The Power of Sentieo In Your Pocket: Stay Productive with Mobile Apps for iPhone and iPad

We realize that it is crucial to have access to your research documents, data, news, notes, and alerts — anytime, anywhere. This is why we’ve created a Sentieo mobile experience with our iPhone and iPad apps. Stay productive on the road and never miss important developments about the companies and industries you care about.

Document Search on Sentieo Mobile 

Sentieo’s Document Search web application features are also available in our mobile apps:

  • Search through all types of documents exactly as you do in the web app, using the exact same filters (and ability to save filters), as well as the same “IN:” commands to search keywords within specific documents.
  • Read company documents even when you don’t have an Internet connection with automatic, offline sync.
  • Highlight and annotate documents — both online and offline. Redline documents easily in the iPad app.
  • Save time and don’t risk missing material insights, signals, and trends, with Smart Summary™ transcript analysis
  • Find the right search phrases with query autocomplete, powered by Sentieo’s natural language processing
  • Stay organized by bookmarking documents, sharing them via email, and even exporting to PDF on mobile 

 

Alerts and Push Notifications

  • Keep getting real-time alerts from the platform: in your email inbox or via push notifications on mobile
  • Get customizable alerts on anything you want to follow, whether it be news, new documents, financials, search results, and more

 

Data and Visualizations 

Sentieo’s data and visualization features are also accessible on-the-go.

  • Continue to follow tickers and receive real-time price updates for your Watchlists
  • View your financial models and metrics via iPhone, iPad, or offline, including income statement, balance sheet, cash flow, ratios, company valuation, and comps tables with customized metrics 
  • Access your Sentieo charts via iPhone, iPad, or offline, including: historical price charts, intraday charts, trading multiples, estimates charts, and growth charts
  • Stay on top of your News Stream of social media, news, company documents, market data, multiples, and more

 

 

Research Management 

Get a constant live stream of the content your team is sharing. Save your email inbox from overflowing by using the Sentieo Notebook app.

  • Create notes that are searchable across mobile – and access all of your custom note templates.
  • Highlighting and annotating documents — both online and offline (any highlight or annotation you make is automatically tagged and saved to your Notebook)
  • Forward any email (with or without attachments) to your Sentieo account, and the email content will automatically be tagged, saved to your Notebook, and made searchable
  • Clip and tag any website or article to send it directly to your Notebook with Mobile Clipper
  • Collaborate with others via mobile by sharing any note or saved asset with a colleague, team, or your entire organization. Eliminate long email chains with our commenting functionality.
  • With mobile offline access, all of the above features are available with or without an Internet connection!

 

Download The Apps:

 

Available for use by existing Sentieo users.

Available for use by existing Sentieo users.

Available for use by existing Sentieo users.

 

Don’t have Sentieo yet? Sign up for a trial here.

Taking a Data-Driven Approach to Alpha Generation: Part 3

From the rise of indexing and quantitative strategies to an explosion of alternative data and fee compression, we’ve seen an evolution of the market. The need to “research different” to maintain your edge is greater today than ever before. 

In our three-part blog series, “Taking a Data-Driven Approach to Alpha Generation,” we’re covering three different strategies to overcome overreliance on hunches, intuition, or biased views. We’re also recommending ways to start quantifying and visualizing investable trends— to ultimately generate alpha faster. In the last few weeks, we’ve discussed how to make alternative data work for you and how to capitalize on your internal datasets for alpha generation. Today, we’re wrapping up the series with how to create powerful visualizations over time using sector-level financial metrics.

If you had an idea about leverage trends in US Consumer Staples, you could chart the quarterly Net Debt to EBITDA ratio for a basket of stocks and then calculate a simple average of these to see the overall trend. The example below shows that after a decade of low interest rate policies, consumer staples companies are now substantially riskier, from a credit perspective.   

Interactive public viewer chart link 

Or if you combine the market caps of the publicly-traded US homebuilders and chart it against the US 30-year fixed mortgage rate, you see the really high sensitivity of the builders’ collective market capitalization against the mortgage rates. 

Interactive public viewer chart link

Innovative combinations and visualizations of traditional data sets are another proprietary approach to supporting your research efforts. Successful investors identify new trends and develop winning investment theses every day.  The question is: who will identify the trend first? It’s no longer enough to simply be accurate; today you need to be accurate the fastest. Technology is key here. From using alternative data and building out internal proprietary datasets, to combining traditional datasets, technology is enabling analysts to take advantage of the large and growing number of data sources out there.

We hope you enjoyed this series. Download the full guide to go even more in-depth on these three data-driven approaches.

Who Won Black Friday and Cyber Monday? Sentieo Uncovers 5 Winners and 1 Loser

For investors in Consumer Discretionary and corporates operating in that space (retailers, consumer products), monitoring various sources of alternative data is of paramount importance. Search trends (and their year-over-year change), Twitter mentions (with year-over-year changes), web traffic (also with year-over-year changes) alone or together can provide important, real time insights during this critical holiday shopping period. We used a number of these sources, by themselves and combined, to look for standout products and companies. 

All indications point to the 2019 holiday shopping season remaining very strong, with 3.8%-4.2% spending growth expected. Online spending on Thanksgiving Day itself was up almost 15% to a new record high. Adobe’s shopping tracker reported $7.4 bn in online spending on Black Friday, up almost 20% YoY, and another $3.6 bn Cyber Monday, up 18% YoY. 

5 Holiday Winners

 

1. Peloton

Maybe you’ve seen The Ad, and maybe you’ve read about the controversy. Perhaps you liked the ad, or perhaps you did not. But what really matters here is that Peloton, a relative newcomer to the public markets, was able to dominate the conversation for a few days (!) and insert its $2,000 stationary bike + $39/mo sub plan as a possible holiday gift for many consumers this year. Step aside, Lexus! 

Interactive public chart viewer 

 

2. Roku:

We really liked Roku in early 2019 when we released our Sentieo 11 alternative data stock picks: it was the top performing pick in H1. We also included it in our July 13 picks for H2 2019. We discuss the idea in detail, as well as the overall alternative data methodology used, in this webinar from July with our CEO/co-founder Alap Shah and VP of Product Arib Rahman. 

Our alternative data composite index (a multivariate regression for the most predictive basket weights of the available data sets) is pointing to an exceptionally strong holiday season for Roku. We would not be surprised to see a revenue beat (street estimates of quarterly revenue are the dotted green line in the chart; actuals are the solid green line). 

Interactive public chart viewer 

 

3. Airpods: 

Airpods are… seasonal? 

The bluetooth audio/mic earbuds by Apple are hot this season much to our surprise. (Did everyone lose theirs at the same time, or are they now a discretionary accessory?) We can’t be sure, other than what we see in the data: highest ever search interest and seasonal high Twitter mentions (30-day moving average) for the product (starting at $159 in the US for the basic version).

Interactive public chart viewer 

 

4. Rosetta Stone:

Rosetta Stone is a language learning software company that has had its ups and downs over the last few years. We spotted the alternative data index acceleration in our Screener, and we were immediately interested. 

Interactive public chart viewer

The acceleration is due to web traffic: we are seeing a 100%+ spike on a year-over-year basis on rolling 30- and 91-day moving average basis. 

Interactive public chart viewer  

 

5. Five Below:

The discount retailer was also another one of our H1 picks, like Roku and Nintendo above. They reported strong results on December 4th (retailer fiscal years are generally on a January year-end so their earnings season is later than most: see our Q3 machine learning/NLP Transcript Smart Summaries here on real Q3 calls from Facebook, YUM! Brands, Beyond Meat and Merck). We see strong data sets for Five into the holiday season (yet to be reported). 

“Stacked” search trends show annual search trends for the entire year, “stacked” on top of prior years. We see that 2019 has been very good for Five Below, including the current holiday season. 

We are also seeing good web traffic. 

Interactive public chart viewer 

The momentum has meant a great looking Sentieo alternative data composite index for the FIVE revenue growth for the quarter that was just reported, and likely continued strong performance through the holiday season. 

Interactive public chart viewer 

1 Holiday Loser: Victoria’s Secret 

Our pick for the loser this holiday season is Victoria’s Secret, a unit of L Brands. The lingerie brand has seen years of declining search interest and weak comparable store sales, as shown in the table below, which uses our one-click table chaining and extraction tool.

We are seeing very weak search trends compared with the last 10 years!

Note that VS is one of two brands for the parent company, L brands. The other one, Bath and Body Works, has been strong over the last few years. 

To try analyzing alternative datasets for yourself, try Sentieo today.

[Guide for IR Teams] Don’t Miss Insights Next Earnings Season: 5 Ways to Optimize Your Time

Why We Wrote This Guide

During earnings season, Investor Relations professionals are drowning in data. The tens or even hundreds of peers and analysts they track produce hundreds of pieces of data, documents, and news every week that could inform a change in earnings calls strategy and language or a response to management and stakeholder requests.

Getting through the deluge of information that becomes available each day can seem like an impossible task.

How can investor relations professionals get through earnings season documents and extract relevant insights quickly?

We’ve identified 5 best practices that you (and your team) can apply to optimize your time during earnings. Get the full guide here.

Get to the most relevant peer and analyst information in minutes to improve confidence in your strategy and drive changes in external messaging and earnings call narratives.

 

 

 

How well are your peers actually doing?

The documents that they’ve filed with the SEC are a gold mine of information. Before and during earnings season, you’ll want to stay on top of peer news and announcements, as well as related analyst commentary and sentiment.

Earnings call transcripts help you understand how peer management is positioning their company and how analysts are reacting. A company’s annual 10-K filing, specifically within the “Outlook” or “Use of Proceeds” sections, shows if they’ve used capital to expand or grow, to repay debt, or to support general operations. Can you see specific plans for this capital?

Annual reports (among many other document types) can also give good insight into product research and development (R&D), which can include everything from initial product design to compliance testing, to new market deployment. Track exactly how much your competitors are spending ?on innovation, and where they are reducing investment.

How To Do It

Use a tool that allows you to search across all document types, and even within specific document sections.

Get alerted when new competitor documents are released, whether they be an earnings call transcript, a press release, a 10-Q covering the company’s quarterly performance, an 8-K for material events (acquisitions, changes in corporate management, or updated fiscal year end-date), or an S-1 for an IPO.

Get alerted on specific company and keyword searches like “NVDA > R&D > automation,” so you’re always in the know about your competitor’s roadmap and benchmark language.

Sentieo Document Search and Alerts

Key catalysts to track include earnings announcements, product launches, and transactions. Use a calendar tool that automatically feeds in from your company watchlists.

For example, below we used our watchlist “Big Tech” to auto-populate our Sentieo earnings calendar for easy tracking.

Sentieo Earnings Calendar

 

During earnings season, you want a tool that allows you to get instant insights as soon as a transcript is released. Answering the questions below will help you make more strategic decisions in the future:

• What are consumers, analysts, and management teams saying about your peers?

• What is the sentiment towards your own company?

• What is the sentiment of your peers on earnings calls?

• Are your peers positive around certain topics? Or negative and deflecting?

How It Works

Try using a tool that tracks and manages sentiment in an efficient and meaningful way.

For example, Sentieo’s Smart Summary™ categorizes an earnings call transcript’s sentences for easy insight (i.e. by “Guidance,” “Financials,” or “Deflection”). It also color-codes sentences according to whether their sentiment is positive or negative — for easy, at-a-glance analysis.
Sentieo allows you to automate the receipt of transcript analysis reports to your email inbox, which can save you lots of time during earnings season!

Sentieo Smart Summary Transcript Analysis

To learn the other 2 ways to avoid missing insights during earnings season, download the full guide here.

To try Sentieo, request a trial or custom demo with us!

Taking a Data-Driven Approach to Alpha Generation: Part 2

Over the last few years, we have seen the not-so-gradual evolution of investment marketing, from the rise of indexing and quantitative strategies to the explosion of alternative data and fee compression. The need to “research different” to maintain your edge is greater today than ever before. But despite the changes, there remains one major thing all successful investors do: correctly identify trends. 

Over the coming weeks, we will cover three different strategies to overcome overreliance on hunches, intuition, or biased views and start quantifying and visualizing investable trends, to ultimately generate alpha faster. You can skip ahead and read the full report here.

A couple weeks ago, we covered everyone’s favorite industry buzzword: alternative data. Today, we switch gears and focus on how to capitalize on your internal datasets for alpha generation.

When looking to “supercharge” research, it’s important to include internal proprietary data sets, such as search statistics on corporate documents, like earnings call transcripts. Unlike alternative data sets, which are widely available for purchase, document search statistics are your own internal proprietary data set. These can be a powerful source for trend identification and verification.

One example of this is the short-lived “gluten free” fad. A quick search of conference call transcripts that mention “gluten free” show that while gluten intolerance is in fact a real issue, it really only impacts a small percentage of the population. As a result, the corporate response clearly came and went

Another example is the opioid crisis. In this case, search statistics help quantify metrics for risk management purposes. For example, we can see that the number of 10-K filings with Risk Factors that mention “opioid” or “opioids” have increased substantially over the years

Search statistics for documents can also be combined with financial metrics to spot trends in an industry group as a whole. For example, combining restaurant industry transcript mentions of “wage inflation” against the average adjusted EBIT margin for a group of US casual dining chains shows that the margin peaked and started to decline shortly after document statistics pointed to increasing wage pressures

But these internal datasets can do more than just verify or quantify trends, they can also help you spot trending terms as well as “equivalents” to help you generate ideas and develop a thesis. For example, looking at all corporate documents for YUM! Brands (global parent of KFC, Pizza Hut, and Taco Bell), we can identify company-specific trending topics.  

This same concept can be applied to searches for document types: searching 10-K filings with the SEC for Vietnam and other Southeast Asian countries are trending in the mix.

Most importantly, search statistics for documents are entirely your own proprietary data set. Because they’re not available from the data vendors, they are your own competitive advantage and enable you to preserve your edge for longer.

Next week, we’ll cover how to create powerful visualizations over time using sector-level financial metrics. If you can’t wait that long, you can download the full report here.