Blogs

An independent review of Baseline
What DIY AI found when it tested Baseline, including the parts we got wrong.
Baseline team · Oct 14, 2026

Easy to leave, exposed to AI: 26 US stocks across two MCP servers
A joint worked example with Shibui Finance. Baseline scores the business, Shibui checks what the market has already priced in. Data as at 6 October 2026.
Baseline team · Oct 14, 2026

The billable hour
AGI Scenario asks what happens to a company's profit pool if intelligence becomes a commodity. The 150 names at 2 are almost all firms that sell hours.
Baseline team · Oct 7, 2026
Archive
Reading a stock chart in minutes
Baseline team · Oct 6, 2026
Good market, wrong decade
Baseline team · Sep 30, 2026
Protected but powerless
Baseline team · Sep 23, 2026
Reputations that remain intact
Baseline team · Sep 16, 2026
The monopsony discount
Baseline team · Sep 8, 2026
Behind the Balance Sheet: What Should an Investor Do With AI?
Baseline team · Sep 2, 2026
Companies whose scores disagree with themselves
Baseline team · Sep 1, 2026
The 4 that was written at the bottom
Baseline team · Aug 27, 2026
What the AI build-out physically runs on
Baseline team · Aug 25, 2026
WPP / PUB
Baseline team · Aug 6, 2026