O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm views AI as a dominant theme in today’s market landscape, continuously exploring new and innovative applications. Its ability to transform workflows has proven to be impactful. While stories of AI errors often capture attention, they tend to overshadow the broader paradigm shift underway. For investment analysts, the ability to distinguish meaningful insights from AI-generated “hallucinations” is becoming an essential and...
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