Food Tickers & Social Media: How Dine Brands ($DIN), Wendy’s ($WEN), and Domino’s ($DPZ) Are Heating Up

Dine Brands ($DIN), which owns IHOP and Applebee’s, is up 18% since the start of this month. You might have heard about their headline-making name change from IHOP (International House of Pancakes) to IHOB (International House of Burgers). See their tweet announcing the change below:

 

So did this branding change cause Dine Brands’ stock price movement? Did a successful social media campaign contribute to a forward earnings prediction?

We used Sentieo’s alternative data tool, Mosaic, to dig deeper and understand if social media traffic drove the increase. Alternative datasets like Google Trends, Website Visits (Alexa), Twitter Mentions, Instagram Followers, and Instagram Likes are offered in Mosaic and can provide an edge in analyzing consumer-facing businesses, as they often have a high correlation with revenue growth and are available ahead of traditional financial metrics for the period. As consumer behavior shifts more and more towards digital, indicators like these have become more predictive of tech and consumer company results.

Mosaic also allows users to visualize this alternative data. For example, we used Mosaic to create the chart below. Below the chart is a link to an interactive version of the graph.

In the chart below, we plotted the $DIN stock price (black line), IHOP Twitter Mentions (blue), IHOP.com website views, IHOP Instagram likes, and IHOP Instagram followers (gray). With these social media channels skyrocketing after the announcement of “IHOB” on June 11, the stock price (black line) surged.

Interactive graph

$DIN isn’t the only food company that experienced a social media boom and a price reaction following it. Last year, Wendy’s ($WEN) challenged a teenager to get 18 million retweets to receive the prize of free chicken nuggets for a year. His #nuggsforcarter hashtag set the all-time record for most retweets, and of course he received the prize.

In the Sentieo chart below, we mapped Twitter mentions of #nuggsforcarter (purple line), as well as Wendy’s stock price (gray line). We can see that the stock price increased and stayed high after the social media campaign peaked.

Sentieo

Interactive graph

But we can’t forget about pizza. Domino’s ($DPZ) has had several successful social media campaigns, beating out even Wendy’s in Q1 2018 by having 11 times their total number of total Instagram engagements (1.4 million). We plotted DPZ stock price (purple), Instagram Followers (red), and Instagram likes (black) below, and the correlation is clear.

Sentieo

Interactive graph

We cannot stress the importance of keeping a close eye on alternative data — especially social media — by using an alternative data tool like Sentieo. Stay ahead of the game with access to as many sizzling stats as possible.

The 100 Best Twitter Accounts for Finance

Last year, we published our first annual list of the top Finance twitter handles. About a year later, we’ve come back with an update to the dataset.

As a financial research platform built for modern analysts, Sentieo incorporates data from the financial realm of Twitter into its product as part of a curated news stream for each ticker. The 2018 list of handles to follow spans people and organizations with an eye for equities, who offer thoughtful insight and tweet often.

We used a data-driven approach coupled with curated selection to uncover the very best, and we go into more detail on our methodology below. Without further ado here are the top 100 Finance Twitter handles to follow in 2018:

Rank Twitter Handle Popularity Rating Total Followers % of Total Followers
1 John_Hempton 79 24,400 0.32%
2 BarbarianCap 76 21,100 0.36%
3 muddywatersre 73 47,600 0.15%
4 AlderLaneeggs 71 16,400 0.43%
5 CitronResearch 68 60,200 0.11%
6 BrattleStCap 67 18,700 0.36%
7 KerrisdaleCap 65 20,200 0.32%
8 modestproposal1 65 22,700 0.29%
9 marketfolly 65 48,200 0.13%
10 EventDrivenMgr 64 6,698 0.96%
11 ActivistShorts 64 15,400 0.42%
12 Carl_C_Icahn 64 342,000 0.02%
13 LongShortTrader 63 20,000 0.32%
14 DonutShorts 62 10,200 0.61%
15 sprucepointcap 62 10,600 0.58%
16 BluegrassCap 59 16,000 0.37%
17 SIRF_Report 57 8,626 0.66%
18 NoonSixCap 57 8,641 0.66%
19 WallStCynic 57 12,900 0.44%
20 GothamResearch 57 21,900 0.26%
21 herbgreenberg 57 399,000 0.01%
22 Valuetrap13 56 9,514 0.59%
23 valuewalk 56 47,400 0.12%
24 UnionSquareGrp 55 4,922 1.12%
25 PlanMaestro 55 10,200 0.54%
26 ReformedBroker 55 882,000 0.01%
27 SkeleCap 54 6,154 0.88%
28 FatTailCapital 54 6,964 0.78%
29 ShortSightedCap 53 5,642 0.94%
30 footnoted 53 20,200 0.26%
31 Mega_Man_2 52 4,147 1.25%
32 JacobWolinsky 51 5,350 0.95%
33 zerohedge 51 440,000 0.01%
34 FundyLongShort 50 3,585 1.39%
35 MugatuCapital 50 8,890 0.56%
36 DumbLuckCapital 49 4,955 0.99%
37 Hedge_FundGirl 49 5,850 0.84%
38 PresciencePoint 49 9,004 0.54%
39 DavidSchawel 49 30,700 0.16%
40 pmarca 49 671,000 0.01%
41 fundiescapital 48 3,148 1.52%
42 ActAccordingly 48 3,547 1.35%
43 EquityNYC 48 5,223 0.92%
44 nosunkcosts 48 5,674 0.85%
45 MicroFundy 48 7,957 0.60%
46 BergenCapital 48 28,400 0.17%
47 marginalidea 47 1,843 2.55%
48 Keubiko 47 4,542 1.03%
49 Jesse_Livermore 47 37,100 0.13%
50 PainCapital 46 8,446 0.54%
51 EdBorgato 46 8,843 0.52%
52 SmallCapLS 45 2,679 1.68%
53 RodBoydILM 45 3,388 1.33%
54 AlexRubalcava 45 5,828 0.77%
55 LadyFOHF 45 13,000 0.35%
56 activiststocks 45 13,100 0.34%
57 firstadopter 45 33,400 0.13%
58 WarrenBuffett 45 1,310,000 0.00%
59 WSJ 45 14,900,000 0.00%
60 realDonaldTrump 45 39,800,000 0.00%
61 xuexishenghuo 44 2,693 1.63%
62 cablecarcapital 44 3,322 1.32%
63 probesreporter 44 4,082 1.08%
64 GrantsPub 44 25,400 0.17%
65 business 44 4,290,000 0.00%
66 DennyCrane550 43 1,018 4.22%
67 Seventeen_Mile 43 3,484 1.23%
68 StaleyRdCap 43 4,478 0.96%
69 AureliusValue 43 4,660 0.92%
70 Find_Me_Value 43 6,925 0.62%
71 davidein 43 30,800 0.14%
72 maxvision33 42 1,831 2.29%
73 ValueDude 42 1,985 2.12%
74 Fritz844 42 3,321 1.26%
75 plainview_ 42 3,645 1.15%
76 TMTanalyst 42 12,100 0.35%
77 manualofideas 42 17,400 0.24%
78 QTRResearch 42 19,500 0.22%
79 matt_levine 42 59,200 0.07%
80 StrangestTribeX 41 1,324 3.10%
81 LibertyRPF 41 3,500 1.17%
82 AZ_Value 41 3,845 1.07%
83 FCFYield 41 4,562 0.90%
84 GlaucusResearch 41 5,775 0.71%
85 HardcoreValue 41 9,801 0.42%
86 PhilipEtienne 41 10,400 0.39%
87 HedgeyeENERGY 41 11,000 0.37%
88 TigreCapital 40 1,841 2.17%
89 CopperfieldRscr 40 3,336 1.20%
90 covenantlite 40 3,454 1.16%
91 adoxen 40 3,695 1.08%
92 HedgeyeHWP 40 7,934 0.50%
93 mjmauboussin 40 24,500 0.16%
94 TruthGundlach 40 36,400 0.11%
95 bespokeinvest 40 61,100 0.07%
96 UnderwaterCap 39 2,098 1.86%
97 jay_21_ 39 2,303 1.69%
98 schaudenfraud 39 2,808 1.39%
99 JohnHuber72 39 8,949 0.44%
100 mark_dow 39 37,200 0.10%


Methodology

To find the 100 best finance handles to follow on Twitter in 2018, we first developed a curated seed list of ~120 heavy financial users who are active investors and on Twitter. In order to maintain the privacy of these users, we cannot reveal their Twitter handles, but they effectively constitute a panel of experts.

We created a list of all of the Twitter handles that these 120 folks follow on Twitter. We then aggregated this list to find the handles that are most frequently followed across all of the accounts on the seed list. The popularity ranking represents the number of accounts from the seed list that follow the ranked handle. For handles that have the same popularity ranking, they are ranked by the percentage of that handle’s total followers that are on this list (to adjust for larger accounts).

Of course, no list is perfect, there are definitely some false positives and false negatives in here. Overall, though, we think a user interested in staying apprised on equities would be well advised to follow every user on this list.

Note: this list has a decidedly equities-oriented focus, based on the current nature of our product and our interest in information about individual companies. For a more macro/markets oriented list, check out this post from StreetEye.

Fintech Innovator Sentieo Launches Game-Changing Data Search Technology

To sign up for a free trial- click here.

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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