Brilliant work guys , just add "hyperlink" or "interactive linking" whatever it calls in the content so that if I am interested in titan just clicking titan from contents I can go there
Great initiative team. I think 35 companies are alright regarding the ongoing earnings season and it would be great if you could cover the global companies which are market leader in their respective industry. Thankyou so much for your efforts. ♥️♥️
As an active investor, I find the detailed quotes from company executives extremely valuable. The way you've organized companies by sectors makes it easy to focus on specific industries.
I'm curious about the AI tools you're using for filtering and cleaning up quotes. How do you ensure the accuracy of the information while maintaining the efficiency of the process? Also, would you consider adding a "key takeaways" section for each company?
The global companies section adds valuable perspective, especially for understanding international market trends. I particularly appreciated the insights on Siemens Energy and Novo Nordisk.
Would you consider adding a brief summary at the beginning of each company's section? This would help readers quickly decide which companies they want to dive deeper into. Also, the hyperlinks to stock pages are a great addition!
I've been following The Chatter since its launch, and this edition's format is much more comprehensive. The addition of market cap and sector information is particularly helpful for quick context.
However, I agree with the concern about 35 companies being too many to digest in one go. Perhaps you could consider grouping them by themes or creating a "must-read" section for the most significant updates? This would help readers prioritize their reading.
Must say, awesome initiative. Love that I can read major company comments. A few notes on improving:
1) It would be helpful if all the companies within a sector were placed together in the article. This would make it easier to build narratives for the reader. Currently, it does not read very naturally because of this.
2) It would be useful to have a macro summary at the top or bottom of the page. You guys put so much effort reading these transcripts, so it's super valuable to know what you think it means for consumer sentiment, growth, etc. etc. (Stems from the Stanley Druckenmiller perspective of getting to macro from the micro).
3) Global is useful
4) Idk about other readers, but I don't care for the word-for-word from management, so it would be useful to summarise.
Excellent job. I think segregating the commentary sector-wise by selecting 2-3 large caps and 1-2 midcaps across each sector is very useful. This will take the total company count to maybe 35-40 but that is needed to broadly understand what's happening in the Indian economy. Not sure if global commentary is needed though. Beyond the economic datapoints, understanding what's happening in the Indian economy on the ground directly from the horse's mouth is such a great idea. Please keep it going. Thank you.
Brilliant work guys , just add "hyperlink" or "interactive linking" whatever it calls in the content so that if I am interested in titan just clicking titan from contents I can go there
Thanks Ratna for the suggestion. That is a very valid request. We have made the fix for now. Incrementally we will keep that in mind.
The links are still not working
I came here to say that
Great initiative team. I think 35 companies are alright regarding the ongoing earnings season and it would be great if you could cover the global companies which are market leader in their respective industry. Thankyou so much for your efforts. ♥️♥️
As an active investor, I find the detailed quotes from company executives extremely valuable. The way you've organized companies by sectors makes it easy to focus on specific industries.
I'm curious about the AI tools you're using for filtering and cleaning up quotes. How do you ensure the accuracy of the information while maintaining the efficiency of the process? Also, would you consider adding a "key takeaways" section for each company?
The global companies section adds valuable perspective, especially for understanding international market trends. I particularly appreciated the insights on Siemens Energy and Novo Nordisk.
Would you consider adding a brief summary at the beginning of each company's section? This would help readers quickly decide which companies they want to dive deeper into. Also, the hyperlinks to stock pages are a great addition!
I've been following The Chatter since its launch, and this edition's format is much more comprehensive. The addition of market cap and sector information is particularly helpful for quick context.
However, I agree with the concern about 35 companies being too many to digest in one go. Perhaps you could consider grouping them by themes or creating a "must-read" section for the most significant updates? This would help readers prioritize their reading.
Good job
Must say, awesome initiative. Love that I can read major company comments. A few notes on improving:
1) It would be helpful if all the companies within a sector were placed together in the article. This would make it easier to build narratives for the reader. Currently, it does not read very naturally because of this.
2) It would be useful to have a macro summary at the top or bottom of the page. You guys put so much effort reading these transcripts, so it's super valuable to know what you think it means for consumer sentiment, growth, etc. etc. (Stems from the Stanley Druckenmiller perspective of getting to macro from the micro).
3) Global is useful
4) Idk about other readers, but I don't care for the word-for-word from management, so it would be useful to summarise.
Hope this helps :)
Hey Parth, thanks for taking out the time to give us your valueable suggestions. We will keep these in mind the next time.
Thanks again and good work! Since you asked for specific feedback:
1 - Number of companies are fine as long as they are significant
2 - Global companies limited in number are fine if they are movers and shakers at the global level
3 - Content can be kept more concise by summarizing and highlighting
Thanks for the suggestions Inian!
Excellent job. I think segregating the commentary sector-wise by selecting 2-3 large caps and 1-2 midcaps across each sector is very useful. This will take the total company count to maybe 35-40 but that is needed to broadly understand what's happening in the Indian economy. Not sure if global commentary is needed though. Beyond the economic datapoints, understanding what's happening in the Indian economy on the ground directly from the horse's mouth is such a great idea. Please keep it going. Thank you.
Keep doing
You are doing just fine
Keep up this work going.
You can exclude non Indian companies
If you want