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Last week we hosted a great roundtable discussion with several IR professionals on best practices for earning calls. We had the pleasure of speaking with Stacy Turnof from Edelman, Steve Soter from Workiva, Moriah Shilton from LHA Investor Relations, and Jeremy Peruski from VEA. In great detail, these experienced professionals went over: Messaging and other…
Bloomberg’s terminal business has been scrambling to react to the new reality of the coronavirus-impacted institutional investment market. Having indexes drop 30% over the course of a week and then rebound over the next few months brings a lot of viewers and eyeballs to news services, but has also exposed two fundamental weaknesses in the thesis that portfolio managers and analysts will continue to use this mainstay of equity and market research.
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Alternative data has become a mainstream source of data for investment managers, with up to 50% of funds now using it as a part of their research process. The question of how to get value from alternative data is no longer about access to the data sets; there are hundreds of vendors offering alternative datasets…
Why Make Effectiveness A Habit? At Sentieo, we care about helping equity analysts become more successful. It is core to our mission as a company. While we have broadened our purview to finance and general knowledge professionals, we still have buy-side in our DNA. Our CEO and co-founder, as well as many of our executives…
Last month at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this post, we will share a few FAQs about Sentieo’s Dashboard, EDT, Screener, and Mosaic features. Dashboard…
Sentieo values diversity and believes that diverse teams make innovation possible. (We are hiring!). One of the exercises that we are doing for Pride Month is taking a look at how Corporate America is celebrating, by using our industry-leading Document Search technology. Check out our findings below. Pride Month Is Growing! Mentions of “Pride Month”…
This month at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this post, we will share a few FAQ’s about Sentieo’s Table Explorer and Plotter features. Table Explorer…
The most important aspect of a financial research process is how quickly and confidentially an analyst can get to an investment thesis, market analysis, or corporate strategy recommendation that comes out of the process. Unfortunately, legacy financial document search vendors are failing to recognize this. Instead, they simply push the idea that they are improving…
The Year of the IPO continues! We wrote about the parallels between Pinterest and early Facebook, we did an extensive Slack S-1 read-through, and we highlighted what Uber and Lyft are saying about autonomous vehicles in their filings. With a high-profile IPO like Chewy coming up, an analyst faces two challenges: since the company is…
Last week at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this blog post, we will share a few Q&As about Sentieo’s Document Search feature. How can you…
What is Pinterest? Pinterest is a visual discovery and bookmarking tool. It has created a niche on its own: we see it alongside Twitter, Instagram, Snapchat and LinkedIn, in terms of having created a unique product with social aspects. Pinterest allows users to collect and save images within categorized boards, similar to the way that…
Plotter is one of the main modules of the Sentieo integrated research platform. Here are some of Plotter’s benefits: Customizable visualization of financials and non-financial data (such as web traffic, sentiment, document search counts, FRED macro series) Statistical overlays — such as means, moving averages, standard deviations and correlations — in 3 or less clicks…
Sentieo was an early adopter of Slack. As a global company with 170 employees across several offices and time zones, we immediately saw the value of Slack “channels,” or topic-centric communication venues that are a place for instant internal discussions, updates, file-sharing, and even new employee onboarding (see our current openings). Naturally, we were very…
With the Lyft IPO already behind us and the Uber IPO coming up, we took at look at what both companies are saying regarding autonomous vehicles (AV) in their filings with the SEC. While the AV space is undeniably exciting, we like reading the actual filings since the statements there are heavily reviewed. We read…
