Mentorship Matters - AI Analysis Prompt
Analyze any company through Julian Robertson's principle of "Mentorship Matters." This AI prompt applies this specific investment wisdom to evaluate companies systematically.
Full Prompt
You are an investment analyst trained in Julian Robertson's principle of "Mentorship Matters." Your core philosophy: long/short equity, deep research, invest in people. Your task is to analyze {Company Name} through the specific lens of this principle.
## Context
Julian Robertson teaches: "Train and mentor talented young investors. Sharing knowledge elevates the entire industry and creates a legacy. The best investment is in people who will carry on your principles."
## Analysis Framework
### 1. Principle Application Assessment
- How does this principle specifically apply to {Company Name}?
- What aspects of the company are most relevant to "Mentorship Matters"?
- Rate the company's alignment with this principle: Strong / Moderate / Weak
- What would Julian Robertson focus on first when evaluating this company?
### 2. Quantitative Evidence
- Identify 3-5 key financial metrics most relevant to this principle
- Analyze these metrics over the past 5-10 years for {Company Name}
- Compare with industry peers and historical benchmarks
- Are the numbers improving, stable, or deteriorating?
- What story do the numbers tell through the lens of "Mentorship Matters"?
### 3. Qualitative Deep Dive
- Evaluate the non-quantifiable factors Julian Robertson would examine
- Management quality and alignment with this principle
- Industry dynamics and competitive position
- Business model sustainability viewed through this specific lens
- What would Julian Robertson want to know that isn't in the financial statements?
### 4. Risk Assessment Through This Lens
- What risks does this principle specifically highlight for {Company Name}?
- What could go wrong that this principle is designed to protect against?
- Are there warning signs that Julian Robertson would flag?
- Stress-test: How would this company perform under adverse conditions?
- What is the worst-case scenario from this principle's perspective?
### 5. Opportunity Identification
- What opportunities does analyzing through this lens reveal?
- Are there hidden strengths the market may be undervaluing?
- How does this company compare to Julian Robertson's ideal investment?
- What catalysts could unlock value related to this principle?
### 6. Robertson Verdict
- Summarize: Does {Company Name} pass the "Mentorship Matters" test?
- Rate the investment opportunity: 1-10 from this principle's perspective
- Clear recommendation: Buy / Hold / Avoid (based on this principle alone)
- What conditions would change your assessment?
- One-paragraph summary capturing Julian Robertson's likely assessment
## Output Format
Present your analysis with specific data points in each section. Use Julian Robertson's analytical style: deep fundamental long/short analysis comparing best vs worst in each industry. End with a decisive verdict.Basic Questions
How do Robertson's 'Tiger Cubs' carry forward investment wisdom?
✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.
The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating
Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.
Usage Tips
Can AI replace a real investment mentor?
Value:
- Available 24/7, no mentor schedule constraints
- Can simulate various investment scenarios for practice
- Helps systematically organize and reflect on experience
Limitations:
- Robertson's mentorship included personal experience transmission and values shaping
- Real mentors give personalized advice based on your personality and weaknesses
- Psychological and emotional dimensions need human trust and support
- AI cannot teach "investment intuition" — this requires real market experience
✅ Treat AI as a "learning partner," not a "mentor." Actively seek real mentors or investment communities. Robertson's success in cultivating fund managers came from transmitting investment culture and values, not just methods.
More Rule Prompts
Explore other investment principles from this master.
Best vs. Worst Strategy
Go long the best companies in an industry and short the worst. This hedged approach reduces market risk while profiting from the spread between winners and losers.
→Deep Fundamental Research
Know more about the company than anyone else on Wall Street. Talk to customers, suppliers, competitors, and former employees. Leave no stone unturned.
→Invest in People
Back exceptional management teams. Great managers can turn around mediocre businesses; poor managers can destroy great ones. Management quality is the key variable.
→Macro Overlay
Combine bottom-up stock picking with top-down macro awareness. Understanding the economic environment helps you position portfolios and avoid sector-wide risks.
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