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Sentieo’s industry-leading Document Search welcomes a major new addition: over 650 sources from a leading news provider, inclusive of mainstream publications and industry journals going back 2+ years. This new feature will be available to all current clients as a 30-day trial: please contact your account executive or customer success manager for details, or just contact general…
At Sentieo, we are always striving to give fundamental managers the tools to make better decisions faster. Table Explorer (TableX), the next iteration of our suite of table analysis tools, was developed with this vision in mind. Model-building is an essential part of the investment process of fundamental managers. Models afford them the ability…
Sentieo’s overarching mission is to augment human decision-making through the application of the latest technologies. We are proud to demonstrate this with our most recent improvement to the platform: Sentieo Continues to Lead In Search Tech with Relevance Search Clients already love our smart Document Search, which offers: tens of millions of documents, searchable across…
Globalization and the information age have fundamentally changed corporate competitive intelligence. Not only do you have more information to process than ever before, but you also have to actively monitor developments outside of your field. So how do you stay on top of everything that is happening with your clients, suppliers and competitors? How can you surface relevant, meaningful information faster? CI professionals…
Once earnings season winds down, equity analysts start thinking about investment bank conferences and upcoming meetings with management. While the largest concentration of conferences happens in July and September, conference season happens year-round, so we thought now would be a good time to share our guide. As conference season begins, you’ve got a lot on your mind. You…
Every year, thousands of pages of earnings call transcripts are generated and analyzed by equity analysts for signals about how individual companies — and the market — will perform. Our 2018 Word On The Street report demonstrates how Sentieo’s Document Search and Transcript Sentiment tools make that data more accessible to researchers. How It Works We used Sentieo’s natural…
When economists talk about inflation, they may describe themselves as “hawkish,” – in favor of policies which combat inflation – or “dovish,” that is, less concerned about inflation pressures in the economy. This nomenclature has migrated into the often jingoistic discussions around US Central Bank interest rate policy. In this world, “hawkish” refers to the…
After a tumultuous end to 2018, many Sentieo clients and friends have asked us for a shopping list of attractive stocks for 2019. As the only financial data platform that combines traditional financial data with alternative data, Sentieo is uniquely positioned to identify stocks that had positive Q4 topline performances which should translate into stock…
A major change in lease accounting reporting for public companies is coming up in 2019 (for fiscal years starting after December 15, 2018, to be precise). In essence, leases will be recorded on the balance sheet, resulting in an increase in both assets and liabilities. The change enhances the comparability of balance sheets between companies…
One of the most fundamental questions in financial analysis is understanding business seasonality. Seasonality is not always a yes-or-no question, but rather a continuum: some business are distinctly seasonal, and some less so. We all “know” that most tax preparation happens at a certain time of the year, while retail stocks vary quite a bit….
One of the most substantial recent changes in public company accounting is ASC 606: Revenues from Contracts with Customers. The changes affect a wide range of public filers, from SaaS companies to real estate managers, to fast food franchisors. This post will focus on what analysts can do to efficiently see what has changed in…
There are several approaches used in forecasting financial metrics for publicly traded businesses. In this post, we will focus on revenue forecasting for businesses that provide “unit-based” metrics. What are unit-based metrics? Broadly speaking, these are the fundamental revenue-generating blocks of the businesses. We see them reported in different forms. For example, in retail and…
