Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd

The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (4) |
Author: CapitalAlligator ✭  😊 😞
Number: of 21944 
Subject: Re: OT: Using AI for Initial Stock Analysis
Date: 07/31/25 2:05 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 7

Gwen Hofmeyer (Maiden Financial) is starting to win a reputation for extraordinarily thorough, painstaking research. For example, in looking at Ingles Markets' property holdings she didn't stop at the balance sheets -- she went through county tax records. On a first-order analysis it sounds like the kind of human data-gathering that might be 'disrupted' by AI, but she's identified a strategy I think Charlie would approve of: use AI to identify the questions that AI can't answer, which then become candidates for research.

https://www.linkedin.com/in/gwenhofmeyr/


How I use AI for research: To identify information that is not publicly available, and therefore not retrievable through AI's use. Case in point:

I asked ChatGPT, Perplexity, and Gemini the following question:

"How many US and Canadian publicly traded "industrial" categorized companies with market capitalizations of $400 million or more have made at least three acquisitions since 2017?"

An abridged summary of all three platform's responses:
"I cannot provide an exact number."

Task acquired: Manually analyze all 412 US and Canadian industrial-categorized companies with >$400MM market capitalizations in "yes/no" format, with all "no's" failing the 3+ acquisition test serving as a foundation for further research (indicative of unusual activity within a very acquisitive category).


Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to CapitalAlligator here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community