This was done using the following strategies:
• Proactive - Company Financials: Considering the company's earnings, revenue growth, and overall financial health. Using techniques such as Forward PE, PS and PB ratios and utilising AI to generate updated ratios and metrics.
• Proactive - Market Position: Assessing (and reassessing) the company's competitive position within its industry.
• Reactive - Recent News and Announcements: Evaluating any recent company news, such as earnings reports, product launches, or other significant events that might impact stock performance.
Laine Ford : no comment what I reading
juujuuu Laine Ford : For too abundant?
juujuuu : Nice catch bruh. It's really helpful
Night Owl : What is AI techniques such utilising AI to generate updated ratios and metrics, @JMack89 ? Can you please elaborate more on where to get them??
JMack89 OP Night Owl : You can use all the common LLMs (GPT-4, LLaMA, Mistral, ChatGPT etc) to calculate price ratios and valuate a stock. It was just a more efficient way of doing things, so I could present the data the way I wanted it and it worked for me. Eventually I want to train my own model for charting capabilities as well.
Night Owl : Really? What specific keywords do you use to ask the common LLMs to valuate and calculate the price ratio?
CasualInvestor : utilising AI to generate updated ratios and metrics.
Also interested in how you did it. Always good for an alternative perspective. I’ve also been using my ChatGPT but different prompts will have differing results.
JMack89 OP CasualInvestor : I got the LLM to retrieve the earnings from online sources and advise as an experienced investor what valuation method they recommended. I also got it to generate python code to retrieve live data when refreshing my metrics. This resulted in a strategy considering the following metrics:
1. Current Market Price (CMP)
2. Price-to-Earnings (P/E) Ratio
3. Earnings Per Share (EPS)
4. Market Capitalization
JMack89 OP Night Owl : I got the LLM to retrieve the earnings from online sources and advise as an experienced investor what valuation method they recommended. I also got it to generate python code to retrieve live data when refreshing my metrics. This resulted in a strategy considering the following metrics:
1. Current Market Price (CMP)
2. Price-to-Earnings (P/E) Ratio
3. Earnings Per Share (EPS)
4. Market Capitalization