Tom Gardner’s 5 Rules for Long-Term Investors in the AI Era

Five practical rules for long-term equity investors adapting to AI-driven structural change.
Tom Gardner explains how to redesign portfolios and research processes for multi-year compounding.
– Target at least 50 individual stock holdings to reduce single-name and industry risk
– Spend roughly 50% of research time using generative AI tools while validating outputs
– Reweight away from legacy software toward AI infrastructure and capital-intensive enablers
– Codify your time horizon, volatility tolerance, cash buffers, and position sizing annually
– Remove short-term speculative capital from your core portfolio and focus on 5+ year horizons
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