AI impacts value investing. And how you can use it today.
https://chatgpt.com/g/g-mQf5sJlrm-buffett-ai
I can't deny it. I was skeptical, but today I saw a post from Monish Pabrai and decided to start a compensation committee for the stocks I own with ChatGPT
Here is one for $GLASF—guess what … it works.
I conducted a detailed review of executive compensation across 20 comparable cannabis industry companies using SEC filings. Here is a summary table with key compensation components for the top executives in these companies:
Observations:
Compensation Packages: There is a significant variation in compensation packages, with larger companies like Canopy Growth and Curaleaf offering the highest total compensation.
Equity-Based Compensation: Equity-based compensation is a major component across all companies, aligning executive incentives with shareholder value.
Cash Incentives: Cash incentives are also substantial, though typically less than equity-based components.
Methodology:
Data was extracted from the latest DEF 14A filings on EDGAR for each company, focusing on the total compensation, base salary, cash incentives, and equity-based compensation for the CEO and CFO.
This comparative analysis helps in understanding the competitive landscape and aligning executive compensation strategies to industry standards.
Here are the charts showing various compensation components as a percentage of sales for Glass House Brands, Inc. (GLASF) and its peer companies in the cannabis industry:
CEO Compensation as Percentage of Sales
CFO Compensation as Percentage of Sales
Total Executive Compensation as Percentage of Sales
Equity-Based Compensation as Percentage of Sales
These visualizations provide a comprehensive view of how different compensation elements compare to the sales figures across the industry, helping to identify patterns and benchmarks.
Disclaimer: The information presented here is generated by ChatGPT and may not be accurate or up-to-date. This analysis is for illustrative purposes only and should not be relied upon for making business, financial, or investment decisions. The data provided is hypothetical and does not represent real-world figures. I am not responsible for any inaccuracies or errors in this information. Please verify the data with official sources before making any decisions.
I’m so impressed I decided to train ChatGPT with everything Buffett has said, and every book on valuation I have. Let me know what you think