One of the interesting questions to grapple with for both providers and fundamental investors is the progress towards nowcasting / more granularity of the regular 10k/10q. A big uncertainty is what the research stack / process looks like now, and how does that need to evolve in a world where business performance is just a constant known. Most investors aren't trained and equipped for this type of environment and it's likely to be disruptive.
How might the research process look in 5 years and what skills will make the difference.
One of the interesting questions to grapple with for both providers and fundamental investors is the progress towards nowcasting / more granularity of the regular 10k/10q. A big uncertainty is what the research stack / process looks like now, and how does that need to evolve in a world where business performance is just a constant known. Most investors aren't trained and equipped for this type of environment and it's likely to be disruptive.
How might the research process look in 5 years and what skills will make the difference.