Intrinsic Insights:
Articles | BALASTONEUnconventionally Faithful to the Principle of Investment
At BALANSTONE, we ensure process by merging data-driven insights with a steadfast commitment to intrinsic value philosophy. Our unique approach uses rigorous, long-term research grounded in both advanced data analytics and timeless investment principles. This blend enables us to take a strategy through a long investment journey under evolving landscapes.
Our research explores diverse investment topics, from historical principles and empirical lessons to the latest trends, all analyzed through a data-driven lens. By focusing on intrinsic value and rigorous fundamental analysis, we spot undervalued assets and pursue growth opportunities with patience and precision.
AI Infrastructure Investments: Real-World Applications and Long-Term Value
AI infrastructure is more than a cost—it’s a transformative investment. From Salesforce’s Einstein to ServiceNow’s customer service automation, discover how leading companies are using AI to deliver real-world value and set the foundation for future innovation.
Transformer Deep Learning Architecture
Jimmy: "Transformers have revolutionized not just natural language processing but entire sectors. By parallelizing computations instead of relying on sequential processing, they've dramatically sped up training times and opened new frontiers in AI...
Navigating the Generative AI Revolution in the IT Landscape
Katy: "Have you seen the impact of generative AI technologies lately? OpenAI's ChatGPT is now ranked 20th globally. It's incredible." Alan: "Absolutely. But the real challenge lies in scaling these technologies cost-effectively. The entire IT infrastructure...
Snowflake
Analyst 1: Snowflake's business model strategically aligns with the massive shift towards cloud computing, emphasizing the necessity for cloud-native data warehousing technologies. This approach...
AI Inference Technology: The Role of Sparse Networks and Hardware Innovations
Dive into the competitive landscape of AI inference technology, where companies like NVIDIA, Samsung, Apple, and Qualcomm leverage sparse networks and specialized hardware. Learn about innovations in architectures like NVIDIA’s Hopper and Ampere, and their impact on the future of AI.
Conversation on Growth Stock with a Legend – David L. Babson –
"Is Growth Stock Investing Effective? Some Guides to Successful Lifetime Investing" is an excellent article on growth stock investment by David L. Babson and Thomas E. Babson. The following virtual conversation between Mr. Babson and BALANSTONE would focus on the...
Conversing with Keynes: A Deep Dive into “The State of Long-Term Expectation”
**BALANSTONE**: Given the stock market's challenges in forming long-term capital investment expectations, what would you say is a successful and differentiated investment strategy for a smart investor? You articulated this issue in The General Theory of Employment,...
On Timing Considerations with Benjamin Graham
Join Benjamin Graham in a thought-provoking discussion on market timing, volatility, and long-term investment strategies. Discover how a disciplined approach rooted in patience and intrinsic value fosters enduring financial success.
Persistent Delusions in Investing: A Conversation with Henry W. Dunn
Join Henry W. Dunn and Sarah Kim as they delve into the enduring challenges of investing. Despite advances in technology and analysis, the timeless principles of patience, resilience, and sound fundamentals remain vital for success.