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The upcoming 55th edition of the Super Bowl, the championship game for the U.S. National Football League, will be… unprecedented. We do not like using this word (see its rise chronicled in the New York Times using our data) but it is true. The pandemic has brought about serious attendance and activity restrictions to what…
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…
Over the past few weeks we’ve been covering investable themes for both the Biden and Trump campaigns. So far, we’ve discussed higher education, police funding and cannabis decriminalization. Today, we’ll look at private prisons. While President Trump does not directly address the use of private prisons by various federal, state, and local agencies, his opponent,…
In the weeks since launching our U.S. Election 2020 dashboard and reports: Six Stocks and One ETF for a Biden Presidency and Six Stocks and One ETF for a Trump Second Term, we’ve been covering the investable themes for both campaigns. So far, we’ve discussed Higher Education and Police Funding. Today, we’re going to look…
We recently launched our U.S. Election 2020 dashboard and reports: Six Stocks and One ETF for a Biden Presidency and Six Stocks and One ETF for a Trump Second Term. In the last couple of weeks we gave an overview of how we identified the core themes and stock ideas for each campaign and provided…
Last week, we launched our U.S. Election 2020 dashboard. Our analysis of the platforms of both campaigns resulted in four investable themes for each candidate, outside of the obvious. We’ve detailed each of these in our two reports: Six Stocks and One ETF for a Biden Presidency and Six Stocks and One ETF for a…
To say that covid has changed everything would be an understatement: we continue to see surprises (both positive and negative) across different sectors. We used our Natural Language Processing heatmaps to spot the strength in homebuilders “before it was news” in July. We have been keeping tabs on the strength in outdoor activity plays and…
Two weeks ago in Forbes Magazine, we made the supposition that the current “femcession” will worsen in September due to the combination of “return to the office” pressure, and the lack of normal schools (and after-schools) in many districts, including the five largest nationally, will worsen what is already a difficult recession for women, the…
This week, we launched our U.S. Election 2020 dashboard and reports: Six Stocks and One ETF for a Biden Presidency and Six Stocks and One ETF for a Trump Second Term. In Monday’s blog we gave an overview of how we identified the core themes and stock ideas for each campaign. Today, we will focus…
