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This month’s release is reflective of one of life’s important facts: context matters. To help provide greater context for you in your research process, we’ve added audio replay functionality to call transcripts. Transcript Audio Files Now Available It’s not surprising that transcripts are one of our most used content sources on the Sentieo platform. They…
This month’s release reflects one of our constant pursuits: making sure our users have access to the types of source content that can help them deliver better insights. In our latest release, we are introducing: Fixed Income Research Comes to the Sentieo Platform This month, we’re thrilled to be adding content from two leading fixed-income…
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We are excited to announce the latest release of the Sentieo research platform, Sentieo V4.5, including: integration with Slack so you can easily share documents and notes with existing team communication channels new opt-in library of 800+ RSS Feeds new relative performance analysis tool brand new iPhone app with more features and a beautiful new UI More Sentieo…
In October we released our inaugural industry benchmarking report focused on discount retailers. In that report we used Sentieo’s extensive data visualization and NLP capabilities to identify key metrics for TJX Companies, Inc. (TJX), Ross Stores, Inc., (ROST), Burlington (BURL), Ollie’s Bargain Outlet (OLLI), Dollar General Corporation (DG), and Dollar Tree, Inc. (DLTR). What we…
2020 has been unprecedented (so unprecedented, in fact, that the media arm of our legacy terminal competitor used our stats for the surge in the word “unprecedented”). We went into the holiday shopping season knowing that there will be surprises: back in September, we did some work for our friends in the Financial Times, showing…
With Airbnb boosting the pricing range for its hotly anticipated IPO this week, we decided to take a look at how Wall Street sees the broader travel recovery. For a more in-depth “how to” start your work on the Airbnb IPO, see how we redlined the original S-1 even though some might think that there…
In next week’s webinar, we will go over building a thesis in Sentieo’s RMS (Research Management System). We still come across many haphazard systems for research management (from consumer apps to “systems” with no connection to the rest of your workflow). This leads to several problems: Analyst Inefficiency The lack of integration with the rest…
With the great news from Pfizer and BioNTech regarding their COVID vaccine development on Monday, November 9, 2020, we observed major rotations in the equity markets. For example, several of the “Work From Home” names that we wrote about in February, well ahead of the March sell-off, were down double-digits on the news, including Zoom,…
Investors have always looked for an edge — usually in the form of more and faster information — in order to make better investment decisions. And the industry has responded, creating the $27 billion financial information market we know today. The industry has delivered a complete firehose in the forms of financial data terminals, data…
We have been tracking the “return to the office” trends across filings, transcripts, and macro data since the summer. In July, we were mentioned on CNBC regarding the Wall Street banks and their plans. In September, we wrote about the “return to the office” vs. the data pointing to a “femcession” in Forbes: this trend…
In the weeks since the first U.S. presidential debate, we’ve covered some of the investable themes for both campaigns, including: higher education, police funding, cannabis decriminalization, private prisons, caregiving, credit reporting, and rural America.. Just in time for tomorrow’s election, we’re reviewing the last of the investable themes for Trump: pipelines. New pipeline projects have…
In the weeks since the first U.S. presidential debate, we’ve covered some of the investable themes for both campaigns, including: higher education, police funding, cannabis decriminalization, private prisons, caregiving, and credit reporting. Today, we’re reviewing the last of the investable themes for Biden: rural America. While President Trump convincingly won most rural counties, the Biden-Harris…
With the large U.S. banks’ results already out this earnings season, we decided to take a look at what we can extract using the AI (NLP and ML) technology built into our platform. We focused on the larger banks as their “live view” into the economy provides critical insight during periods of uncertainty. For our…
In the weeks since the first U.S. presidential debate, we’ve covered some of the investable themes for both campaigns, including: higher education, police funding, cannabis decriminalization, private prisons, and caregiving. Today, we’re looking at the third theme for the Trump campaign: credit reporting. This is one of the “under the radar’’ platform positions in the…
