21 Comments
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Diogo Perneta's avatar

Extremely valuable, Michael!

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Michael Fritzell's avatar

Good to hear, thanks Diogo

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RhinoInsight's avatar

Great share Michael👍 I recently came across another tool called LlamaExtract, which is useful for extracting data from large, unstructured documents like 10-K and 10-Q filings.

https://www.llamaindex.ai/blog/mining-financial-data-from-sec-filings-with-llamaextrac

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Michael Fritzell's avatar

Thanks + thanks!

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Andrea's avatar

Priceless !! Thanks you, Michael !!

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Michael Fritzell's avatar

Thanks for reading!

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Tenva Capital's avatar

Great piece Michael! Some really strong use cases provided.

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Michael Fritzell's avatar

Thanks!

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Emerging Market Skeptic's avatar

I have been using some free Chinese AI like DeepSeek (when the server works and its been working better lately) among others:

- PROS: Fantastic for extracting stock names from fund etc updates and organizing any data/info etc you give it into lists or tables (albeit you may need to give more than one prompt to get what you want...)

- NUETRAL: Have also run it on my Excel spreadsheets where I list all my expenses from monthly invoices from the almond orchard I planted on my parents land for some insights. HOWEVER, you have to have the data inputted perfectly correct e.g. I read the invoices and know what is meant as alot of stuff is abbreviated etc (when roundup is spelled wrong, some things are in LBS, others in gallons etc) etc but it can confuse the AI - I need to revisit this e.g. I think it might be a good way to track/analyse the price/amount of chemicals etc being used... I have used it to calculate the acreage planted based on tree spacings etc and the implied estimated average annual price (as I get multiple payments a year based on what they think the average price will be...) + was just using it to forecast what my final average price might be for the last harvest...

- CONS: Blatantly wrong and some wild answers to questions that can't be verified as the info fed to them is not up-to-date (like a year+ out of date) and I need the links to the actual source material (as there is so much garbage on the Internet now)... Grok might be better or more up-to-date BUT did not have any luck getting it to find me good tweets about stocks as there is too much garbage on Twitter now to find nuggets... Chinese AI also gives an error if Jack Ma or alot of Taiwan talk is in the text.... 😏 Have not tried Manus yet as I am thinking the time and headaches of training it may not be worth it yet and I have heard people on alt-news podcasts say the same about AI aka better to "just get a room full of indians" to do something as this goes back to my "imperfect" invoice data that I have entered into Excel confusing AI...

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Michael Fritzell's avatar

Cool okay - thanks. I have heard great things about Deepseek when it comes to reasoning. I wonder if LLMs are all that helpful for calculations... they're trained to find associations, and do not operate on the basis of logic. And censorship is another question but probably okay if you're just analyzing stocks.

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Emerging Market Skeptic's avatar

The last All-In Podcast also had a good discussion about AI Agents and I mentioned a couple of highlights my post tonight... https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-may-4-2025

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Michael Fritzell's avatar

Awesome - gracias!

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Emerging Market Skeptic's avatar

RANDOM QUERY: Have you come across a website or app where I can watch YouTube videos and have it read the English subtitles to me so I don't have to read them? As its too distracting having the video playing in the corner of my computer screen AND have to read subtitles... I know there are dubbing services for Twitter videos if you tweet at a certain site - like the thread reader app... What I have seen for Youtube seems geared for content creators - not watchers...

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Michael Fritzell's avatar

I suggest putting the YouTube video link into NotebookLM and asking it to translate the video transcript into English. This will allow you to read the entire video in English. Alternatively, ask it to generate a podcast in English and listen to the conversation.

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Emerging Market Skeptic's avatar

Will have to try that for some types of videos / languages - its just that I started watching a fantastic French TV show (Gardens Near & Far or Jardins d'ici et d'ailleurs) some time ago where they go to gardens all over the world BUT before I could finish watching all of them, HDCLUMP, a site for watching documentaries with questionable copywrite practices, had their videos removed by Dailymotion BUT Youtube has many of the episodes under the French title... 🤭

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Michael Fritzell's avatar

I see. I'd be curious to hear if you manage to find any solutions!

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Birgir Magnússon's avatar

Try You.com - that's very valuable a tool as well. - https://you.com/join/CMF0Q8DX 10USD off first month.

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Michael Fritzell's avatar

Thanks!

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Sebastian gabriel Rodriguez's avatar

Muchas gracias , me gusto mucho y me aportó , muy elaborado.

Quede impresionado con lo rápido que está avanzando , en conclusión hay que estar abierto y revisar constantemente esta tecnologia para estar al dia . Gracias nuevamente .

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Capital Employed's avatar

This is excellent Michael, thanks.

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Michael Fritzell's avatar

Thanks for reading!

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