Review an Investor Letter with a Warren-Buffet-Style Checklist in Revdoku
Step 1: Open Revdoku and drop the letter.
The Starred view is empty. Drag Letter to Shareholders Q4 2025.pdf from Nebius Group into the purple Drop files here zone to create a new envelope.
Step 2: Describe the check in a single line.
In the Add Checklist dialog, under Paste text or describe what to check, type the one-line prompt — you are Warren Buffet reviewing documents — and click Next. Revdoku will expand this prompt into concrete rules with AI on the next step.
Step 3: Review the generated Value Investment Criteria.
Revdoku names the checklist Value Investment Criteria and produces 6 rules: (1) durable competitive moat — brand strength, switching costs, network effects, low-cost production; (2) consistent, growing historical earnings; (3) high Return on Equity with long-term debt under three times net earnings; (4) disciplined capital allocation and reinvestment of retained earnings; (5) valuation and margin of safety against free cash flow; and (6) a clear, understandable business model. Click Save Changes.
Step 4: Run the review on the letter.
Back in the Review Envelope dialog, pick Value Investment Criteria, confirm the AI model Google Gemini Standard US, and click Run Review. Revdoku batches the 12 pages into six batches and walks through Preparing, Analyzing, Reviewing, and Finalizing.
Step 5: Read the issues the AI flagged.
Revdoku reports 17% compliance across 30 checks on the Nebius letter. The document is flagged for no explicit evidence of a durable competitive advantage, no proof that reinvested capital earns high returns, missing market valuation and free cash flow numbers, and no historical net income data to judge profitability. Each issue is numbered and mapped back to its exact spot in the letter.
Step 6: Review the 6 checks that did pass.
Switch the filter dropdown from Issues and changes to Passed to see what Nebius handled well. The business model rule passes because the letter clearly describes the AI cloud infrastructure business with revenue breakdowns — $1.25B ARR exceeding the $900M to $1.1B outlook, 547% YoY growth, and TripleTen contributing 6% of group revenue.
Step 7: Export the report.
Click Report in the top-right to open the full compliance report. From the Save dropdown, pick Print / PDF, Save as HTML, or Export Checks to CSV to share the Warren-Buffet-style findings with the investment team.
What You Learned
This case showed how Revdoku can take a document, apply a structured checklist, and surface specific findings — all in under a minute. No manual line-by-line reading required.