Systems to Use:
Which AIs can read Annual Reports?
● Perplexity is good because it cites sources
● Perplexity can summarize annual/quarterly reports (while Chat GPT and Claude can’t) ● Gemeni/Google is fast, but not always complete
Which AIs can read Seeking Alpha or other Stock boards (Reddit etc)?
Publicly available GPTs (ChatGPT, Perplexity, Gemini, Claude)
Morningstar
Wikipedia
Seeking Alpha
Pitchbook
We can summarize decks and side letters in Notion
Affinity API + Notion API
Kirin
How will kirin utilize its fermentation capacity for its healthcare growth? What are Kirin's previously and currently owned and affiliated subsidiaries and businesses?
How does Kirin's M&A strategy contribute to its financial stability
Carbery
● provide a list of carbery's operating geographies with performing business segments ● name some initiatives they are currently pursuing in each region and the dates these initiatives began
Template Corporate LP
● If they are publicly traded, how has their stock done over the last year?
● If they are a Holding Company, what are the entities they own (wholly or partially)?