + Geopolitics (10 hr)¶
| Day | Content | Duration |
|---|---|---|
| Day 1 | Part 1 C6 · 5 Supply Chain Roles + 60 Ticker Map | 1.5 hr |
| Day 2 | C7 · Business Models + Value Capture (5-Dimension Score) | 1.5 hr |
| Day 3 | C8 · What AI Applications Look Like Today (4 Major Layers of Revenue) | 1.5 hr |
| Day 4 | C9 · US-China + Export Controls + Energy | 1.5 hr |
| Day 5-6 | C10 · Build Intuition with 5 Real Cases + Pair with Coatue Goldman 2024 Presentation | 3 hr |
| Day 7 | Pick 1 Buffett Shareholder Letter (recommend 2024) + Read Any 1 Howard Marks Memo | 1 hr |
Deliverable: Can explain the AI industry for 30 minutes to a friend, and they can follow along.
4. Week 3 · General Investment Models (10 hr)¶
| Day | Content | Duration |
|---|---|---|
| Day 1-2 | Part 2.A C1 · Valuation Basics (DCF / Multiples / Margin of Safety) + Damodaran Valuation Intro YouTube (2 hr) | 3 hr |
| Day 3 | C2 · Mental Models (Buffett / Munger / Graham — The Big Three) | 1.5 hr |
| Day 4 | C3 · Historical Comparisons (Dotcom / Mobile / Industrial Revolution) | 1.5 hr |
| Day 5 | C4 · Portfolio Construction (Sizing) | 1.5 hr |
| Day 6-7 | C5 · Behavioral Finance (6 Biases) + Self-Audit Your Portfolio (~30 min) | 2.5 hr |
Deliverable: Can evaluate 1 thesis using 5 major Mental Models + identify your 2-3 most common biases.
5. Week 4 · AI-Specific Analysis + Write Your First Thesis (10 hr)¶
| Day | Content | Duration |
|---|---|---|
| Day 1 | Part 2.B C1 · What Problem Does Your Stock Solve (30 min) + C2 · 4-Dimension Thesis (1 hr) | 1.5 hr |
| Day 2 | C3 · Valuation/Financial Term Glossary + Pair with 1 Motley Fool NVDA Q4 FY26 Transcript | 2 hr |
| Day 3 | C4 · Real Walkthrough (NVDA) | 2 hr |
| Day 4 | C5 · Write Your Own Thesis (Template + 5 Self-Checks) | 1 hr |
| Day 5-7 | Use Builder to Write Your First Own Thesis (Your Most Familiar Ticker, Not NVDA) | 3.5 hr |
Deliverable: 1 yaml thesis file + all 5 self-checks pass.
6. Week 5 · Real Analysis Process (10 hr)¶
| Day | Content | Duration |
|---|---|---|
| Day 1 | Part 3 C1 · Hedge Fund 5-Step Process + Pair with Druckenmiller Lex Podcast Excerpt | 2 hr |
| Day 2 | C2 · Buffett 5-Step Framework + Berkshire 2024 Annual Meeting YouTube (1 hr Summary) | 2 hr |
| Day 3 | C3 · Find Industry Bottlenecks in 5 Steps (HBM Timeline Case) | 1.5 hr |
| Day 4 | C4 · Multi-PM 3 Perspectives (Value/Growth/Macro) | 1.5 hr |
| Day 5 | C5 · How to Write an Anti-Thesis | 1 hr |
| Day 6-7 | Add multi-PM + anti-thesis sections to Your Week 4 Thesis + Register on Whalewisdom + Follow 5 Top Funds | 2 hr |
Deliverable: Thesis 2.0 — includes multi-PM + anti-thesis sections.
7. Week 6 · Public Cases + Patterns Review + Analyze New Event (10 hr + Ongoing)¶
| Day | Content | Duration |
|---|---|---|
| Day 1 | Part 4 C1 · DeepSeek Selloff Forensic + C2 · Samsung Loses HBM Market | 2 hr |
| Day 2 | C3 · Stargate Beneficiary Chain + C4 · Export Controls → Domestic Substitution | 2 hr |
| Day 3 | C5 · Forensic on Why Buffett Didn't Buy NVDA | 1 hr |
| Day 4 | Part 5 C1 · Free Source System Map (Set Up RSS / Follow Podcasts) | 1 hr |
| Day 5 | Review 30 Patterns (Focus on Patterns Relevant to Your Thesis) | 1.5 hr |
| Day 6-7 | Pick 1 Recent New Event (e.g., Latest NVDA Earnings / New AI Announcement), Use Part 3's 5 Tools to Analyze It Yourself, Write 2 Pages of Markdown | 2.5 hr |
Deliverable: You analyze 1 new event yourself + establish an ongoing review rhythm.
8. What You Should Have After 6 Weeks (Self-Check)¶
| Capability | How to Verify |
|---|---|
| 30-Minute AI Industry Explanation | Explain to a friend with zero background; they can follow |
| 1 Own Thesis (Full Version) | yaml + 5 self-checks + multi-PM + anti-thesis |
| Ongoing Review Rhythm | 30 min/week + 1 hr/month (locked in) |
| Public Source Channels | Whalewisdom + Motley Fool RSS + 5 podcast entry points |
| Ability to Analyze New Events | Any new AI event, analyze it in 30 min using Part 3 tools |
All 5 ✓ → You are already ahead of 90% of retail investors.
9. Week 7+ Continue (Ongoing Accumulation)¶
| Direction | What to Do |
|---|---|
| Expand Thesis Library | Add 1-2 stocks per month (accumulate 5-10 within 6 months) |
| Weekly 30-Min Review | Check if thesis supports still hold / red_flags triggered |
| Monthly 1-Hour Deep Review | Rewrite core_thesis (1-2 sentences) + update catalysts |
| Quarterly 90-Day Review | Assess if thesis from 90 days ago was correct; what was learned |
| Deep Dive on 1 Stock | Pick your best thesis; do a 3-6 month deep dive |
| Learn 1 Old PM's History | Read Buffett's shareholder letters starting from 1995 (1 per month) |
| Cross-Industry | Beyond AI: cloud / cybersecurity / EV / biotech (avoid single-sector concentration) |
Key: Don't rush to pay. Free sources are more than enough for your first 12 months to truly improve.
10. Part 5 Complete¶
🎉 Finished 2 chapters of Further Reading. You now:
- ✅ Know 6 major categories of free sources + their priority (P5-C1)
- ✅ Have a 6-week day-by-day roadmap (P5-C2)
- ✅ Can immediately set up your information channels in 30 minutes
Completing Part 1-5 gives you a complete toolkit:
| Part | You Have |
|---|---|
| Part 1 | AI industry knowledge across 6 major areas |
| Part 2 | Investment framework (general + AI-specific) |
| Part 3 | 5 real analysis processes |
| Part 4 | 5 public real-world cases |
| Part 5 | Free source map + 6-week roadmap |
Next Step: Actually ship 1 of your own theses. After 6 weeks, you will be a completely different person from today.
11. The Ultimate One-Liner¶
"Investment learning is not a knowledge problem; it's a process + time problem. Part 1-5 gives you the process; 6 weeks and 60 hours is the minimum threshold; after that, 30 minutes of ongoing review each week compounds."