About this site

Fundamental Signals by Distilla is an experimental publication launched in December 2025 by Distilla AI (www.distilla.ai), to help fundamental-driven investors like ourselves generate insights on global stocks, featuring Asia coverage (Hong Kong & Japan stocks).

We post daily, blending the best of AI and human intuition honed over decades:

  • Mostly-AI (main content): showcasing what AI can do on top of Distilla's knowledge base to "super-synthesize" earnings, news, reports and alt contents into proprietary cross-company, cross-period, and cross-media insights. Skimming through these daily posts are good routines for peripheral vision - we mine them ourselves for surprisingly good ideas.
  • Mostly-Human (editorial): sharing observations, highlights, takeaways and ideas, based on the main content and our judgement. Top minds (also Distilla friends & fans) are also invited from time to time as guest editors. Editors also bring trust and credibility to the newsletters, by quality-control the content.

Distilla AI is a vertical AI platform for professional investors, built by investors who believe in fundamental investing, and extensive experience investing globally, esp. Asia. It's dual-headquartered in Silicon Valley / Hong Kong, and trusted by investors who worked at at Tiger Cubs, Coatue, Blackstone and other top funds.

If you subscribe today, you'll get full access to the website as well as email newsletters. See what state of the art AI can do to fundamental investing as we keep advancing the frontier. Thank you!

Interested in a behind-the-scene system reveal? Here we go.

How helpful is it?

  • Correctly identified Micron (MU) as a key beneficiary of the rising memory demand & pricing in early Dec. MU had a big earnings positive surprise later and saw its stock price going up 10%+ in a day.
  • Correctly identified US housing cycle as in late decline phase (bottoming), with interest cut as potential recovery catalyst. RH was surfaced in early December as a good bet on housing recovery, with good fundamentals. RH saw its stock price steadily rising throughout Dec after that for 10%+.
  • Many of the stocks on our watchlist are from these analyses.
  • Oh, and many pros are reading already - former head of sector research at top banks, partner at multi-billion hedge funds, and CIO at family offices.
  • Curious? Subscribe for free today!