Recent Entrepreneurial Work on Service Design and AI: BALS

Service Design for Intelligent Company Analysis Copyright 2026 drrobertdavis.com

1. Target: Everyday global active single investors who regularly want to invest in an individual companies shares using intelligent company analysis.
2. Objective:
   1. Develop an App (mobile/web) using the service design strategy development approach that will complete continually, using AI and machine learning, the analysis of a company for potential investment in its shares.
3. Rational:
   1. Create a platform for intelligent longitudinal analysis.
   1. Democratise access to:
      1. AI/LLM company analysis.
      1. Markets and company shares.
   1. LLMs and modern generative AI are giant pattern‑recognition systems that are based on two core patterns:
      1. 5 Key ways Buffett evolved Graham’s approach (based primarily on The Intelligent Investor by Benjamin Graham).
      1. Related to these 5 principles, information about a company.
4. Stages:
   1. One +Intelligent Analysis
   1. Two +Multilingual Capability
      1. Mandarin Chinese: Tot Pop – 930 million
      1. Spanish: Tot Pop – 485 million
      1. English: Tot Pop – 380 million
      1. Arabic: Tot Pop – 370 million
      1. Hindi: Tot Pop – 345 million
   1. Three +Manual Purchase/Sale
   1. Four +Automated Purchase/Sale  
5. Workshop Focus:
6. Service design has five key stages. This workshop will focus on Discovery/Research: Understand user needs, pain points, and context through interviews, journey mapping, and stakeholder analysis.
   1. Specifically the focus will be user needs.