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With the dominant cryptocurrency making new all time highs recently, it came back as a topic across a number of conference calls this earnings season. But we are seeing a broader level of comfort compared to the previous spike in 2017/2018, including purchases by well-followed companies like Tesla, as well as product comments from ETF…
We have been monitoring “The Big Four” social media companies (Facebook, Twitter, Snap Inc., and Pinterest) for a while. We published a very long and very bullish piece on Pinterest in Forbes shortly after the company’s IPO in May 2019. We specifically stated: “To summarize our view, we see Pinterest as a unique advertising and…
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As merger spreads have widened considerably during this period of extreme market volatility, we’ve had a number of people ask how to use our platform for merger arbitrage research. In this post, we’ll cover several ways to do so. At the bottom of the post, we’ve also included a list of selected currently pending cash…
Just a few short weeks ago we spotted the work-from-home trend in corporate calls and stock market action. At the time we noted that we were “witnessing the markets pricing around large-scale adoption of [“Work from Home” portfolio companies] due to the coronavirus.” Others agreed—our data and insights were featured in Vox, the Washington Post,…
The coronavirus outbreak has injected extreme volatility into the financial markets, with the markets seeing their largest moves since 1987. As investors, we can barely model out our base case scenarios given the wide ranges of possible outcomes. We look to data to help drive our understanding of this outbreak and its potential for further…
Quarantine fears crush retailers, what is on the other side? STAY GPS XRT, finding conservatively financed FCF generators The selloff in the markets continues unabated: President Trump’s address last night and the Fed liquidity actions today did little to reassure the markets as Thursday ended as the worst day for the Dow since 1987. Event…
With the realization that countries across the globe need to move towards large-scale containment, including shutdowns and restrictions on gatherings and movement, we’ve seen massive weakness in restaurant stocks. A number of these stocks were down in the double-digits only a day after we told the WSJ yesterday that the industry needed to take steps to “prevent…
Today, we continue our coronavirus market impact series with a focus on the outbreak’s effect on universities. University campus closures are affecting stocks as high-profile schools move to online instruction (we covered the early move to “work from home” stocks on our blog a few weeks ago). Today we saw the market being somewhat slow to react…
We’ve received several requests for analysis on the impact of coronavirus on the market. To help you keep on top of the latest news and trends, over the next few days we will be sending selected coronavirus updates. We also hosted a webinar yesterday covering how to navigate the market impact of coronavirus with actionable…
As the pandemic situation unfolds exponentially, we started looking at what the CEOs specifically are saying in transcripts by using our popular in-transcript, said-by-the-CEO search and ML-based keyword suggestions.
Last week we wrote about using Sentieo to stay on top of fast-moving developments and the impact on the auto industry. With the big market selloff on Monday, February 24, 2020, we looked for companies that are actually up for the day to get clues as to what sectors might be outperforming the likely volatile…
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…
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…
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…
