Curious about the degree of automation at various L/S pods. Interested to see if there’s more that can be done.
Ideally building a software to automate the long short research process. Would love some input from the WSO community!
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There is no way that it’s possible in the way that you’re implying. However it’s theoretically already been done via quant strategies for decades now.
There are mechanical aspects of the analyst's job that most people hate doing:
With that list of automations, it should be able to auto-populate a good chunk of your earnings previews and earnings recaps. Of course the human analyst will have to review, spot check, and add more higher-level insights.
Don’t you have these features in fact set or Bloomberg or other financial software?
Exactly! Targeting the mechanical part of the job.
That actually was a great list of mechanical to do / checks as part of earnings prep
Would add:
Re-modeling FX exchange rate changes and flow through to line items since guidance
Scanning Glassdoor reviews and analyzing if trending positive or negative
Collecting macro data printouts and adjusting rev for incremental changes
false signals all of those
fx - real signal but by the time a fundamental analyst is scrubbing numbers its been well priced in/doesnt matter anyway
glassdoor - lol its all bs >inb4 DOCU lol ok gl with that as a sustainable process
macro datatprints - P R I C E D I N
This sounds like an interesting project. I'm down for a short call if you want
PMed
Interested -
Have released several Micro SaaS startups related to automation under the HF/PE sphere - would appreciate scheduling a brief call to discuss perspectives on this.
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