We understand the world through the lens of narrative. When someone offers us a story, our defenses come down; we are transported into another world, and in that world, we update our beliefs and feelings. Stories don't just reflect reality — they shape it.
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One way to think of using Claude for Equity Research is the following: ask it to build a bull case and a bear case for a stock or fund. Seeing the strongest arguments on both sides is a good guard against confirmation bias.
Michael Spencer
Pierre says he looks for an "ice cube melting": a business where "the deterioration has already started" but the numbers haven't caught up. He listens to his wife and her friends, quizzes former executives and buyers, commissions surveys and visits shops. He doesn't mistake an anecdote for proof; he looks for the same story in different places.
Alfred Tong
The silly question is the first intimation of some totally new development. If someone had asked Newton why apples fell downward rather than sideward, Newton might have reflected on this sufficiently to arrive at the concept of universal gravitation.
Alfred North Whitehead — Dialogues of Alfred North Whitehead