Insights & Research
Perspectives on investment research, offshore analytics, and the future of financial services from the SP2 Analytics team.
Analyst & AI Vol. 8: The AI Slop Problem — Why Every Analyst Must Become More Vigilant While Researching
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...
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Analyst & AI Vol. 7: The Doorman Fallacy — Why Companies are Firing and Rehiring Analysts
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...
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Analyst & AI Vol. 6: The Small-Cap Blind Spot — Where AI Runs Out of Data and Human Analysts Win
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...
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Analyst & AI Vol. 5: What Happens When AI Agents Form the Same Opinion
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...
Read More →Analysts Vs. AI (Vol. 4): How AI is Changing The Way Analysts Work
CA Siddhartha Dongre | May 13, 2026 While AI does not change the final work to be done by Analysts, it changes the entire job...
Read More →Analysts Vs. AI (Vol. 3): AI-powered Workflow Solutions Vs Generalist LLM for Investment Research
CA Siddhartha Dongre | May 6, 2026 Generalist LLMs like ChatGPT got us excited. But investment research needs something purpose-built — workflow solutions that understand...
Read More →Analysts Vs. AI (Vol. 2): The Hallucination Problem and Implications in Investment Research
CA Siddhartha Dongre | April 21, 2026 While AI technology is fluent enough to look right and confident enough to sound right, it can still...
Read More →Analysts Vs. AI (Vol. 1): Impact of AI in the Field of Investment Research
CA Siddhartha Dongre | April 15, 2026 From equity research to due diligence, AI is reshaping how analysts work — faster models, deeper insights, and...
Read More →Chartered Accountants (CA): The Unsung Heroes of Investment Research?
The fast-paced world of investment research (equity research, fixed income, private equity, and investment banking) thrives on razor-sharp analysis and meticulous attention to detail. But...
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