I used ChatGPT to go stockpicking (reprise)
The results are in, and so far, so good
When secular themes collide, sometimes you can still find an underpriced energy services company with lots of winds in its sales
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Just a very quick update on Random Walk’s smid-cap trade idea from a few weeks back.
The company reported yesterday, and it was good.
Very good, in fact, such that the company raised guidance, and pretty much all parts of the thesis are hitting.
I mean take a look at the latest results, compared with what I said ought to matter most:
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