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Fundamental Edge
@Fundament_Edge
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参加 June 2024
4 フォロー中    411 ファン
“The only alpha is the stuff that's in people's heads.” — Sagar Kadakia What happens when AI can conduct 50 expert interviews in a week? @FundamentEdge Brett Caughran and @khemaridh sit down with @S_Kadakia , founder of Qualitate, to discuss how AI is changing primary research and what this means for investors. We discuss: - The future of expert networks - Scaling expert interviews with AI - Automating channel checks and primary research - Research quality, compliance, and human judgment - Whether AI will commoditize investment alpha - Where investors will find their next competitive edge As Sagar puts it, “It's ultimately what they do with that information.” Watch the full episode here:
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