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

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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