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The long-expected restaurant third-party, or 3P, delivery provider consolidation seems to be accelerating this week with numerous media reports on a potential Uber-Grubhub tie-up. This would also likely move the other players to strongly consider their strategic alternatives, given the importance of scale in this business. In the short videos below, we will go over…
Over the last month, we’ve been sharing tips on the highlights of our latest release, Sentieo V4.1, including enhancements to Smart Summary™, new dashboard templates, the ability to add RSS Feeds as a content source, and mobile enhancements that help you easily access your research workflow and financial data—in the office, at home, on the…
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Have you visited our YouTube channel? We have been uploading short videos focused on single functions of our versatile platform. Below, we will highlight a few of these. Seasonality of stock price returns Everyone knows that certain businesses, like retailers and cruise lines, have seasonal characteristics. But did you know that individual stock returns also…
About two weeks ago, we posted an extensive blog post going through the various alternative data indicators for retailers with “Back to School” season exposure. We specifically looked at where our alternative data composite is vs. the most optimal (or predictive) metric. In some cases, the index works better for overall revenue growth and, in…
The US IPO market continues to be very healthy, and we continue to publish our notes here on some of the more interesting companies coming to market. Today’s post focuses on SmileDirectClub (proposed ticker SDC) but also do check out our recent posts on Chewy, Slack, WeWork, Beyond Meat, and Pinterest. You might already be…
Today, we announced a new partnership with Workiva, provider of the world’s leading connected reporting and compliance platform. While both Sentieo and Workiva are excited to work together, the real value of this partnership will be to our mutual customers. At Sentieo, our vision is to accelerate the decision-making of knowledge professionals with the broadest…
Here at Sentieo, we continually invest in security and availability best practices to safeguard the valuable data stored by asset managers and Fortune 500 competitive intelligence, IR, and strategy professionals in our corporate research platform. We are pleased to announce that we have successfully completed our SOC 2 audit, conducted by A-LIGN, a leading compliance and…
Our first step to analyzing how retailers are doing during this “Back to School” season is to use our industry-leading Document Search to find out which retailers are talking about “Back to School” in the first place. If keyword mentions appear in filings or in transcripts, then we know that we should be taking a…
To find out, the Sentieo team took a look at other recent high profile IPOs to compare against what we saw in The We Company’s expansive 800+ page S-1 filing. The document also contains 198 separate tables. Inside the filing, the Company (proposed ticker: WE) spends ten pages on discussing various transactions with “related parties.”…
Berkshire’s investment in Kraft Heinz has not gone smoothly. After taking Heinz private together with private equity investor 3G in 2013, Berkshire invested additional funds in the takeover of Kraft Foods in 2015, and was ready to finance a quickly-withdrawn $143 billion offer for Unilever. Things have gone south for KHC recently. The company’s stock…
Meat alternative marketer and recent IPO Beyond Meat (Nasdaq: BYND) reported quarterly earnings a few days ago, and, concurrently, the company surprised the market with a secondary offering well ahead of the indicated 180-day IPO period (a rare occurrence in the last 10 years). The stock’s performance since its IPO has been stunning: the IPO…
Sentieo’s main data visualization tool, Plotter, contains a veritable treasure trove of data series. While some financial and valuation data sets are commonly available, Sentieo Plotter stands out with its numerous non-financial data sets that are available within Sentieo, or created by you. (For example, you may have pulled Document Search statistics or data generated…
In our final earnings week blog post discussing our new, machine learning-based transcript Smart Summary™, we’re taking a look at the electric car maker, Tesla. The company reported earnings and held its regular quarterly call after market hours on Wednesday, July 24, 2019. The stock dropped immediately upon the results release, and continued dropping during…
Last week, just in time for earnings season, we released Sentieo’s machine learning-based transcript Smart Summary™ feature. In short, we automated what we used to do as buyside analysts: reading through transcripts and classifying information. This week, we’ve looked at the newest transcripts from Goldman Sachs and Haliburton in detail. Yesterday, we shared an in-depth…
