Warren's Watchlist puts Warren Wise to work. Warren is a synthetic stakeholder — the first AI‑powered analysis instrument with buy‑side capabilities, built to read a company's equity story the way an institutional value investor would: methodically, after Graham, Buffett, and Munger, with no conflicts of interest and no house view. Each episode takes one company under the lens. Warren checks the substance behind the words, finds where the narrative and the numbers drift apart, weighs strengths against risks, and condenses it all into a single score — plus the uncomfortable questions a board should hear before the market asks them. Twenty to thirty minutes of independent, unfiltered analysis. Not a buy recommendation — a reality check. Because soon, machines will read your annual report. This is how they'll read it.
Warren Wise is a fictional, synthetic character. The names Benjamin Graham, Warren Buffett, and Charlie Munger are used descriptively for the investment philosophies attributed to them. This podcast is for general information only and is not investment advice.
Deutsche Telekom - Update 16/10/2026 - ISIN DE0005557508
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Deutsche Telekom’s 2025 annual report: reliable growth, guidance raised three times, the US as the main driver.
But how much of that growth reaches the shareholders? Score 4/5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Deutsche Telekom ISIN DE0005557508"
1 Oct 2026
Siemens - Update 01/10/2026 - ISIN DE0007236101
Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Siemens’ 2025 annual report: record free cash flow, a shift towards a ONE Tech Company, from 1 October a new automation unit.
Has the shift reached the numbers yet? What do the readings show for the software bet? Score 4/5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Siemens ISIN DE0007236101
25 Sept 2026
Qiagen - Update 09/25/2026 - ISIN NL0015002SN0
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Qiagen’s 2025 annual report: a reliable business, a new CEO – and reportedly interest from financial investors. How robust is the innovation story?
And what lies behind the almost fourfold operating profit? Score 4/5.
No buy, hold or sell recommendation.
Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Qiagen ISIN NL0015002SN0"
23 Sept 2026
Siemens Energy - Update 09/23/2026 - ISIN DE000ENER6Y0
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors' AI voice) take apart Siemens Energy's 2025 numbers: positive revenue development, the first dividend in four years, more cash than debt – a clear turnaround after the Gamesa crisis.
But what should we keep in mind? And why does the equity story receive a score of 4 out of 5?
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Siemens Energy ISIN DE000ENER6Y0"
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Siemens Healthineers’ 2025 annual report: full order books and a rising profit guidance.
But where does the raise really come from? And what does the focus on the strong core business mean for the future? 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.
Siemens Healthineers ISIN DE000SHL1006"
15 Sept 2026
Fresenius - Update 09/15/2026 - ISIN DE0005785604
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Fresenius’ 2025 annual report: a profit that more than doubled.
How much of the record is the business? Score 4 of 5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Fresenius ISIN DE0005785604"
8 Sept 2026
BASF - Update 07/09/2026 - ISIN DE000BASF111
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart BASF’s 2025 annual report: a record quarter that comes almost entirely from a sale, a return on capital three years below its own hurdle – and a dividend on credit.
Why is the farmer eating his own seed? Score 2 of 5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
BASF ISIN DE000BASF111"
4 Sept 2026
Symrise - Update 09/04/2026 - ISIN DE000SYM9999
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Symrise’s 2025 annual report: a record margin, a halved profit – and three numbers Symrise promises itself and misses.
How real is a profit that halves? And in what areas is the company falling short of its announcements? Score 3 of 5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Symrise ISIN DE000SYM9999"
1 Sept 2026
Zalando - Update 09/01/2026 - ISIN DE000ZAL1111
"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Zalando’s numbers: record revenue, record profit, a billion euros in cash – all true, and yet only Score 3.
How much did Zalando grow on its own, whose money fills the bank, and what did the regulator flag? Quality tested, styling exposed.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Zalando ISIN DE000ZAL1111"
"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"
26 Aug 2026
Adidas - Update 08/26/2026 - ISIN DE000A1EWWW0
"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"
20 Aug 2026
SAP - Update 08/20/2026 - 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 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
20 Aug 2026
Bayer - Update 08/20/2026 - 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 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
15 Jul 2026
Warrens Watchlist - Trailer
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.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
20 ratings
Contact Warren's Watchlist - english
Guest appearances
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