The mmkki blog

Posts on a variety of topics I find interesting, such as research on possible investment cases. Check out the tools I've developed for myself available on the Chat Interface or through an API.

Weekly automated report: 2026 week 31

Published: 2026-08-02 · Revised: 2026-08-02
market-researchweeklymacro

Kingdee investment case (0268.HK)

Published: 2026-07-28 · Revised: 2026-07-28
market-researchkingdeechinaAIsoftwareERP

Weekly automated report: 2026 week 29

Published: 2026-07-19 · Revised: 2026-07-19
market-researchweeklymacro

ServiceNow investment case

Published: 2026-07-18 · Revised: 2026-07-18
market-researchservicenowAIsoftware

Generative AI for Actuaries

Published: 2026-05-01 · Revised: 2026-06-12
researchAIactuarial-sciencegenerative-ai

Root Insurance investment case

Published: 2026-06-12 · Revised: 2026-06-12
market-researchrootinsuranceAI

UiPath investment case

Published: 2026-03-01 · Revised: 2026-05-30
market-researchuipathAIinvesting

Neural Networks and Deep Learning Systems as Parametric Spans

Published: 2026-01-01 · Revised: 2026-01-01
researchmathematicsdeep-learningneural-networks