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Alternative data has become a mainstream source of data for investment managers, with up to 50% of funds now using it as a part of their research process. The question of how to get value from alternative data is no longer about access to the data sets; there are hundreds of vendors offering alternative datasets…
Following Consensus Trades worked in 2013 and 2014, and started to lose some money in 2015. After running the numbers, we were shocked to see this developing consensus underperformance trend accelerate by 1270bps for 2016. We analyzed Thomson Reuters’ I/B/E/S dataset and looked at instances where analysts were unanimously bullish or bearish on a stock. It turns…
Sentieo’s Alexa Skill is live! We present some thoughts from our technical team recapping our experiences for the benefit of those who are keen on considering the future of computer interfaces. For Voice User Interfaces (VUIs) to have any chance of success, the future direction of Voice User Experience (VUX) will be strongly tied to…
The O&G industry reports tons of data in both volume and detail—from drilling rig and pressure pumping data to well production info. Looking for and analyzing all of this information for your investment ideas is a very necessary but time consuming process. Designed by buysiders for buysiders, Sentieo is the best tool on the market for leveraging technology to rapidly compress your research…
This is a companion post to walk through our methodology for our post on WFM. For full transparency, we wanted to go through in detail our math on the subscription meal-kit industry, where all players are unlisted. This is where Mosaic starts to come in handy to estimate real numbers. Guesstimating Blue Apron as the…
