The tweet was deleted by the author.
But we saved everything 🙂.
Brett Caughran highlights new capabilities available for users of Claude Excel, particularly with the stock NKE. After updating the model, which required roughly one minute of active setup and around 15 minutes of observation, users can begin building predictive analyses centered on the core data.
Caughran also points to the importance of inventory levels for apparel companies such as NKE, emphasizing how these data-driven tools can benefit the sector.
View post on X Loading...
Caughran has previously observed that most equity investment firms rely on established platforms like Excel and Bloomberg, with few startup software providers reaching $1 billion in valuation in this space (details). In a separate analysis, he discussed two decades of buy-side research innovation, including advancements in modeling platforms and access to new data sources (more here). These perspectives inform his outlook on the evolving role of data tools in equity analysis.