Kai Wu
@ckaiwu
⚡ Founder, Sparkline Capital | ✨ $ITAN + $DTAN ETFs | 🔭 Intangible Value Investing Using AI + NLP | Email List: https://tinyurl.com/sparklinecapital
👑Sparkline 2024 ETF Investor Letter: Beyond the Magnificent 7👑 How can investors diversify beyond richly-valued U.S. mega-cap tech stocks without sacrificing innovation and growth? Our annual investor letter explores this challenge and presents a solution for maintaining…

Learn how tokenization is reshaping the future of finance—tap for the full interview! - fintech.tv/the-future-of-… #Tokenization #CryptoNews #Finance #KaiWu
What a banger from @ckaiwu. Great note. What always surprises me about Kai's work is that everytime I think he extensively covers a topic, he somehow finds more "meat on the bone" and adds further analysis on it. sparklinecapital.com/post/buffetts-…
🚨New from us: Given they are trained on human data, can you use psychological techniques that work on humans to persuade AI? Yes! Applying Cialdini's principles for human influence more than doubles the chance of GPT-4o-mini agrees to objectionable requests compared to controls
Very interesting paper from @ckaiwu on Buffett's top stocks historically and how they reflect, among other things, the factor evolution of the portfolio blog.sparklinecapital.com/wp-content/upl…
Worth reading my friend Kai Wu's take on the three eras of Buffett. @ckaiwu sparklinecapital.com/post/buffetts-…
outstanding stuff here
"Warren Buffett is often mischaracterized as an old-school value investor in the mold of Ben Graham. In reality, he long ago evolved beyond Graham’s focus on tangible book value – instead favoring asset-light businesses with wide intangible moats..." 🔥 new note from @ckaiwu