Warren's Watchlist - english

Warren's Watchlist puts Warren Wise to work. Warren is a synthetic stakeholder — the first AI‑powered analysis instrument with buy‑side capabilities, built to read a company's equity story the way an institutional value investor would: methodically, after Graham, Buffett, and Munger, with no conflicts of interest and no house view. Each episode takes one company under the lens. Warren checks the substance behind the words, finds where the narrative and the numbers drift apart, weighs strengths against risks, and condenses it all into a single score — plus the uncomfortable questions a board should hear before the market asks them. Twenty to thirty minutes of independent, unfiltered analysis. Not a buy recommendation — a reality check. Because soon, machines will read your annual report. This is how they'll read it.

Warren Wise is a fictional, synthetic character. The names Benjamin Graham, Warren Buffett, and Charlie Munger are used descriptively for the investment philosophies attributed to them. This podcast is for general information only and is not investment advice.

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Latest episodes

E.ON - Update 10/22/2026 - ISIN DE000ENAG999

‧ 22m 51s

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart E.ON’s 2025 annual report: a grid with a genuine moat, billions for its expansion, a rising dividend. Can E.ON manage both from its own resources? And why do adjusted earnings and net income diverge?

Score 1/5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
E.ON ISIN DE000ENAG999"

Deutsche Telekom - Update 16/10/2026 - ISIN DE0005557508

‧ 22m 5s

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Deutsche Telekom’s 2025 annual report: reliable growth, guidance raised three times, the US as the main driver.

But how much of that growth reaches the shareholders? Score 4/5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Deutsche Telekom ISIN DE0005557508"

Siemens - Update 01/10/2026 - ISIN DE0007236101

‧ 23m 47s

Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Siemens’ 2025 annual report: record free cash flow, a shift towards a ONE Tech Company, from 1 October a new automation unit.

Has the shift reached the numbers yet? What do the readings show for the software bet? Score 4/5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Siemens ISIN DE0007236101

Qiagen - Update 09/25/2026 - ISIN NL0015002SN0

‧ 23m 54s

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Qiagen’s 2025 annual report: a reliable business, a new CEO – and reportedly interest from financial investors. How robust is the innovation story?

And what lies behind the almost fourfold operating profit? Score 4/5.
No buy, hold or sell recommendation.

Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Qiagen ISIN NL0015002SN0"

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