Explore every episode of the podcast Warren's Watchlist - english

Meet Warren Wise, a synthetic value investor with no conflicts of interest. In Warren's Watchlist, he puts one company's equity story under the lens — substance, gaps, and a single score. Independent, unfiltered. Here's the trailer.

Warren Wise (AI Investor inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart SAP’s 2025 annual report: record numbers, a loud AI story – and a profit that doubles on paper. What hides behind the „basement effect“, and why is it only enough for Score 4/5? Which self-set target did SAP miss as its only one? No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price. SAP ISIN DE0007164600

Warren Wise (AI Investor inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Bayer’s 2025 annual report: a record Supreme Court ruling, an almost 20% jump – and still Score 1 of 5. Why does the glyphosate win change nothing about Score 1? And what weighs more: return on capital below cost, or goodwill larger than total equity? No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price. Bayer ISIN DE000BAY0017

"Warren Wise (AI Investor inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Rheinmetall’s 2025 annual report: record profits, an order book above €80bn – and yet a falling share price. Why does a moat with 33% return on capital earn only Score 4/5? What dependencies need to be taken into account? Quality tested, price not. No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price. Rheinmetall ISIN DE0007030009"

"Warren Wise (AI Investor inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Adidas’s 2025 numbers: record revenue, raised guidance – and on the same day one of the worst trading days since the initial public offering. How does a record quarter trigger an 17% share crash? And why does the World Cup become both a chance and a burden? Score 3/5. No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price. Adidas ISIN DE000A1EWWW0"