AI can effectively perform many basic financial analyst tasks but lacks the skills required for more senior roles.| Sparkline Capital
We build "innovation investing" strategies using AI on centuries of patent data.| Sparkline Capital
Old Economy firms hiring cutting-edge tech talent outperform their legacy peers in the stock market| Sparkline Capital
We apply our intangible value lens to Web3 tokens.| Sparkline Capital
We build company culture profiles using NLP. Firms with strong company cultures have outperformed the stock market.| Sparkline Capital
We find that value investing strategies can be improved by adding intangible assets| Sparkline Capital
We examine the rise of technology from the perspective of its human creators.| Sparkline Capital
December 2020Executive SummaryThe technology platform has emerged as the preeminent business model after many years in ascent. We use natural language processing to identify platform companies and show that they have significantly outperformed the stock market. Platforms’ powerful network effects generate positive feedback and monopoly dynamics, which are disrupting traditional valuation approaches.Read as PDFThe Rise of the PlatformMarch of the Unicorns 🦄Last week, Airbnb and DoorDash h...| Sparkline Capital
Value investors are making a massive bet against tech disruption. This big bet explains value's poor recent performance.| Sparkline Capital
