February 10 2020

Let consumers VENT in their own words!

This post is for consumers who take surveys (all of us!) and the companies that write them. As consumers, our days are busy as it is without companies hounding us endlessly with one survey after another. Do their stock questions and answers really get at your issues? Wouldn't it just be better for you to express to companies, in your own terms, in your own words? Companies, let them VENT!

 

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February 03 2020

Small Data Good, Big Data Sometimes Bad

I was hit with three articles this morning that cut right to the heart of some work we’re doing on domain specific knowledgebases. AI projects require data, domain expertise, good applications developers and the right combination of AI technology.

 

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January 06 2020

Top 15 Metros – Fidelity Durham - Fintech Securities & Investments

In "places like ... Raleigh, you see a real concentration of brain power. You have a lot of smart people living in the same place. That will drive the economy", Steven P. Rosenthal, Northland Investment Corp.

And so will tax incentives.

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December 16 2019

Negative Conference Call? Go Short (but not always)

Posts like “Facebook’s Q4: Conference Call Tone Matters More Than Results” in the financial press suggest that earnings call tone is important. And, invariably, the tone of the call does come up during the post call commentary and analysis. Were executives overly positive in their comments? Did they mean what they said? Did analysts’ questions tend be more negative? Were executives overly cautious in the words they used? Did they express a higher level of uncertainty?

Is tone really that important? And if so, can it be measured and scaled?

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December 02 2019

Context, Then Concepts, Words Last

Since Robert Scoble and Shel Israel just released their new book The Fourth Transformation, I decided to revisit Age of Context, a global survey of the contributions to the forces influencing technology. The five forces were mobile, social media, data, sensors and location. Scoble called these the “five forces of context”, the future of computing. The five forces are still there but hardly tamed and in the rear view mirror.

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December 02 2019

Good Concept Detection Requires an 'Almost Engine'

How many geese in this picture? You didn't need to count. Your answer probably contained the words “approximately”, “average”, “almost”, “sort of”, "guesstimate" or “about”. One of the most powerful features of your brain is that it does not treat language as math, a series of binary yes or no formal constructs. Humans are masters of writing the same idea in many ways, understanding what you meant even if you didn't say it perfectly. You also know when someone is being so careful with their words, they're lying (we're all tested on this one daily). This critical skill is used by analysts all the time.

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December 02 2019

Concepts are Key, Not Words

A critical skill for the analyst during earnings season is detecting changes in the key indicators or themes for a company and its peers. Keyword detection is often passed off as theme detection but it's not and the difference is critical. Teaching software (AI) to find themes buried in SEC filings and press coverage from investor relations is a critical technology advantage for Boulder.

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December 02 2019

Read Faster? – Researchers Need To Retool to Compete

In a previous post I said, “Our mission is to build an intelligent, enriched and fully interactive database from all the publicly available reports to improve the productivity and insight of the analyst covering an industry sector.” We call it O.A.K.L.E.Y and we're now creating the services around it.

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December 02 2019

Buzzword Overkill – AI is Not a Thing People, it’s a Discipline

AI, artificial intelligence, has been through several boom and bust cycles.  Today the pronouncements are everywhere with AI coming soon to everything from medicine to your underwear.  For those of us laboring in the dark for years, it feels good to be the most popular kid on the block.  Warning!  What the marketing gods grant, they can take away overnight.  
 
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