Compare the Graph-AI Functions
Pick a well-known function, watch how it is presented, and see the Graph-AI templates that cover the same ground.
DES Business description
DES is a well-known function about the business description of a company. On the left, its presentation video. On the right, the Graph-AI templates used for describing a given business.
Video: Bloomberg. Not affiliated with Bloomberg L.P.
Graham & Dodd Nature of the Business
Benjamin Graham and David Dodd set out a way of analyzing the nature of the business in Security Analysis (1934). The Graph-AI functions below are inspired by their framework; not endorsed. Trend is live, more are on the way.
-
Graham & Dodd Trend
Tests whether an industry's rise is a lasting trend or a glamour cycle, using seven questions.
References
Security Analysis"The chief disadvantage of the qualitative approach is that it is exceptionally difficult to judge the future prospects of an industry or a company with any degree of accuracy... The analyst must be on his guard against accepting a popular trend as a permanent trend."
The Intelligent Investor (1949)Later, in his solo book The Intelligent Investor (1949), Benjamin Graham addressed this exact concept using the term "glamorous prospects" or "glamour" when discussing growth stocks:
"The obvious prospect of physical growth in a business does not translate into obvious profits for investors... The investor cannot reliably predict which companies in a glamorous industry will actually survive and prosper long-term."
Question framing
- Is this industry relatively new?
- Do we have a reliable history of how this industry works?
- Did the industry swing sharply upward in revenue and profit recently, versus its historical past?
- Has it captured a large share of media attention recently?
- Has it seen significant capital raising in the last couple of years?
- Has it been framed as "transformative" or a "new paradigm"?
- Have we seen messianic-style narratives around it in the media?
Structure
The template is an Euler graph. The root node is the one you click to launch the due diligence on "Trend".
Root node Predicate 1: How the Recent Industry Trend is Built. The system uses two LLMs:
Predicate 1 -
_prompt: the first LLM finds the information, using the prompt.
Prompt for 1st Predicate In evaluating the industry in which {{previous.Name}} operates, Please answer the following questions: Is this industry relatively new? Do we have a reliable history of how this industry works? (this follows from newness) Did the industry swing sharply upward in revenue and profit recently, versus its historical past? Has it captured a large share of media attention recently? Has it seen significant capital raising in the last couple of years? Has it been framed as “transformative” or a “new paradigm”? Have we seen messianic-style narratives around it in the media? -
_parser: the second LLM sorts and organizes the data.
Parser for 1st Predicate Use the name of {{previous.Name}}, and add the words 'Recent Industry Trend' to it to create the name of the node. {{next.name.no_split}} Based on the questions and answers: 1. For the question ‘Is this industry relatively new’ add the field {{next.newness.no_split}} and put the answer to that question in it. 2. For the question ‘Do we have a reliable history of how this industry works?’ add the field {{next.reliability_of_data.no_split}} and put the answer to that question in it. 3. For the question ‘Did the industry swing sharply upward in revenue and profit recently, versus its historical past?’ add the field {{next.swing_upward.no_split}} and put the answer to that question in it. 4. For the question ‘Has it captured a large share of media attention recently?’ add the field {{next.media_attention.no_split}} and put the answer to that question in it. 5. For the question ‘Has it seen significant capital raising in the last couple of years?’ add the field {{next.capital_raising.no_split}} and put the answer to that question in it. 6. For the question ‘Has it been framed as transformative or a new paradigm that will change humanity?’ add the field {{next.transformative_narrative.no_split}} and put the answer to that question in it. 7. For the question ‘Have we seen messianic-style narratives around it in the media?’ add the field {{next.messianic_narrative.no_split}} and put the answer to that question in it.
-
Nature of the business: industry dynamics Coming soon
How the industry is structured and what drives it.
-
Nature of the business: economic positioning Coming soon
Where the business stands economically within its industry.
-
Nature of the business: regulatory factors Coming soon
The rules and regulation that shape the business.
Bloomberg and its function names are trademarks of Bloomberg Finance L.P. and are used here only to identify the functions shown. GraphCall is not affiliated with or endorsed by Bloomberg.