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Last week, we launched our U.S. Election 2020 dashboard. Our analysis of the platforms of both campaigns resulted in four investable themes for each candidate, outside of the obvious. We’ve detailed each of these in our two reports: Six Stocks and One ETF for a Biden Presidency and Six Stocks and One ETF for a…
Sentieo’s latest product release continues to build on our leadership in improving the entire workflow of analysts and other knowledge professionals. This blog post focuses on two of these features: the sharing of saved searches, and the sharing of dashboards. As our clients know, sharing any content on the platform, from data visualizations to text…
To say that covid has changed everything would be an understatement: we continue to see surprises (both positive and negative) across different sectors. We used our Natural Language Processing heatmaps to spot the strength in homebuilders “before it was news” in July. We have been keeping tabs on the strength in outdoor activity plays and…
One very noticeable stock market impact of the ongoing protests and riots has been the strength in firearm and ammunition stocks since late May (this was also the beginning of protests across the U.S.). We have seen some stocks in the space more than double. The group we’re looking at today consists of two firearms…
From pools and decks to RVs and camping, the pandemic is driving people outside for recreation, and the companies that serve these niches are thriving. We first started seeing the trend in search interest: searches for RVs, swimming pools and camping in May were eclipsing their prior seasonal highs. (interactive chart viewer) The search interest…
This week, we have been highlighting how we use our integrated machine and deep learning applications, and our newly-released NLP Heatmaps™ to extract and summarize insights from unstructured data (transcripts, in this case) across an industry. So far we have covered the U.S. homebuilders, a sector doing enviably well with megatrend tailwinds mentioned on all…
On the blog this week, we continue to highlight how we use our integrated machine and deep learning and NLP Heatmaps™ to extract insight from unstructured data (transcripts, in this case) across an industry. Yesterday, we covered the US homebuilders. The sector has been doing very well year to date, as several factors—cited across the…
While technology companies have dominated the headlines as beneficiaries of the COVID-19 pandemic, a sector that has also benefited are U.S. homebuilders. In this blog post, we will use our NLP Heatmaps™ to extract the relevant information from recent industry transcripts. Homebuilders first came onto our radar as we saw that the primary industry ETF,…
There is no doubt that the pandemic and its impact on the economy, business performance, and society has created new reporting challenges for investor relations teams in the Pharma sector. As we near the second earnings season in this pandemic our team has been tracking the trends and signals over the last several months and…
There is no doubt that the pandemic and its impact on the economy, business performance, and society has created new reporting challenges for companies in the Pharma sector. As we near the second earnings season in this pandemic our team has been tracking the trends and signals over the last several months and have identified…
ESG investment research is an increasingly popular topic for our clients. Our powerful platform can surface insights, prove trends, extract and visualize data, all in seconds. But don’t take our word for it: check out the work of some of our friends and users, like the non-profit Just Capital. With Sentieo, ESG analysts can surface…
One of the most frequently used modules on the Sentieo platform is our Equity Data Terminal (or EDT, for short). Through our partnership with Refinitiv, we bring users a very wide range of standardized equity data, and, on top, we overlay the productivity tools that make our platform a favorite among buyside and corporate financial…
