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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…
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…
Over the past few weeks we’ve been covering the investable themes for both campaigns. So far, we’ve discussed higher education, police funding, cannabis decriminalization, and private prisons. Today we look at the next theme for Biden: Caregiving. Biden’s own tragic family history is not very well-known. He lost his first wife and their one-year old…
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…
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…
There is no doubt that the pandemic and its impact on the economy, business performance, and society has created new reporting challenges for companies in the Pharma sector. As we near the second earnings season in this pandemic our team has been tracking the trends and signals over the last several months and have identified…
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…
About Sentieo Document Search Clients love Sentieo’s industry-leading Document Search for its depth, precision, and workflow integration. Users save hours with the ability to search across all companies, watchlists, individual entities, or by excluding tickers from searches. Easy document specification with our IN: function covers the most common document types. (For example, search just 10-Ks…
This week, we continue to use Sentieo’s transcript Smart Summary™ to highlight selected reporting companies. We apply machine learning and natural language processing to create a more efficient and a more repeatable process. On Tuesday, we highlighted Beyond Meat (Nasdaq:BYND), and on Wednesday, we looked at Merck. (While Keytruda continues to power through, we picked…
With v3.9 of Sentieo, you can now run comparable analysis or obtain sector-level insights (e.g. Sector Gross Margins, a stock’s multiple relative to the sector) by entering a watchlist in any ticker input box in Plotter. Using Watchlists In Sentieo Plotter You can now plot metrics across an entire watchlist, allowing you to (1) run…
