My most strongly held investing belief is the way to make the most money is to capture the best long idea in the best accelerating sectors/categories and the inverse for shorts. Sounds obvious but requires real structure and process. My joke with LPs, sell side analysts, teammates, basically whoever will listen for almost three decades has been I wish I had a killer application that monitored, real time, all information collected by the best sector experts ingested into a shared brain, compiled and analyzed by what I think is most important and then visualized real time with a color coded labeling system flashing green, yellow or red delivered via a web based app like a Bloomberg screen. I’d call it the CIO Brain. There would be 3 columns. Consensus in print, Consensus in chatter and Inside view. The cynical response to this is bruh that’s just a revisions visual. But it’s not. Some information moves numbers and some moves multiple. Muse is multiple moving for Meta waaaay before it can be quantified in numbers. Getting in front of the multiple move ahead of the number move is where more money lives nowadays than ever before. If someone builds this no need to send me royalty checks, just send me sign in credentials.