Jonathan Berkow: Ruchira, you cover small and mid-cap stocks. And I know that you’ve been using AI not just for time saving, but to sharpen your insight. How?
Ruchira Amin: So, I built an agent that analyzes quarterly earnings transcript to score how management has been allocating capital. It’ll go through what management has said, what management has actually done and if they plan to change their capital allocation moving forward.
JB: And what has it changed for you?
RA: It gives me a scorecard that I can use across all of my portfolio companies, and this helps me be less perception driven and more data driven.