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Not all contractual obligations that result in cash outflows are listed in a company’s balance sheet. Looking purely at debt figures leaves an incomplete picture of future funding needs. In this blog post, we will find and visualize these liabilities in several examples across industries. While most analysts are very familiar with common items like…
Chances are that you’ve thought about starting your own hedge fund. Perhaps you’ve felt an entrepreneurial pull, have an investment strategy in mind, or know a team of people with a similar goal. Below, we’ve compiled a list of some of the best guides we’ve found online. Resources: Business Insider Investment Law Group Grant Thornton…
Do you ever feel like Pumpkin Spice season seems to start earlier and earlier? Well, it’s true. It’s also bigger than ever — at least in Search. Sentieo’s Mosaic pulled ten years of “pumpkin spice” search data, and we see some clear trends. Pumpkin spice season was typically off to a slow start, building up…
A fairness opinion is a report, usually created by an investment bank, showing that a contemplated strategic transaction (such as a merger) is fair to the shareholders who are represented by the company’s Board of Directors. A fairness opinion will typically contain carefully researched and adjusted trading and transaction comparables. Fairness opinions are used by…
“Show me the incentive and I will show you the outcome” – Charlie Munger This classic quote from Berkshire Hathaway’s nonagenarian Vice Chairman is something that fundamental investors need to always keep in mind when analyzing companies. Is your CEO paid to grow sales at any cost? Will she amass generational wealth if she sells…
Challenges Faced Without an RMS (Research Management System): With a lean team and a rigorous research process, Chris Devlin, founder of Selective Wealth, wanted a solution that would save him time. He wanted to spend less time trying to find information, and more time analyzing his findings to create more alpha-generating ideas. Before switching to…
Nike’s recent sponsorship of Colin Kaepernick and his campaign of kneeling during the national anthem has thrust the Nike brand back into the spotlight. The is not an unfamiliar position for Nike, and one that it has successfully occupied in the past. As a brand that skews young and urban, the calculus is clear: Nike…
About The Customer: Memphis Research in Memphis, TN Using Sentieo Since 2016 Memphis Research offers investment research, portfolio management, and consulting services for the hedge fund industry. Chad Gilliland (President) and Will Frazier (VP/Director) started the firm together in 2011 after working together at a hedge fund for some time. The Challenge Before Sentieo, the Memphis Research team had…
In this post, we look at Adidas’ growing popularity over the past few years, as well as its more recent deceleration. Sentieo gives us some insights into Adidas’ key strategies. The Sportswear Boom The sneakers market — and actually the whole sportswear/athletic footwear sector — has been an interesting space to follow for the past few…
Previous post in this series: How to Use Web Search Trends In Your Fundamental Research Workflow: Beat or Miss? In our last blog post in this series, we talked about predicting a beat or miss with search trends. But there are situations where the data may not work as easily as with that example. So…
Note: The content of this post references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice. Alternative data is a hot topic these days. From buzz around satellite imagery data to social chatter, there is a deluge of data out…
Today, Apple (AAPL) became the first $1 trillion public U.S. company. Its stock jumped 2.8 percent to $207.05 (as of 9:15 a.m. Pacific), taking its gain to 9 percent since this Tuesday, when it released its latest quarterly earnings. Apple management reported higher than expected quarterly results, and mentioned that it bought back $20 billion…
