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Why Make Effectiveness A Habit? At Sentieo, we care about helping equity analysts become more successful. It is core to our mission as a company. While we have broadened our purview to finance and general knowledge professionals, we still have buy-side in our DNA. Our CEO and co-founder, as well as many of our executives…
Last month at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this post, we will share a few FAQs about Sentieo’s Dashboard, EDT, Screener, and Mosaic features. Dashboard…
This month at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this post, we will share a few FAQ’s about Sentieo’s Table Explorer and Plotter features. Table Explorer…
The most important aspect of a financial research process is how quickly and confidentially an analyst can get to an investment thesis, market analysis, or corporate strategy recommendation that comes out of the process. Unfortunately, legacy financial document search vendors are failing to recognize this. Instead, they simply push the idea that they are improving…
The Year of the IPO continues! We wrote about the parallels between Pinterest and early Facebook, we did an extensive Slack S-1 read-through, and we highlighted what Uber and Lyft are saying about autonomous vehicles in their filings.With a high-profile IPO like Chewy coming up, an analyst faces two challenges: since the company is a…
Last week at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this blog post, we will share a few Q&As about Sentieo’s Document Search feature. How can you…
What is Pinterest? Pinterest is a visual discovery and bookmarking tool. It has created a niche on its own: we see it alongside Twitter, Instagram, Snapchat and LinkedIn, in terms of having created a unique product with social aspects. Pinterest allows users to collect and save images within categorized boards, similar to the way that…
Sentieo was an early adopter of Slack. As a global company with 170 employees across several offices and time zones, we immediately saw the value of Slack “channels,” or topic-centric communication venues that are a place for instant internal discussions, updates, file-sharing, and even new employee onboarding (see our current openings). Naturally, we were very…
With the Lyft IPO already behind us and the Uber IPO coming up, we took at look at what both companies are saying regarding autonomous vehicles (AV) in their filings with the SEC. While the AV space is undeniably exciting, we like reading the actual filings since the statements there are heavily reviewed. We read…
Modern investment processes require the consumption of vast amounts of information from disparate datasets, including news, documents, financials, and your own data. Since these datasets are often living in different places, you might be incurring an accumulation of switching costs that is losing you hours of productivity per week. Sentieo’s new Dashboard aggregates relevant information…
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…
