artificial intelligence
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AI and the Consensus Trap
Every analyst today is using some form of AI to create equity reports. This is evident from the slick arguments, similarity in framing hypotheses, the high-funda language used, and the dramatic pauses. Beyond the fact that everyone is starting to sound the same – the thought in my head is – Is everybody starting to… Continue reading
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Your Moat Has an Expiry Date
Warren Buffet and other gurus have long argued that the best businesses have “moats” or durable competitive advantages. But moats too, have a shelf life, especially with technology disrupting every industry. In an earlier article, we saw how the powerful distribution advantages of large FMCG companies are being breached by D2C players leveraging e-commerce and… Continue reading
