Typos used to be a baddie, now they are a virtue: proof of no AI 'writer', but a human doing his best to put pen to paper ... well keyboard into digits :). Kudos!
Can LLM read between the lines on conference calls to understand why the most important sell side analyst questions are often disguised so that other analysts on the call won't be able to gather the insights sought from the answer. If you're just listening to the management, you'd be better off not listening. Similarly, if you're listening to the softball pitcher analysts who are just teeing up the ball. I doubt LLM will add buyside value to be honest. They may be better at providing support for investment decisions that don't add value.
I feel like a boomer saying this, but I still prefer reading an entire transcript front to back. I don't like missing details.
However, I think these things can be useful if you are doing some light high-level work, or catching up on a basket of comps, or an industry, seeing what's been going down over the last few years, etc. That doesn't require quite as much detail.
That is very reasonable and honestly that is the price of being a professional. As an amateur, one has the luxury of being more of a "gut" investor and cutting corners. One only has to be accountable to oneself.
Was this written by AI or do you really believe SMCI is a valid peer 😆?
Typo, meant to write ‘SPGI’ for Standard and Poor’s.
Typos used to be a baddie, now they are a virtue: proof of no AI 'writer', but a human doing his best to put pen to paper ... well keyboard into digits :). Kudos!
But you didnt note it by showing the drawdown that it cannot be SPGI
Yea when writing i had in my head that the ticker was SMCI so naturally wrote that down and used the ticker in the chart. Both have been fixed.
Can do 100 spell checks, there will always be one mistake.
It was actually just meant to be funny.. many thanks for your work
Sorry if it went over my head, thank you for reading.
Can LLM read between the lines on conference calls to understand why the most important sell side analyst questions are often disguised so that other analysts on the call won't be able to gather the insights sought from the answer. If you're just listening to the management, you'd be better off not listening. Similarly, if you're listening to the softball pitcher analysts who are just teeing up the ball. I doubt LLM will add buyside value to be honest. They may be better at providing support for investment decisions that don't add value.
Hey Mitch, thanks for reading.
I feel like a boomer saying this, but I still prefer reading an entire transcript front to back. I don't like missing details.
However, I think these things can be useful if you are doing some light high-level work, or catching up on a basket of comps, or an industry, seeing what's been going down over the last few years, etc. That doesn't require quite as much detail.
That is very reasonable and honestly that is the price of being a professional. As an amateur, one has the luxury of being more of a "gut" investor and cutting corners. One only has to be accountable to oneself.
Great read as always. Appreciate you sharing your insights from the inside, especially the comparison to Fiscal.ai and its evolution.
Glad you got some use from it, thanks!
Super solid take, thank you, kudos! 'LLMs are Eating the World', good one :). Cheers man!
Appreciate it!