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Anthony Scilipoti

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
1019 total appearances

Appearances Over Time

Podcast Appearances

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Look for that.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And there's all the instances of those things.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And then I just read it and it's all there.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Well, did the AI miss it?

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Did the AI understand the linkages between each of those sightings?

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

If I'm looking at, for example, I was looking at a company recently and I was looking at, it was capitalizing costs, okay?

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

This is a REIT.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And if it capitalizes costs versus putting them through the income statement, if it goes through the income statement, it makes their operating earnings look poorer, lower, and their net EPS ultimately.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

But if they put it on the balance sheet, well, you know, that's an investment in the future and everything looks okay, right?

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And so there's a gray area.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Was it an operating expense or was it a capital item?

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And so I was, first thing I looked for was capitalized interest.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And so it gave me all the quotes.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

And then capitalized costs and gave me all the quotes.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

So then you think that that's enough.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

But you have to then, and I was showing one of my guys this.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

So then let's go to the income.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Let's actually pull up the statements where it told us to go.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

Because AI made it faster.

The Knowledge Project
Anthony Scilipoti: The Bubble No One is Talking About

I now no longer needed to flip.