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anton_tarasenko | 6 years ago

Thank you for going after primary sources.

The sample letter refers to the press. Executives tend to be general with the press. Investors make them talk specifics. That happens during quarterly earning calls. Which would be a good source. Seeking Alpha has the transcripts.

The SEC filings are another liable source. Though not personal quotes, they include perspectives on tech trends.

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atestu|6 years ago

Yep - 2 things about this

1) I am using the press as a kind of filter of what's interesting (hypothesis: they pick the most interesting thing executives are saying on earning calls)

2) I am working on extracting other sources like earning transcripts and twitter, but this will be tougher for me to go through due to the sheer amount of things that are said in those sources

SEC is a good one too, the management analysis section of filings is always interesting so I could extract that.

Thanks for the feedback!