Using Sentieo to stay on top of the coronavirus and other fast-moving news

Sentieo’s industry-leading Document Search enables users’ deep research through sophisticated applications of artificial intelligence (machine learning and natural language processing) applied to corporate, broker research, and internal documents. But there is another aspect of the Doc Search functionality: staying on top of fast-moving events through both comprehensive search, and seamless workflow. 

Using recent coronavirus developments as an example we will focus on the virus’ impact on the global automotive industry. First, we view documents for a pre-built watchlist of global automakers. To see how to create watchlists (and email alerts linked to them) in Sentieo, see this blog post

For the coronavirus example, we focus on three document types (transcripts, broker research, and news sources). We highlight as we read,  write a quick note on top of our highlights, and then share with our team. 

Following Fast-Moving News with Transcripts

In this first video, we focus on transcripts. We look at the automotive watchlist transcripts for mentions of several terms at ones, such as coronavirus OR hubei, and take highlights as we go. Transcripts are an important news source as these are company management teams communicating directly providing a very high signal ratio. However, since the situation is moving fast, the downside here is that a document that is two days, let alone two weeks, old might very well be outdated. 

Filling the Gap with Broker Research

In this second video, we look at broker reports from the numerous banks that cover the companies in the automotive sector. We use the same long search query, and make highlights, download tables, and take screenshots. All of these go into our Notebook for future use. Broker research is in-between transcripts and news sources: analysts often have independent channel checks in addition to access to management teams, so reviewing their reports is a must to get the full picture. 

Adding Another Layer of Information with 700+ News Sources

In this third video, we look at our news source integration. With over 700 individual sources and our powerful document search, we can review a large number of articles very quickly. Compared to transcripts or sell-side research reports, news sources are the most timely but also sometimes not the most accurate regarding a certain company’s actions. We show how to highlight sections of articles to save for use later. 

Compiling and Sharing Findings

In the final video, we show how easy it is to create the “final report” with the latest information on the coronavirus’ impact on the global automotive industry. We write our own text to summarize the findings, then we simply drag and drop all of the highlights we took from transcripts, broker research, and news sources—and we send the finished report to both a single individual and to a team. 

The availability of numerous sources, combined with a powerful search and a highlighting/saving capability enables fast, expansive, and accurate information collection across any topic, group of companies, timeframe, or document source. To find out how you can deploy this tool in your organization, please get in touch with us





Win Earnings Season with an Alert-Driven, AI-Powered Workflow

We all know that earnings season is the busiest time of the year, yet how much thought have you given to the impact advanced tools can have on managing information overload and improving your workflow?

Whether you are an investment analyst, investor relations officer, or other financial and corporate research professional, automating your earnings season research process with an alert-driven, AI-powered workflow can save you a significant amount of time and ensure no material insights are missed.

We’ve put together a series of short videos to show you how Sentieo can be used to:

  • Set up a watchlist (or watchlists) of companies
  • Schedule email (“push”) alerts to be sent to you when new documents are available for companies on your watchlist
  • Manage the full research workflow from alerts through to highlighting filings and capturing them in a research note to share with your team
  • Stay on top of topics (not just specific company tickers) through saved search alerts
  • Create dashboards to get an at-a-glance view into all of the information you are tracking for watchlists or individual companies

In this first video, we discuss why you need watchlists for your alerts. While you can configure individual alerts by company, having a watchlist lets you do several things on the Sentieo platform. One is set up the same alerts for the whole list at once. Another is searching all the documents for that watchlist at once in our document search. You can also bring up the watchlists in any dashboards that you build in Sentieo. 

For example, if you take the US automotive industry, maybe you want to track the parts suppliers, the manufacturers, and the car dealers separately. Having three watchlists lets you monitor the entire chain with the level of detail that you need. Maybe you don’t want all Form 4s from the parts suppliers but you want absolutely everything that comes from one or more car dealers. 

In this video, we go over what your watchlist-based alerts look like in your email inbox. You can choose to have the alerts come to you via email, on the desktop app, or on the mobile app. The starting point is the watchlist with the asset managers that we showed in the first video in the series. The key here is the high level of customization of the email alerts you receive: control content and control timing. Most documents are also delivered in full in your inbox: no need to click several times on the company websites to read them. 

In the videos above, we cover the purpose of watchlists and alerts, and what these alerts look like for one specific watchlist in your email inbox or a special email folder. In this video we will focus on workflow: we will show what to do from here with your alerts. We look at our machine learning and natural language processing transcript Smart Summary™. We also show a workflow that incorporates your highlights from transcripts, filings, and PowerPoints into one research report that is sent out to your team.

In this video, we will focus on staying on top of topics through saved search alerts. Sentieo’s machine learning-powered document search solution doesn’t require you to search specific tickers. We help you find the needle in the haystack and automate the monitoring of these topics. Any search can be saved, including mentions of a company while excluding that company’s documents (to remove false positives), searches across different filters, like industry or “in table” or for specific regulatory forms. 

In this video, we cover using Sentieo’s customizable dashboards to get the information you need as it becomes available. Unlike alerts that come to your email or desktop or mobile, dashboards let you look at new information “at a glance”. We set up a simple dashboard for a variety of documents, curated tweets, saved searches, stock price information, and news. Be sure to read our recent blog post for more detailed information and videos on Sentieo’s updated Dashboard functions

Ready to win your earnings season with an alert-driven, AI-powered workflow? Get in touch with us today to learn more.

Expedite Your Research: New MS Office Plugins

With the new v4.0 release, Sentieo users can now install MS Office plugins for Outlook, Word and Powerpoint, enabling seamless sending of documents to our Research Management System. The ability to ingest documents and make them searchable by your team is one of the core benefits of modern research systems, whether they are created on the platform or elsewhere. A lot of our users already forward industry emails, attach PDFs and Excel models to their notes and theses. The new plugins make the process even easier. Just like our Excel plugin, Sentieo users can find and download the new plugins from the support center. 

The Outlook plugin allows for manual upload of single or multiple emails, automatic uploads, and it works with emails and drafts. 

With a manual upload, users can change the title of the Sentieo note (the default is doc or email name), tag the note with tickers (includes autocomplete for faster tagging and reduction of errors), works with general tags (including your existing tags), users can tag other users, and add comments. 

After sending the email to the Notebook, it will appear just like a new note. 

Bulk uploading allows for simultaneous or individual tagging. 

To save users even more time, users can also define automatic uploads (AutoSend). The controls for the AutoSend, as well as the Manual Send, can be found in Settings. 

The Sync Status shows users the upload progress and the history of all uploads. 

The PowerPoint and Word plugins allow for single document uploads right from the app.

These new plugins enable faster contributions into your Research Management System from more places, ensuring that no important documents are lost or unavailable to your team.  

To find out how Sentieo can help your research workflow, please get in touch.


Introducing Sentieo’s ML-powered TableX Manager: More Data, More Collaboration, Faster!

Sentieo’s Table Explorer, or TableX for short, uses Machine Learning (ML) to identify and chain tables in SEC documents going back years and to stitch every line item carefully. TableX has grown to be a favorite for equity analysts looking to save hours collecting source document data with its easy auditability and visualizations. 

If you are new to TableX, please watch the short videos on our blog. We go over the basic TableX functions (chaining various “standard” tables, chaining KPI tables, merging rows, and adjusting for “roll forward” tables). These short examples on the blog culminate into a full workflow, where we show how to chain a table, convert to a common size, export to our data visualization tool Plotter, add additional financial and valuation metrics, and save the chart for future use. This workflow video is available below. 


This leads to the all-new TableX Manager! Sentieo users can load up the TableX Manager just like any of our other platform modules.

While TableX “Classic” works with individual tables in SEC documents, and chains these tables to their prior versions, TableX Manager does this with ALL tables in a filing, and a lot more. This means that users can now start their work without opening the individual documents and chaining tables individually: all tables from the 8-Ks or the 10-Qs/10-Ks are already chained and available on a single page. From there, users can open the individual tables, chain them like they do in TableX “Classic”, but can also save and share tables, and save individual series for future use. The addition of TableX Manager as a separate module means better efficiency and better collaboration for your team. 

In this brief overview video, we go over the chaining of tables from 10-Qs/10-Ks and 8-Ks, along with the basic new functionalities in TableX Manager. 



In the second video, we show how to chain, modify, save, and recall entire table chains inside the new TableX Manager. This feature lets you not just save and share whole table chains that you like but it also lets you save any adjustments you have done in these extracted tables, such as “quarterizing” the cash flow statement, or converting the table to a common size. 

In this specific example, we chained Chipotle’s Cash Flow Statement, added a fourth quarter, then we quarterized the entire chain (ensuring that the line items are calculated for the specific quarter, rather than on a cumulative 6-9-12 month basis). We then saved our work for future use. 


In the third video, we show how to chain, save, recall, and visualize individual data series from tables using the new TableX Manager. If you need just one or a few line items from a table, then you can save just these individual data series for future use, such as doing more complex visualizations or to share with your team. 

In this example, we extract Chipotle’s same store sales from the 8-K, save the series in TableX Manager for future use, send the series to a teammate, and use the series to build a more complex visualization where we take what we extracted, add Adjusted EBIT margin, Sentieo’s alternative data index, as well as our transcript sentiment trend from our integrated transcript NLP (Natural Language Processing) module. 



To learn more about how Sentieo’s workflow platform can help your team be more productive, please get in touch


More Productivity “At A Glance” with Sentieo’s Redesigned Dashboard

Sentieo’s customizable Dashboards got streamlined and sped-up in the v4.0 release this week. This very flexible part of the product lets you do many things “at a glance”: monitor your team’s research activities, follow industry-specific docs and saved searches, watch financial metrics (prices, performance, reported and estimated financials, alt data, and more), visualize data, and more. Best of all, you can save multiple Dashboard formats if you wear multiple hats, or if you follow very different industries. 

In this videos-heavy blog post, we will cover several of these use cases. In the last video, we will go over the building of a dashboard from scratch. 

Sentieo’s Dashboard is based on customizable widgets that pull and visualize data and documents from across the platform. The extensive collection of widgets include price monitor (“all” things financial, similar to the fields in our Screener), documents (filings, transcripts, broker research, and more), internal notes and theses, charts through our data viz tool Plotter, valuation tables, and more. These widgets display either information either for a single ticker, or for watchlists. Confusing? Watch the short videos below, and it will all make sense. 

Using Dashboard for Documents and Notes

If you are using Sentieo primarily for Documents and News we recommend using the following widgets:

  • All Documents
  • Research Reports (if you have broker entitlements)
  • Saved Search
  • LexisNexis Articles
  • Notes
  • Document Highlights

Using Dashboard for Research Management and Collaboration

If you are using Sentieo primarily for research management, note taking, and collaboration, we recommend using the following widgets:

  • Price Monitor with Thesis Fields
  • All Documents
  • Notes
  • Company Thesis
  • Recent Activity
  • Document Highlights


Using Dashboard as a Customized Financial Data Terminal

If you are using Sentieo primarily as a financial data terminal we recommend using the following widgets:

  • Price Monitor
  • All Documents
  • LexisNexis Articles
  • Tweets
  • Stock Price Graph
  • Intraday Price Graph
  • Plotter Templates
    • Use “Plotter” for any static charts that you build (e.g. Macro or Market Performance)
    • Use “Plotter Templates” for any charts you charts that you want to instantly replicate for different tickers
      • Try this with the Sentieo Templates or simply create your own
      • Select from some of our pre-built plotter templates. Add Widget -> Graphs -> P/E Relative to SPX for example


Building Your Dashboard (step-by-step)

In this final video, we go over how to build a dashboard from scratch. We discuss, add and customize several different types of widgets, geared towards a retail company watchlist. 


If you like what you are seeing, please get in touch

14 Stock Picks for H1 2020

Today, we’re excited to bring you our H1 2020 stock picks. This has become a bit of a fan favorite over the last couple of years—a report that is requested by our customers, the online community, and our internal staff in equal measure.

We know that incorporating alternative data into the equity research workflow empowers analysts to pick up digital breadcrumbs and turn them into signals. We first launched our semi-annual “Stock Picks” report in January 2019 to demonstrate the power of this approach—and demonstrate it did. In the first report, we used Sentieo to publicly pick 11 stocks. Halfway through the year, these 11 long ideas returned an average (mean) of 60%, compared to the leading S&P 500 index ETF at just under 20% YTD—its best H1 performance in two decades!

To choose our stock pics, we use a combination of fundamental analysis along with alternative data from our platform and broad “themes” including high-growth industries, megatrends, revenue growth, and industry leadership. Next, we plot the data looking for telling trends and finally apply our team’s 60+ years of collective fundamental, qualitative investing experience to make our picks.

The H1 2020 edition highlights 14 new picks and takes a look back at our 2019 picks, why we selected them, and how they’re doing today. Last year’s H1 picks returned over 70% for the full year, while the H2 batch performed slightly above the SPY ETF since publication date to year-end (8.42% vs. 8.39%). We also did a retail-focused “Back To School” portfolio that further showcased our alternative data integration across the platform: we combined document search (to identify “back to school” stocks) with screening (looking for acceleration in the most predictive metrics). An equal-weighted basket, pun intended, of these 11 most actionable “Back to School” retailers outperformed the retail ETF XRT over the following month, as our alt data indicated they should: the basket was up around 13% vs. flat performance for the XRT. See our retrospective for details on each stock. 

Sample H1 2020 ideas (download the full report here)


Megatrends: casual wear 

Casual footwear company CROX was one of our H1 and H2 long ideas for 2019, and it’s also back for 2020. After overcoming some company issues in H1 2019, the company had an outstanding H2, more than doubling its June 2019 numbers. We are seeing excellent revenue and earnings estimates revisions, with solid alternative data index vs. expectations for revenue growth in the current quarter. The stock now trades at around 21x P/E for FYE Dec 2020: while there has been some multiple expansion since the summer, we still see room to run towards the premier names in footwear, all at 30x and above (for Nike, Adidas, Puma, Under Armour, Asics). 




Megatrends: online learning, cloud

The dominant US online learning aid and textbook rental player Chegg (CHGG) has several levers to pull operationally in 2020: better bundling, better password sharing control, international, and execution around the recently acquired IT “boot camp”. With remarkable brand recognition, highly scalable content platform (across a variety of subjects), personalized learning aids (including tutoring), and affordable pricing ($15-$20/mo), the ROI for CHGG customers is undeniable versus tuition/remedial classes/dropping out. Yet the company trades at around 9x EV/Sales for FYE 12/2020, below similar high-growth, high-margin, defensible SaaS stories. We see an opportunity for catchup in 2020 (backed by strong search trends), very similar to what we saw with CROX in 2019. Also notable is the nearly 17% short interest, based on float.   



Megatrend: cloud

Similar to our returning pick COUP, DOCU is at the forefront of changing business processes, but in contracts. The ubiquitousness of contracts across every enterprise and every department means a very large TAM, and DOCU has the sales growth and KPIs to prove it. Our alternative data for the upcoming reporting quarter indicates better than expected sales growth. The company trades at around 11x EV/Sales for FYE Jan 2021, with very strong revenue estimates revisions.  


To get the full H1 2020 list, and to see our full 2019 retrospective, download the full reportEquity Research Guide: How to deliver alpha without spending millions on data science projects”



Sentieo Document Search: Updates in the Newly Released v 4.0

With the latest release, Sentieo’s industry-leading Document Search got even better! 

As a part of our continuous improvement, we have added both new document sources to our very extensive collection, and additional functionalities to improve your complete workflow. In addition, to help users navigate through our non-English language documents, we have added language filtering. 

In the new version, users can now search documents from the US Food and Drug Administration (FDA), the US Environmental Protection Agency (EPA), and PubMed, totaling about one million new documents. In detail, we have over 20 years of history for PubMed (primarily the MEDLINE database), six years for FDA documents (press releases, recalls, withdrawals and others), and three years of EPA documents (press releases, enforcement announcements, superfund and brownfield updates). These document sets come on the heels of our private company data and LexisNexis news sources integrations last year. 

These documents can be integrated into your workflow just like the rest of our other docs: fully searchable (including our ML-based synonym search, saved searches and saved search alerts), with the ability to highlight and capture screenshots for your Notebook for future use, as well as our extensive Boolean operators. Some of the documents from the FDA and the EPA are tagged to publicly traded or private entities. 

To find these documents, use the Source drop-down anywhere in our Document Search. 

In this short instructional video, we go over the new document sources with some searches, and we show how these additions can be seamlessly integrated into your workflow. We show how to search FDA documents for mentions of listeria, a frequent cause of product recalls, highlight, label and save these passages; we then look for EPA documents containing mentions of superfund site Newtown Creek, and we save this search so new mentions will be pushed to us. Finally, we look at the PubMed database, where we find an interesting article, and we use our screenshot function to grab a chart with study results from it. 



In this second video, we show how to filter for documents in different languages in our Document Search, and how to use non-English search queries with our Booleans. We then show how to highlight and label the doc just like one can do with an English language doc. 


Productivity as an Edge in Equity Research

Investing is an ever-evolving industry. In recent years, we have seen the rise of indexing, quantitative strategies, an explosion of alternative data, and fee compression. Specific tools and data sets have delivered some improvements, for example, the addition of alternative data to analysts’ resources; however, the research workflow has remained relatively static and anchored to last generation tools from the legacy data terminal providers, or make-shift solutions through consumer-grade apps. 

Simply put: the workflow used for investment analysis has simply not kept up with the reality of the structured and textual data that must be parsed to produce a thesis with the potential to deliver alpha. At the same time, the adoption of homegrown or empty shell RMS solutions has failed to deliver substantive improvements in the investment research workflow. With costly document integration, poor user experience, and missed insights, the time has come for a new approach. 

While the need to “research different” to maintain an edge is greater than ever, there is one thing all successful investors do: correctly identify trends. Building alternative data into the research workflow empowers investors, so they can stop relying on hunches, intuition, or biased views and start quantifying and visualizing trends in seconds by overlaying relevant financial metrics—and ultimately generate alpha faster. However, repeatability is also important here. IP Security and compliance documentation are imperative to winning at scale. It’s why simplifying the research workflow and improving productivity is the key to longterm success. 

By bringing together each of the historically separate capabilities of equity and market data, document search, analytics and modeling, collaboration, and an auditable RMS into a single, integrated solution investment leadership enables their analysts to discover uncharted insights that they would not have been able to find with isolated tools. 

Want to learn how some investors are already applying this approach? Listen to CEO Alap Shah and me as we discuss this approach with Senvest Analyst King van den Berg in our on-demand webinar “Productivity as an Edge in Equity Research”.



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.