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About two weeks ago, we posted an extensive blog post going through the various alternative data indicators for retailers with “Back to School” season exposure. We specifically looked at where our alternative data composite is vs. the most optimal (or predictive) metric. In some cases, the index works better for overall revenue growth and, in…
The US IPO market continues to be very healthy, and we continue to publish our notes here on some of the more interesting companies coming to market. Today’s post focuses on SmileDirectClub (proposed ticker SDC) but also do check out our recent posts on Chewy, Slack, WeWork, Beyond Meat, and Pinterest. You might already be…
Our first step to analyzing how retailers are doing during this “Back to School” season is to use our industry-leading Document Search to find out which retailers are talking about “Back to School” in the first place. If keyword mentions appear in filings or in transcripts, then we know that we should be taking a…
To find out, the Sentieo team took a look at other recent high profile IPOs to compare against what we saw in The We Company’s expansive 800+ page S-1 filing. The document also contains 198 separate tables. Inside the filing, the Company (proposed ticker: WE) spends ten pages on discussing various transactions with “related parties.”…
Berkshire’s investment in Kraft Heinz has not gone smoothly. After taking Heinz private together with private equity investor 3G in 2013, Berkshire invested additional funds in the takeover of Kraft Foods in 2015, and was ready to finance a quickly-withdrawn $143 billion offer for Unilever. Things have gone south for KHC recently. The company’s stock…
In our final earnings week blog post discussing our new, machine learning-based transcript Smart Summary™, we’re taking a look at the electric car maker, Tesla. The company reported earnings and held its regular quarterly call after market hours on Wednesday, July 24, 2019. The stock dropped immediately upon the results release, and continued dropping during…
Last week, just in time for earnings season, we released Sentieo’s machine learning-based transcript Smart Summary™ feature. In short, we automated what we used to do as buyside analysts: reading through transcripts and classifying information. This week, we’ve looked at the newest transcripts from Goldman Sachs and Haliburton in detail. Yesterday, we shared an in-depth…
This week we’re showcasing our new, machine learning-based transcript Smart Summary™, an entirely new way of reading — and more importantly, summarizing — transcripts. Yesterday, we looked at Halliburton’s transcript Smart Summary™. In today’s post, we’re sharing a video that covers Whirlpool (NYSE:WHR), a “classic” industrials company. We review the earnings 8-K, discuss the positive after-market…
Oilfield services provider Halliburton (NYSE:HAL) is the first installment in this week’s Smart Summary™ showcase. We are applying our newly released machine learning-based tool to improve our own reading while saving time. Below, we will highlight how we picked out the critical pieces of information on the call in just a handful of minutes. If you…
After last week’s release of Sentieo’s machine learning-based Smart Summary™ for transcripts, this week we will be highlighting exactly how to use this powerful new feature to ensure that you don’t miss important information this earnings season, and that you also save time. The Smart Summary™ tool classifies a document’s language based on several categories such as…
Just in time for earnings season, Sentieo is releasing Smart Summary™, a whole new way to read transcripts. We all know the problem that analysts and portfolio managers face four times per year: multiple companies reporting on the same day, which creates impossible scheduling conflicts, work overload, and forced prioritization, which then leads to costly…
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…
