Top 5 Use Cases for AI + Investment Research Using Thematic

We believe the future of investment research will combine the best capabilities of AI contextual and financial analysis with human judgment. Like our friends and partners at Intelligent Alpha, we feel similarly that

The quietest AI story of 2023: AI-powered stock portfolios trounced market benchmarks

More, we agree with Doug Clinton that "AI-powered investing will force a multi-trillion-dollar shift in equity asset management....AI-powered fund products will do the same to active and passive funds over the next few decades." Check out what Doug and Intelligent Alpha are building with AI + market benchmarking + Thematic here.

We are just at the beginning of this journey and we have been thrilled to see that equity analysts have already started to discover the power of the new Thematic AI-driven research platform. Since this is all new, we wanted to take a moment to share just 5 examples and use cases of what can be done on Thematic right now.

Use Case 1: Theme screener with hard-to-find, non-GAAP KPI and a modern theme like Net Dollar Retention (NRR)

If you have an idea of a prospective investable theme and difficult-to-find metrics that are buried in earnings releases and SEC filings- and span multiple industries and categories- we are the best place to “start your next research project.”

Software as a service (SaaS) companies that have best-in-class go-to-market models as represented by annual Net Dollar Retention (or Net Retention Rate) rates of 120% and higher.

Use Case 2: Stock screener with an industry/sector, emerging trend, auto-recognized valuation and financial metrics

You have conviction about a particular trend or theme like “aging population,” “lithium battery production,” “consumer luxury” and specific valuation and financial metrics that fit your models. Try Thematic to quickly and confidently get a sense of the scope and size of investment opportunities as well as potential related companies that you may have missed.

Companies in the US pharmaceutical industry that are developing GLP-1 drugs. Also apply the following filters: market cap greater than $10b with EBITDA 15% and higher.

Use Case 3: Company identifier with auto-recognized geographic focus, market cap and industry filters

Give me the largest companies in Africa in oil and gas production.

Use Case 4: Stock screener with auto-recognized economic indicators like interest rates

What stocks are best to invest in when interest rates are going down?

Use Case 5: Company-specific search- the latest news and theme implications for a holding

Try our “Company search” to take a deeper dive on a specific holding, to revisit a previous investment decision, to get a sense of how themes and topics could impact a particular business. This is an increased area of focus for us so check back as our company-specific capabilities get further developed.

Have additional ideas on what we should build? Are you interested in a specific use case that you would like us to support? Love the combination of AI + investing and want to learn more? Give us a shout at hello@gothematic.com!