[WHITEPAPER] Outsmart The Competition: 7 Best Practices For Becoming A Competitive Intel Ninja

Globalization and the information age have fundamentally changed corporate competitive intelligence.

Not only do you have more information to process than ever before, but you also have to actively monitor developments outside of your field.

So how do you stay on top of everything that is happening with your clients, suppliers and competitors? How can you surface relevant, meaningful information faster? CI professionals should be leveraging existing IP inside your organization, answering ad-hoc questions in a timely and valid manner, and minimizing time spent on rote tasks to focus on more important projects.

We’re here to help! Becoming a CI ninja might seem daunting, which is why we put together this guide to mastering your craft.

Below is a sneak preview of our best practices ebook:

For the rest of our 7 best practices, download the full whitepaper here!

New eBook: How To Get The Most Out Of Conference Season 2019

Once earnings season winds down, equity analysts start thinking about investment bank conferences and upcoming meetings with management. While the largest concentration of conferences happens in July and September, conference season happens year-round, so we thought now would be a good time to share our guide.

As conference season begins, you’ve got a lot on your mind. You and your team are getting ready to catch a flight, prepping for multiple days of back-to-back meetings. You want to be as prepared as possible, to ensure that you get the most out of your time away.

But as former analysts, we’ve been in your shoes, so we put together a quick guide to help you out.

Get Mobile

When you’re on the road, your mobile device is your best friend. Don’t miss anything while you’re gone; use a mobile cloud software that allows you to review documents and financials while traveling — anywhere, anytime.

  • Reference financial data and prior conference transcripts on your tablet and phone during meetings with management, so your questions are sharp and you get the most out of your meetings.

 

  • With mobile access, you won’t fall behind if you’re away from an onsite data terminal. (And try not to forget your phone charger at home).

 

Listen Carefully and Read Management’s Body Language

Management presentations will typically seem optimistic, but look for clues and ask tough questions to get to key nuggets of information. Try to scope out and take notes on indicators such as:

  • Management speaker confidence
  • Openness about risks (generally thought of as a sign of genuine enthusiasm)
  • Covering one’s neck (i.e. subconsciously seeking to protect a vulnerable part of their body) is a sign of discomfort, as is adjusting a tie, loosening a collar, or rubbing the forehead.
  • Executives who are uncomfortable with what they are saying often use “distancing language,” changing pronouns from “I” and “we” to “the company.”

 

Some other things to look out for in management presentations:

  • Comments on liquidity: trends in cash flow (or lack there-of) on balance sheet
  • Use of credit lines (are they too dependent on these?)
  • Press activity (press releases, PR firm hiring, poaching talented executives, new product announcements, focus on research and development, or R&D)

 

Prep Your Questions 

 

  1. Prepare and store your questions for conference meetings within a system that you can access while you’re in the meeting room, ideally from your mobile device.
  2. As the meetings occur, keep organized and also take notes within your mobile app. Tag them by ticker, topic, or your own keywords for easy retrieval after the trip.

For the rest of our tips, please download the whole eBook here!

 

Investment Bank Conferences in 2019

We compiled a list of websites with the dates for investment bank conferences, below for your reference. There are a few large banks (Goldman Sachs, Morgan Stanley) and smaller firms that do not have lists, but this should help you make sure you don’t miss any upcoming conferences.

 

JP Morgan

 

Credit Suisse

 

Deutsche Bank

 

UBS

 

Barclays

 

Citi Equities

 

Jefferies

 

Baird

 

Raymond James

 

For the rest of our tips, please download the whole eBook here.

Word On The Street: The Most Popular Transcript Keywords Of 2018, By Sector (An Annual Report By Sentieo)

Every year, thousands of pages of earnings call transcripts are generated and analyzed by equity analysts for signals about how individual companies — and the market — will perform. Our 2018 Word On The Street report demonstrates how Sentieo’s Document Search and Transcript Sentiment tools make that data more accessible to researchers.

How It Works

We used Sentieo’s natural language processing technology to scrape all the earnings transcripts published in the last year. We then processed and cleaned the data to distinguish the keywords in the text. We highlighted the words in each transcript that occurred on the greatest weighted average basis. We also eliminated filler words (like “or”, “and”, etc.) and conducted analytics on the cleaned data, like part-of-speech tagging (picking out nouns and verbs for semantic analysis) and sentiment analysis (quantifying the tone of the text).

Natural language processing powers the Sentieo platform’s document search and transcript sentiment functionality, putting its users at the forefront of financial research technology.

The Most Popular Transcript Keywords Of 2018, By Sector

Our 2018 report spans all sectors – from consumer discretionary to utilities. Here’s a sample page of our report on the Consumer Staples sector. For the full, free report, please download it here.

We want to hear your thoughts on this report, or any of our other whitepapers! Your feedback is welcome at hello@sentieo.com. For a free trial of Sentieo or to learn more, get in touch here.