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When we introduced Sentieo’s AI-driven Document Search solution for RSS Feeds we had no idea how quickly our library of feeds would grow. As we start 2021 we have over 900 feeds in our library and are excited to make them easily accessible to all our users via a new RSS Feed Manager. Whether you…
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…
Sentieo’s industry-leading Document Search has had SEC filings redlining (also known as “blacklining”) for years. It lets users compare any two SEC filings in several ways: all changes, just the inserts, or just the numbers. We also have productivity enhancers, like “hover overs” that show the old vs. new text side-by-side, or “most logical” documents…
Earnings Season is a busy time under normal circumstances. Tracking multiple companies over a short period creates scheduling conflicts and information overload—ultimately leading to costly missed information. The impact of the pandemic on CQ1 2020 reporting made the usual process of prepping, tracking, reading, and analysis significantly more hectic. Moreover, CQ1 2020 surfaced a whole…
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…
Today we continue our series on Q1 2020 Earnings Season, analyzing calls across a variety of industries using our machine learning and natural language call transcript application, Smart SummaryTM. Yesterday we looked at the logistics company, UPS (NYSE: UPS). Today we switch over to healthcare with LabCorp (NYSE: LH). The LabCorp transcript we’re reviewing today…
Subsequent to our Capital Allocation Trends Webinar “Cash Hoarding During The Time of Love and COVID,” we’re providing updated and incremental insights to the total dollars hoarded. We’ve added US Small Cap companies (Sub $1bn mkt cap but over $100mm excluding financials, real estate and utilities) to our dataset. The COVID dollar impact across our…
In our Coronavirus Market Impact Newsletters, we’ve explored what global public companies are doing in regards to capital allocation during a period of volatility unseen since 2008 – 2009. We’ve specifically explored the impact across: Credit: Drawing down on credit facilities or raising incremental capital without a clear use of proceeds Dividend policy: Dividend suspensions…
The Federal Reserve has moved decisively in the last few weeks, rolling out a number of new programs aimed at stabilizing the fixed income markets, and, potentially, preventing the epidemic shutdowns from turning into a full-blown credit crisis. As a side note, recently we have enjoyed the in-depth analyses of the Fed moves on this…
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…
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…
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.
