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Strategies & Market Trends : Fundamental Value Investing

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To: E_K_S who wrote (4439)5/24/2020 2:41:07 PM
From: Sergio H1 Recommendation

Recommended By
Jurgis Bekepuris

   of 4719
 
EKS, you are finding a lot of what I am finding. A.I. is at its infancy and its really very simple; compile data on patterns to predict certain outcomes The more data, the higher predictive analyses. And bingo on your zoning in on the big brother concept. Start ups going at it alone are more likely to fail because of lack of funding, lack of access and loss of speed to retain first mover advantage. Your focus is on how Microsoft's growth engine includes building relationships with these first movers. Mine is on those first movers building through relationships with companies like Microsoft.
OneSoft is a great example. Their baby steps were assisted by free hosting services on the Azure network. Microsoft also featured them in tech presentations. OneSoft delivers to its customers though the Azure network. Win for all involved.
It's amazing how people have found ways to innovate A.I. capabilities, sensor technology and the cloud. Two examples I haven't mentioned are a company that is replacing railcar inspection with an AI enhanced cloud solution. Railcars do not have to stop. Human inspection of railcars take about three hours. It's going to allow trains to operate similarly to air travel before the pandemic. Pull into the railyard, unload and out again, producing lower cost, greater efficiency and improved profitability. Trimble acquired one of the only two companies that is involved in this technology and has sold it in Europe and Australia. Human inspection is still mandatory in the U.S. due to unions putting up a battle.
AI is very prevalent in air travel. Sensors monitor engines and schedule repairs and maintenance at the next airport stop. Fuel management is improved, delays in repairs and unneeded maintenance eliminated. One company piggy backs sensors on the airplane to collect weather data and sells the data to govt. weather services. Weather data has been collected for years by releasing balloons several times per day at numerous locations. All of the large airplane manufacturing companies/defense contractors are involved in.
One of my favorite companies, and it pays a small dividend but is not selling at cheap multiples is SLP, which develops drugs through the use of A.I. This co is FDA approved, saves time and millions of dollars and makes it commercially feasible to conduct studies of diseases that affect a small amount of people.
Thanks for the Quantopian Community link.
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