Marvin's Blog

Commentary

AI in Wealth Management: Transforming Investment Advice at Scale

AI is transforming wealth management from a cost center to a strategic advantage, enabling firms to deliver personalized investment advice at scale while maintaining compliance. By automating content creation and embedding regulatory requirements, AI empowers advisors to focus on client relationships while ensuring consistent service quality. | 6 min read
Earnings Call Insights

One Free Earnings Analysis A Day: 4Q-24

During this 4Q24 earnings season, we'll aim to make one earnings analysis available for free every day - some days there just aren't any interesting companies reporting. Check out the calendar to see which companies we'll take a closer look at. | 22 min read
Commentary

Meta Platforms: Market Overestimates AI Costs, Underestimates Benefits

Is Meta Platforms (META) undervalued? With AI costs starting to fall we may see lower capex and higher margins. | 6 min read
Commentary

The Impact of High Quality, Low Cost Inference on the AI Landscape: Lessons from DeepSeek

DeepSeek’s breakthrough in AI inference efficiency challenges conventional assumptions about hyperscaler capital expenditures, suggesting that AI infrastructure costs may be significantly overestimated. If DeepSeek’s approach proves scalable, we could see a downward revision in hyperscaler AI capex projections, leading to ripple effects across cloud providers, GPU vendors, and the broader AI investment landscape. | 6 min read
Commentary

DeepSeek's LLM: Disrupting the AI Landscape with Low Inference Costs

Discover how DeepSeek's DeepSeek-R1 LLM is revolutionizing the AI industry with significantly lower inference costs compared to OpenAI and other leading models. | 4 min read
Earnings Call Insights

One Free Earnings Analysis A Day: 3Q-24

For the 3Q24 earnings season (Oct-Dec 2024), we made one of our AI-driven earnings analysis available for free every day, as long as there was a relevant company reporting that day. Check out the most recent quarter for the current earnings season. | 4 min read
Features

Introducing Global Company Coverage

Announcing the expansion of our comprehensive AI analysis globally, starting with additional coverage of major European companies. | 2 min read
Live with Marvin

Live with Marvin: How AI is Transforming Earnings Season?

For this Live with Marvin, join us as we dive into how artificial intelligence (AI) is transforming the role of equity analysts, particularly during the fast-paced, high-stakes earnings season. | 3 min read
Background

Equity Research and the Role of the Equity Research Analyst: The Definitive Guide for 2024

Explore the evolving world of equity research in 2024, its importance for investors, and the role of the equity research analyst in navigating market trends shaped by AI, ESG, and automation. | 7 min read
Background

Financial Disclosure and Reporting - A Comprehensive Guide

Learn about financial disclosure and reporting, including key components of annual and interim reports, regulatory rules, unstandardized disclosures, and the role of XBRL in financial reporting. | 5 min read
Live with Marvin

Live with Marvin: AI in Investment Management

This Live with Marvin event focuses on the rapidly increasing influence of Artificial Intelligence (AI) in Investment Management. The session will dive into how AI transforms key functions like data analytics, risk management, and client services while exploring the collaboration between humans and AI, ethical concerns, and the strategic approaches CIOs can take in leveraging AI for their organisations. | 3 min read
Earnings Call Insights

The Questions on NVIDIA's 2Q25 Earnings Call: A Follow-Up

NVIDIA hosted the most anticipated earnings call of the year yesterday. We take a look at the questions asked by analysts on the call. | 11 min read
Earnings Call Insights

The Most Anticipated Earnings Call of the Year

We are on the cusp of the most anticipated earnings call of the year, NVIDIA's 2Q25 call happening after market close today. We take the opportunity to share some of the most frequently asked questions about NVIDIA on recent earnings calls. | 8 min read
Commentary

How AI Can Reduce Equity Research Costs by 40%: Strategies & Historical Insights

Equity research has a rich history of transformation driven by technological innovation. AI is the most recent such innovation, poised to reduce the workload of equity research analysts by up to 40%. | 7 min read
Commentary

Common Misconceptions of AI in Investor Analysis

As Artificial Intelligence becomes increasingly adopted within various sectors, its potential to revolutionize investment analysis is being recognized. Yet, the path to fully integrating AI into this field is not without obstacles. Misconceptions about AI's capabilities and limitations often hinder its effective use, leading to unrealistic expectations or underutilizing technology. | 3 min read
Announcement

Partnership with the Nottingham Economic and Financial Society (NEFS)

We are excited to announce a partnership between MarvinLabs and the Nottingham Economics & Finance Society as their first Corporate Sponsor for the 2024/25 academic year. | 1 min read
Appointments

MarvinLabs appoints Mark Bolton as Senior Strategic Advisors

Marvin Labs is proud to announce the appointment of Mark Bolton as Senior Strategic Advisors. Mark brings almost 30 years of executive level experience in banking and financial services in the US and Europe delivering business and digital transformation strategy. | 1 min read
Commentary

Ocado's Seven-Minute Arbitrage Opportunity

A massive arbitrage opportunity in Ocado's stock price on June 20th, 2024 appeared for at least 7 minutes, highlighting the importance of dissecting information from company press releases swiftly and efficiently. | 3 min read
Commentary

The Dichotomy of Meme Stocks: RoboTaxis beat Short Sellers Every Day

There are two classes of meme stocks: the loud ones and the silent ones. The loud ones, like Tesla and AMC, have flashy CEOs who love talking to investors. The silent ones, like GameStop and Trump Media & Technology, don't talk to investors other than to complain about alleged short sellers. | 3 min read
Announcement

Announcing the Public Beta of MarvinLabs's Investment Analysis Copilot

We are launching the Public Beta of MarvinLabs's Investment Analysis Copilot. Check it out at https://app.marvin-labs.com/ | 2 min read
Earnings Call Insights

Netflix To Stop Reporting Member Numbers in 1Q25

When Netflix recently released its earnings report, it announced that as of 1Q25, it would stop reporting member numbers and average revenue per member. What do we make of the decision? | 2 min read
Earnings Call Insights

Netflix: 1Q24 Earnings Report and Password Sharing Crackdown

Netflix ($NFLX) released its earnings last night. When they do that, one thing is sure: headlines will link any change in subscribers to their recent crackdown on password-sharing. Let's have a look at the actual numbers. | 2 min read
Commentary

AI-Washing and Recent SEC Enforcement

Is AI just a Glorified Regression Model? What does the SEC think? Lesson's from recent enforcement actions. | 3 min read
AI Linguistics

Game of Words, Episode II

How do you introduce conversational dynamics into a chatbot? How do you make AI tell jokes? | 11 min read
AI Linguistics

Game of Words, Episode I

Ever wondered what would have happened if Tyrion Lannister had a chance to talk to Eddard Stark about the events that unfolded during the first book season? | 17 min read
Commentary

Fat Finger Disclosures: Lyft's Headline Grabbing 'Clerical Error'

Filing mishaps rarely make the headlines, but Lyft's most recent 'clerical error' did. It's still unclear whether its a case of oversight, confusion about the conversion of percentages to basis points, or a fat finger error. | 3 min read
Appointments

Appointing James Yerkess and Dean Rigby as Senior Strategic Advisors

Marvin Labs is proud to announce the appointment of James Yerkess and Dean Rigby as Senior Strategic Advisors. The two seasoned financial services professionals will provide strategic guidance to Marvin Labs as the company continues to expand its AI-driven investment solutions. | 2 min read
AI Linguistics

I Know What You Mean

In my first article, I mentioned natural language pragmatics as the field studying how speakers resolve context dependency, and figuring out how we understand each other despite how messy language is. In this post, we will look at some specific examples and how accurately ChatGPT can actually handle them. This will serve a double purpose: give you some idea of what challenges speakers face when interpreting natural language, and find out how well LLMs tech can deal with them. | 13 min read
AI Linguistics

Code Breakdown: Thematic Roles

In the previous article, we've discussed thematic roles, what they are, and how to use them to create a structured database out of free text. This article explains how to create such a database and use it in your application, focusing on the rationale behind the code rather than the technical details. | 7 min read
AI Linguistics

How to turn free text into a structured SQL-like database using thematic roles

People often ask me if a background in theoretical linguistics translates into any practical utility for language-based AI development. My usual answer is that it’s hard to tell, and there are opinions both ways. Even if it does translate, it would often come in subtle ways that are almost impossible to measure. | 4 min read
AI Linguistics

Is ChatGPT really that big a deal? - Yes it is!

When we learn grammar at school we get drilled down with the old-fashioned idea that there are “rules” that define what is a “correct” sentence, but in reality, language is all over the place. To decipher its ambiguity, you need cognitive, social, and rhetorical reasoning that can only be acquired through noisy channels by trial and error. That’s very different from writing a computer program. | 4 min read