Wes Roth (@WesRoth)

Perplexity가 금융 분석가를 위한 전문 AI 도구 ‘Perplexity Computer for Professional Finance’를 공개했다. Morningstar, PitchBook 등 프리미엄 라이선스 금융 데이터를 기업이 직접 연결해 사용할 수 있도록 설계된 금융 특화 AI 플랫폼이다.

https://x.com/WesRoth/status/2051935000317305130

#perplexity #finance #ai #financialanalysis #tool

Wes Roth (@WesRoth) on X

Perplexity has introduced "Perplexity Computer for Professional Finance," a specialized version of its AI tool built directly for financial analysts. The platform allows companies to bring their premium, licensed financial data from providers like Morningstar, PitchBook,

X (formerly Twitter)

💡 Insight krusial yang harus kamu baca hari ini.

"The Spirit Airlines Implosion: A Harbinger of Change in the Budget Airline Industry?"

🔗 Akses repositori/dokumentasi: https://www.forumena.com/the-compliance-tax-menambal-kebocoran-triliunan-dolar-di-2026/

#airlines #budgettravel #financialanalysis

Chart of the Day: The Hateful Eight is 85% of S&P 500 Decline

The former Mag 7 + Oracle are the main culprits in index decline this year

Paul Kedrosky
“So these are uneasy times — the kind of times in which #investors can be rattled by an alarmist #financialanalysis that goes viral.” open.substack.com/pub/paulkrug...

When Extraterrestrials Attacke...
When Extraterrestrials Attacked the Stock Market

Actually it was a Substack post, but the reaction was telling

Paul Krugman

And voila!

Vinci's implied share price ➡️ €206.1.

Share is trading at an implied *discount* of €73.7 per share!

Read full blog post here: https://thebarnblog.substack.com/p/company-valution-a-hands-on-guide

(9/9)

#Investment #ValueInvesting #Finance #FinancialAnalysis #Markets #Stocks

Company valution: A hands on guide with Vinci

Valuation series

The Barn
#Anthropic launched #ClaudeOpus 4.6, an AI model with improved #coding, #tasksustainability, and #professionalwork output. This marks Anthropic’s first major model launch of the year, following three releases last year. The model excels in coding, planning, code review, debugging, and #financialanalysis, and is available through various platforms. https://www.cnbc.com/2026/02/05/anthropic-claude-opus-4-6-vibe-working.html?eicker.news #tech #media #news

Important info from last week's #validation series ℹ️

Only #Strabag receives a red light on balance sheet optionality, but checking against other metrics will give us a more complete picture. ⚖️

Graph below doesn't say a thousand words?

Read the blog post instead: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets

📢 Check out the validation overview from last week's blog post!

Plenty of yellow and red lights, but who gets disqualified?

Or read here: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Investing #ValueInvesting #FinancialAnalysis #Markets #Stocks

Hey people of #Mastodon! 🙋

I'm struggling to find people to follow in the (tools for) #valueinvesting and #financialanalysis space.

Please recommend relevant profiles in the #Fediverse, or hashtags for that matter.

Tack! 🙏

Sometimes it's better to be the CEO than the owner of the company. For some of the companies below, this happens more than for others. 🙈

Full blog post: https://thebarnblog.substack.com/p/should-the-ceo-have-a-greater-return

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets