AI-Powered Industry Analysis: Perplexity + NotebookLM
How to combine AI tools to research and gain insights into the platinum industry
When Michael Burry disclosed his 13F holdings, one position immediately caught my attention:
Sibanye-Stillwater (🇿🇦 Ticker: SBSW), a leading international precious metals mining company.
As someone with limited knowledge of the mining business and platinum group metals (PGM), I needed to quickly get up to speed on this complex industry. The challenge? Going through countless research reports, analysis pieces, and interviews from leading financial firms and hedge funds.
Information overload is one of the most common challenges today, with so many sources and tools available.
So, instead of spending hours hunting for quality sources across the web and reading hundreds of pages manually, I decided to combine multiple AI tools to help me get started.
I decided to use a two-stage approach that combines the strengths of both platforms:
Stage 1 with Perplexity: Real-time source discovery
Stage 2 with NotebookLM: Deep analysis with consistent knowledge base (and more)
Why both Tools?
While excellent for web searches, Perplexity triggers new searches for each question, using different sources each time, which creates inconsistency in analysis.
Here comes NotebookLM. It provides answers exclusively from your uploaded sources, maintaining consistent reference points throughout your research.
So, let's get started.
Step 1: Quality Source Discovery with Perplexity
I started with this targeted prompt in Perplexity:
Find detailed reports about Platinum market and platinum miners from leading financial service firms like JPMorgan, BlackRock, Fidelity, MorganStanley, Goehring & Rozencwajg Associate, world platinum investment council, published in the last 3 years. Filetype: pdfNote: The "Filetype: pdf" filter ensures you get comprehensive research reports rather than news snippets.
This query returns a list of sources, including industry analyses, investment bank reports, and other relevant materials such as publications from the World Platinum Investment Council, which I highly to checking out for anyone interested in platinum industry.
Step 2: Deep Analysis with NotebookLM
After copying the source links from Perplexity, I created a new notebook in NotebookLM and imported the most valuable resources.
You can also add other useful materials, like earnings transcripts and financial reports from mining companies, which can help to build a richer and more comprehensive knowledge base.
Note: NotebookLM has a limit of 50 sources and some URLs fail to import due to various reasons.
So, check the links carefully. While this may require additional manual effort, it will ultimately lead to better outputs and more reliable results.
Now with the curated knowledge base, I can start asking questions to gain insights about the platinum industry.
For example:
What major shifts are happening in the platinum market?Output:
Or, to understand market catalysts, I can ask:
What are the short- and long-term market catalysts?Output:
To get a list of platinum mining companies mentioned in the research articles, I can simply ask:
List the names and tickers of the platinum mining companies mentionedOutput:
With just a simple prompt, I got a list of key players worth researching, some I hadn’t even heard of before, like Bravo Mining (🇧🇷 Ticker: BRVO), a Canadian-Brazilian mineral exploration company with exposure to PGMs, including platinum.
Bonus: AI-Generated Audio Summary
If you don’t feel like chatting back and forth with the data provided, you can simply create an audio summary using NotebookLM’s “Studio” feature with this simple prompt:
Only cover the sources about the platinum industry and focus on providing insights to new investors who are interested in the platinum industry and platinum mining companies.
A few minutes later, it created a 13-minute podcast-style audio summary 😳
How amazing is that?
I also recently turned all deep-dive reports into podcast episodes via NotebookLM.
If you don’t have time to read them, feel free to listen instead.
Conclusion
By combining latest AI tools, you can quickly process tons of research reports, earnings calls, industry data, and much more.
What used to need expensive analysts and take hours now happens at light speed. You basically build a research team that never stops working, and it costs almost nothing.
So, this approach works for any industry and research task. Try it on tech stocks, crypto, real estate, or whatever interests you.
Thank you for reading. Hope you have an awesome week!
You can always support my work by buying me a coffee (or two😉). Thank you🙏
Disclaimer: This publication and its authors are not licensed investment professionals. The information provided in this publication is for educational purposes only and should not be construed as investment advice. We do not make any recommendations regarding the suitability of particular investments. Before making any investment decision, it is important to do your own research. RhinoInsight assume no liability for any investment decisions made based on the information provided in this newsletter.