one thing i like about AI, that lacks in former methods, is the ability to ask for contrarian views/ facts contradicted by some sources.
this is something humans have really hard time doing - as we get emotionally attached to the ticker we started investing time at.
the analysis you've received might be biased towards positive sources and therefore ignore some things official investor relations are either ignoring or brushing over quickly.
Thanks for step by step description to enable investors or researchers to pick up reports using Gemini which is the right model. A point to add is if you ask for references with proper links to study in detail, Gemini gives it in a professional manner. Infographics can be extrapolated to industries, and it gives an executive summary in a classic manner. Domain knowledge will help you to check and improve the report. GenAI and prompt Engineering commands are really good and commendable. To reach to next level , report published can have a suitable imagine pic or video if you are a paid subscriber to Gemini😊
Great post! Two tweaks I’d add from my own workflow:
A disconfirming pass: same prompt, but force the model to argue the bear case with sourced evidence (input costs, retailer concentration, FX, regulatory quirks). For Kri Kri, I’d want seasonality + milk price sensitivity + Greek retailer bargaining power front and center.
A price-checks-reality pass: one screen with FCF yield vs local risk-free, ROIC vs WACC, and a quick unit-economics sanity check. If the numbers don’t beat the hurdle, it’s just a pretty PDF.
I use AI to help investors turn many rocks - let’s sub and follow each other!
thanks for that !
using infographic is truly insightful.
one thing i like about AI, that lacks in former methods, is the ability to ask for contrarian views/ facts contradicted by some sources.
this is something humans have really hard time doing - as we get emotionally attached to the ticker we started investing time at.
the analysis you've received might be biased towards positive sources and therefore ignore some things official investor relations are either ignoring or brushing over quickly.
This was really helpful. I can't believe how good the Gemini output was compared with Grok!
Thanks for step by step description to enable investors or researchers to pick up reports using Gemini which is the right model. A point to add is if you ask for references with proper links to study in detail, Gemini gives it in a professional manner. Infographics can be extrapolated to industries, and it gives an executive summary in a classic manner. Domain knowledge will help you to check and improve the report. GenAI and prompt Engineering commands are really good and commendable. To reach to next level , report published can have a suitable imagine pic or video if you are a paid subscriber to Gemini😊
Great post! Two tweaks I’d add from my own workflow:
A disconfirming pass: same prompt, but force the model to argue the bear case with sourced evidence (input costs, retailer concentration, FX, regulatory quirks). For Kri Kri, I’d want seasonality + milk price sensitivity + Greek retailer bargaining power front and center.
A price-checks-reality pass: one screen with FCF yield vs local risk-free, ROIC vs WACC, and a quick unit-economics sanity check. If the numbers don’t beat the hurdle, it’s just a pretty PDF.