I construct my own portfolio and follow every stock or instrument within it with extreme diligence—daily news wires, earnings reports, and, most importantly, SEC filings. That, after all, is the point of this post, that I move slower than the systems being built today and that is the edge that is forming before our eyes.
While AI-driven automation and low-cost offshore labor have transformed financial news, they’ve also created a fascinating moment of opportunity. Right now, there’s an arms race to automate earnings releases, condense them into bullet points, or break financial news faster than the competition. But here’s the problem: the people building these systems often have no real stake in the companies they’re covering. Their goal isn’t accuracy—it’s speed. They want to be the first to publish, the first to aggregate, the first to push out data. They chase clicks, subscriptions, and ad revenue, but in doing so, they make countless mistakes.
This is also why I own the following domains and am working on some products around it:
All of these domains sing this important concept and I hope you’ll follow my journey well into the future. As I mentioned, I am thrilled to build in public this year.
Now, back to the rise of AI, automation, and machine generated content that is taking over financial news and various newsfeeds. These systems cover thousands of stocks and ETFs, often over 4,000 at a time. There is no peer review, no thoughtful analysis—just a giant scanning machine that scrapes data and churns out quick, surface-level summaries. Whether it’s AI-generated content or a human frantically typing to keep up, I see the same errors over and over in the stocks I follow. Headlines appear on Yahoo Finance, X, or news wires with missing context and glaring inaccuracies. They never listen to the earnings calls. They never read the SEC filings. They never fact-check. They just push it out and move on, because in their world, speed is everything.
In my world, slow is everything.
This is where the opportunity lies: this flood of shallow, automated reporting creates misinformation, absurd narratives, and false conclusions. And that presents a massive edge for those who are willing to slow down, dig deeper, and do real research.
In a world chasing faster and cheaper content, the new alpha is going slower. Reviewing filings in detail. Listening to earnings calls. Reading transcripts word for word. If you follow a stock closely and compare automated reports to actual SEC filings, you will find countless errors. And in those errors, you will find opportunity.
The edge today is not in being the first to see the news—it’s in being the first to truly understand it at a deep level.
