PERSON DIRECTORY
Artem Fokin
Artem Fokin appears in 3 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Artem Fokin on Improving with AI and Expert Calls
Expert-call libraries and AI have changed research economics by lowering access costs and compressing document work, but Fokin’s edge remains “human plus machine,” not either alone.His workflow targets load-bearing thesis assumptions, triangulates disagreement across customers and former employees, and gives AI authority in digging and some analysis—but zero in deciding, leaving judgment and evidence quality as the watchpoints.
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
Compounder investing requires fighting hostile base rates with filters such as owner-operators and attractive unit economics, while demanding venture-style convexity from winners to offset failed bets.AI may compress information advantages and make markets more consensus-driven, so the emerging edge may be customer work and field-generated evidence, while portfolio rankings still require explicit penalties for leverage and existential risk.
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
Artem Fokin frames an investor’s “superpower” as a comparative advantage that should shape idea generation, research, and portfolio positions, while microcaps demand deeper management diligence and liquidity awareness.Testing original premises against six- and 12-month-old notes helps separate temporary pressure from structural change, but exits can become “very, very difficult” when a $100 million company effectively becomes a $50 million company.