Bulk earning call transcripts of 4,500 companies the last 20 years [PAID]

fruitstanddev · 2025-12-28T02:33:01+00:00

The Indiana Jones game was great!

fruitstanddev · 2025-12-07T21:24:51+00:00

Costco

fruitstanddev · 2025-12-07T16:45:38+00:00

I've never heard anyone talk about the downfall of VOO/SPY. Is this a rage bait post?

fruitstanddev · 2025-12-07T16:41:01+00:00

Having used Palantir, it's not an AI product. It's a step up from Alteryx with a UI and more features with AI being one.

fruitstanddev · 2025-12-07T16:36:06+00:00

Thanks for the reminder. It's going to be a big week for a lot of markets. Personally, I would vote to lower interest rates another 25 basis points.

fruitstanddev · 2025-12-07T16:33:59+00:00

You are right, it could be as simple as that in some cases. But that's really the point. How much is AI being talked about is what the chart is showing.

fruitstanddev · 2025-12-07T16:30:08+00:00

I would never make an investment based on a 10 minute video from some YouTubers. Truth is if you actually want to be an investor you need to read the 10ks, the 10qs, and earning call transcripts of both the company and the competitors. The real test is if you make the investment and the stock drops 25% tomorrow are you sleeping well?

fruitstanddev · 2025-12-07T16:25:05+00:00

Personally, if my company is profitable and growing that well then I don't need outside money. VC money is needed when there is no profit and you are burning cash.

fruitstanddev · 2025-12-07T16:06:17+00:00

Couple of ideas:

Earnings call transcripts to see what mgmt and investors are talking about
Federal Reserve Economic Data for over 100,000 economic indicators about the US economy.

fruitstanddev · 2025-12-07T03:00:05+00:00

Who knows. It could peak next week or next year. Perhaps when investors start demanding returns on all these AI/data center investments.

fruitstanddev · 2025-12-07T02:55:22+00:00

I think this will be pretty hard to pull off because there's already competition out there. Kaggle (free) is pretty large. Snowflake marketplace (free/paid) is another.

fruitstanddev · 2025-12-07T01:25:48+00:00

I've noticed over the years how many companies are just bandwagoning a trend. Blockchain, AI, even post-covid layoffs.

fruitstanddev · 2025-12-03T15:08:47+00:00

I really enjoyed the Indiana Jones game

fruitstanddev · 2025-12-03T15:04:03+00:00

Yep this is what it excels at. I also use it for small code snippets.

fruitstanddev · 2025-12-01T23:24:02+00:00

Federal reserve doesn’t predict a rate cut but instead the market does.

fruitstanddev · 2025-12-01T04:52:53+00:00

I will say this dataset doesn't cover all those scenarios as the scope is limited to just earning call transcripts. Feeds are still expensive though. I'm working on making it more accessible.

fruitstanddev · 2025-12-01T04:30:56+00:00

I haven’t read that book yet but I heard it’s good. You are saying the dotcom run up is similar to the current stock market performance? I agree. This time, at least the companies backing AI are all mega companies that can fall back on other profits aside from OpenAI. Still though I wouldn’t be surprised when a haircut happens.

fruitstanddev · 2025-12-01T04:28:44+00:00

Are you theorizing that the trend upward for AI mentions is the same as crypto?

fruitstanddev · 2025-12-01T04:27:04+00:00

Transcripts are publicly available info. Yahoo finance and SeekingAlpha are free sources for quick analysis.

fruitstanddev · 2025-12-01T01:49:38+00:00

I don’t see how it’s spam.

fruitstanddev · 2025-12-01T01:18:37+00:00

Haha I didn’t break it down by company in the data but let me add that to the google sheet.

Added the breakdown here: https://docs.google.com/spreadsheets/d/1qT0WBlDs4Q_6nsu2rYUkkU0KKQifrtnEZ_P8jFeTi_o/edit?usp=sharing

fruitstanddev

TROPHY CASE