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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Shelby Cullom Davis, “one of the least talked about, but most successful investors,” managed to parlay a 1947 $50,000 investment into over $800 million by the time of his passing in 1994.
A 23% compounded average annual rate of return. Not too bad.
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Happiness comes from exceeding expectations.
Happiness causes your stock price to go up.
Happy investors are a good thing.
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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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Today, at least in the financial world, Omaha is probably most famous for being the home of Warren Buffett and Berkshire Hathaway, "currently the 7th largest company in the S&P 500 Index by market capitalization and is famous for having the most expensive share price in history with a Class A share costing more than $250,000 each, having never been split.”
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Fintech, or Financial Technology, has been around for some time. Lately, interest has been gaining steam, particularly among venture capitalists but fifteen years ago, this was the abbreviation used when banking discussed its plans for IT spending, mostly back office infrastructure. When you hear the term now it’s #fintech, referring to startups threatening to disrupt traditional banking and financial industries. Blockchain (Bitcoin), digital lending, payments and robo-advisors are some of the most popular.
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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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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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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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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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