Sentieo Linguistic Analytics – American Express Q3 Earnings

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While the new CEO was viewed positively by the Street, and was perhaps previewed in a previous call, the conference call event itself showed an increasing divergence in the direction of the discussion between analysts and management, where analysts are focused more on profitability metrics and card program concerns, while management talked much more broadly.  Given this, and the negative divergence in our sentiment metrics between Management and analysts, it would be prudent to be more cautious on AXP stock at these levels.

Here is our linguistic analysis:

American Express announced a CEO change this quarter.  Versus last quarter, management commentary obviously focused mostly on the new CEO and broad commentary around the company.

october-wordcloud

However, the Sentiment Spread, a measure of the bullishness of management vs analysts, has turned down sharply, suggesting over-confidence by analysts.

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Dissecting The Latest Netflix Earnings Transcript

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We let our data scientists loose on NFLX’s latest conference call transcript. High-level takeaway:  NFLX is sounding a more muted tone while the Street is still excited, and the stock is at a high.

Key takeaways:

1.  Management sentiment has fallen two quarters in a row. (blue line below)

 

2.  The spread between Management sentiment and Analyst sentiment has fallen to a recent low, implying that while Management is getting less bullish, analysts are not yet changing their tone.

spread

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Fintech Innovator Sentieo Launches Game-Changing Data Search Technology

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SAN FRANCISCO and NEW YORK, May 11, 2016 /PRNewswire/ — Today two brothers, Alap and Naman Shah, unveiled Sentieo, a powerful equity research platform that arms financial analysts with new ways to quickly search, visualize, and interpret data allowing them to do deeper, faster research, spot business inflections earlier, and generate better returns.

Sentieo has been quietly building momentum for over three years leading up to today’s official launch, offering a lightning fast, thoughtfully designed web and app based interface developed by Sentieo’s team of 40 engineers, which is already speeding up the workflow of more than 60 clients. Sentieo’s clients include two of the top ten hedge funds, as well as numerous top mutual funds, investment banks, financial advisors, research houses, and corporate development departments.

Sentieo is first and foremost a search engine, focusing its natural language processing (NLP) and deep semantic search technology on an exhaustive database of global financial documents. Users can instantly search SEC filings, transcripts, broker research, and news to find key text and data. Users may then pull data using Sentieo’s table extraction technology and highlight and annotate key text and figures on the fly. All work performed on the platform pushes into the user’s cloud-based Sentieo Notebook that serves as a light-touch Research Management System (RMS) for organizing and collaborating on research content. Additional content can be pulled in via email and Sentieo’s browser extension webclipper, becoming instantly available in the user’s Sentieo Notebook that is accessible from a user’s desktop, iPad and iPhone apps, and via Sentieo’s Excel Plugin.

“The magic of Sentieo is that it understands and caters to an analyst’s workflow, allowing you to centralize activities previously performed in Excel, Evernote/OneNote, chat, document search, and your financial terminal, all in a single, seamless platform,” said Sentieo CEO Alap Shah.

While working as a hedge fund analyst covering consumer equities at Viking Global Investors and in Citadel’s Global Equities business, CEO Alap Shah realized that existing financial data platforms were unable to keep up with his need to process information about hundreds of companies and positions every day. The seed of Sentieo was planted, resulting in a platform built from the user’s point of view, automating key processes and ensuring timely alerts on key textual and contextual changes in documents and data. Sentieo’s key services have been architected with a user first philosophy by a world-class team of Product Managers with previous Analyst and Portfolio Manager experience at top buy-side shops including Balyasny Asset Management, Pine River Capital Management, Scout Capital, Casablanca Capital, and Citigroup’s prop trading desk, as well as investment banking experience from JPMorgan, Lazard, and Standard Chartered Bank.

Employing the latest in machine learning and predictive analysis, Sentieo’s new Mosaic service stands at the forefront of the growing “Quantamental” investing trend, arming fundamental investors with quant tools to help forecast demand and price movements. By tracking, scrubbing, and visualizing key company/brand data such as website traffic, search volumes, Twitter mentions, app downloads and more, Mosaic allows analysts to correlate web interest to revenue growth and price performance, driving a significant alpha generation edge. Freeing analysts from tedious work in Excel and removing the need for in-house engineers, Mosaic allows funds to track and maximize the benefit from all the valuable datasets they acquire or create.

Sentieo further alters the fintech landscape with a range of unique features, including:

A desktop built for the web and cloud, architected using the most recent web frameworks with no software to download or maintain;
Mobile applications (iPad, iPhone and Android) designed simultaneously with the core desktop platform to offer a full range of services with seamless transitioning and sync across devices;
World class collaboration technology using the Sentieo Notebook, as well as collaboration centralization, reporting and audit for CTOs and compliance officers.
“Sentieo works the way a modern financial platform should. It not only generates better search results faster, it incorporates a broader and more complex combination of financial and real-world datasets to produce a more revealing picture of what’s actually happening in the real world,” said Alap Shah.

To create Sentieo, Alap partnered with his brother, Naman Shah, Sentieo’s president. Previously, Naman developed breakthroughs in low-cost reverse osmosis filtration technology, water delivery networks, and cloud technology as co-founder of Sarvajal, a social enterprise that provides clean drinking water to over 300,000 underserved villagers in India. Together Naman and CTO Rajdeep Singh have built a world-class team of engineers and designers that drive the rapid pace of Sentieo’s product innovation.

“We wanted to take a new approach to a field that isn’t innovating fast enough, and discard all assumptions,” said Naman Shah. “It’s not only about what users want, it’s also about what they don’t yet know they want. By combining institutional quality financial data with the most advanced analytical technology, we built something that is more useful than existing tools and effortlessly intuitive.”

For more information on Sentieo, visit https://www.sentieo.com/.

About Sentieo
Sentieo is a revolutionary equity research platform designed by hedge fund analysts determined to put the user first. Combining traditional and innovative datasets, it increases efficiency and boosts alpha generation for asset managers, investment banks, and corporations. Serving a global customer base, Sentieo has a team of 60 with offices in San Francisco, New York, Florida, and New Delhi, India.

To sign up for a free trial- click here.

Reposted from: http://www.prnewswire.com/news-releases/fintech-innovator-sentieo-launches-game-changing-data-search-technology-300266904.html

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