Last month, a colleague forwarded me a video of a well-known celebrity announcing a major shift in their fund’s strategy. Perfect production. Spot-on voice. Natural body language. It took me a while to realise the entire video was AI-generated, a…
I came across a very interesting concept some time back, which I think is very much relevant in today’s landscape of AI adoption (providing a unique perspective for decision makers who intend to replace analysts with AI, to reduce cost).…
AI is getting smarter every quarter. It can process earnings transcripts, parse filings, update models, and draft research notes in minutes. But here is a question nobody is asking: what happens when there is nothing to process? In Vol. 5,…
Eight equity analysts look at the same company. Three say buy the shares, three say hold, two say sell. Target prices range 50% apart. That divergence is not a bug. It is the market working as intended. In previous volumes,…
CA Siddhartha Dongre | May 13, 2026 While AI does not change the final work to be done by Analysts, it changes the entire job profile on how it needs to be done. And if the job profile changes, the…
CA Siddhartha Dongre | May 6, 2026 Generalist LLMs like ChatGPT got us excited. But investment research needs something purpose-built — workflow solutions that understand your process, protect your data, and deliver outputs your analysts can actually use. How We…
CA Siddhartha Dongre | April 21, 2026 While AI technology is fluent enough to look right and confident enough to sound right, it can still be catastrophically wrong in ways that are almost impossible to spot without going back to…
CA Siddhartha Dongre | April 15, 2026 From equity research to due diligence, AI is reshaping how analysts work — faster models, deeper insights, and a new era for skilled finance professionals. Workflow in Investment Research Is Shifting Towards AI…