@kimberlywtan @a16z Looking at the results for the publicly traded companies in the space, perhaps this is already starting? $ACN, $CTSH, $DXC, $INFY, $WIT $CTSH noted in their 10-K: "some services that we historically performed for our clients have been and will continue to be replaced by AI"

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Host supply is a key driver for $ABNB. Ahead of earnings this week, we tracked management’s long-term commentary on host acquisition and how the story has evolved over the past 3

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@Rory_Johnston Interesting that $VLO actually quoted a figure for the impact on throughput from removing Canadian barrels

@atelicinvest Totally agree that data access (and transformation) is the key that unlocks this...which is what we're focused on!

50% of $KO's products now consist of zero-sugar products?!

@elyxlz Think this is spot on...imagine an analyst / PM who has seen literally every "movie" of the market

Competition has been fierce in the streaming space, with pure-play companies like $NFLX and $ROKU vying against major conglomerates $AAPL, $AMZN, and $DIS. With the help of visual outputs such as our Heatmap, we’ve examined the evolution of the key topics across the industry

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@absreturnchaser We help L/S PMs and analysts with targeted idea generation and thesis signpost monitoring. Happy to share more!

$WBA just cut its dividend, sending the stock down ~12% pre-market. Using Portrait, you can build screens that surface companies getting questions from analysts about cutting their dividend - such a screen would have flagged $WBA a year ago.

$CELH is down over 60% from its recent peak! A screen built in Portrait aimed at surfacing companies facing increasing competition + slowing market growth would have surfaced Celsius as a compelling short this summer.

A short thread on Jevon's Paradox from our CEO...