Dan Gahagan

My opinions are my own. Not investment advice.

[Dan Gahagan @dpgahagan]

@TechFundies Thanks. I was quoted 10K for one seat. Just FYI

[Dan Gahagan @dpgahagan]

@patrick_oshag @InvestLikeBest @DanielSLoeb1 Look forward to this one!

[Dan Gahagan @dpgahagan]

@TechFundies @RealJimChanos Assume you were able to generate this with your FDS MCP and Claude?

[Dan Gahagan @dpgahagan]

@TechFundies Are you able the share the service provider you use for primary research calls/transcripts? How do you like it?

[Dan Gahagan @dpgahagan]

@GavinSBaker @GavinSBaker what was the accounting book you referenced in the interview and still use at your firm today? Appreciate you sharing your time and insights in these long form discussions!

[Dan Gahagan @dpgahagan]

@TechFundies Well done!

[Dan Gahagan @dpgahagan]

@sachaOnX @GavinSBaker Thanks! Listened to this as well! Always appreciate when @GavinSBaker shares his perspective. Incredibly valuable

[Dan Gahagan @dpgahagan]

@FundamentEdge Nice. Need to find some time as well to test too

[Dan Gahagan @dpgahagan]

@aakashgupta “10 blue links”

[Dan Gahagan @dpgahagan]

@TheRealJunto @grok is this statement regarding Anthropic’s use of enterprise software true?

[Dan Gahagan @dpgahagan]

@EricLDaugh @grok when was this filmed?

[Dan Gahagan @dpgahagan]

@paulswaney3 I’ll take a copy! 🙏

[Dan Gahagan @dpgahagan]

@buccocapital Are you uploading sources or just letting it rip?

[Dan Gahagan @dpgahagan]

@TheTranscript_ @grok when did the uber CFO say this? During what event?

[Dan Gahagan @dpgahagan]

@FundamentEdge Was this a straightforward pull from factset? Or did you have to do a lot of data manipulation in excel before producing this line chart?

[Dan Gahagan @dpgahagan]

@spectatorindex @grok where’s the link to this research?

[Dan Gahagan @dpgahagan]

@FundamentEdge @nicochristie Thanks, @FundamentEdge ! Looking forward to hearing how your view evolves as new versions of these tools are released.