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Gaining Competitive Advantage with Investment Research Through the Use of Artificial Intelligence and Other Technologies
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Buyer's Guide: Choosing the Best Corporate & Financial Research Platform
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Sentieo Raises $20M Series B Round Following Record Demand for AI-Driven Financial Research Platform
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Webinar
On-Demand Webinar: How to Build a Winning Thesis
Join us for a detailed case study on building a modern investment thesis through our integrated, search-first research management system (RMS). We will go over the benefits of using a purpose-built RMS from the analyst, portfolio manager, and compliance professional perspectives.
Video
Sentieo Research Platform Overview
Sentieo’s Financial and Corporate Research Platform brings together the previously disparate tools of financial document search, market and alternative data, AI-driven modeling and analytics, with a research management system. Watch this video to learn how Sentieo can help you get access to uncharted insights, faster speed to discovery, and greater confidence in investment and strategy decisions.
Webinar
On-Demand Webinar: Q3 2020 Earnings Season Recap
An earnings season like no other: Q3 2020 was at the confluence of the Covid pandemic, unprecedented government actions, and the U.S. presidential elections. Join us for this earnings season review where we go over what we saw, where we were wrong, and where we were right with our pre-election thoughts.
Guide
Guide: Q3 2020 Earnings Season
An earnings season like no other: Q3 2020 was at the confluence of the COVID pandemic, unprecedented government actions, and the U.S. presidential elections. In this report we use many of Sentieo’s standard Natural Language Processing (NLP) and Machine Learning (ML) tools to analyze earnings calls and the market’s reaction and identified core themes for the Q3 2020 Earnings Season.
Webinar
On-Demand: Election 2020 Stock Ideas
In this webinar we review the investable themes of the 2020 U.S. presidential election, discussing how they relate to each campaign and what to expect in either case: a Biden win or a Trump second term.
Guide
Sentieo Tips for Earnings Season
With earnings season taking off, we’ve put together 16 tips—from basic to more advanced—to help you save time.
Guide
Sentieo Industry Benchmarking Report: Discount Retail
The inaugural edition of Sentieo’s Industry Benchmarking quarterly report covers the U.S. Discount Retail sector, and includes data on TJX, ROST, BURL, OLLI, DG, DLTR.
Webinar
On-Demand Webinar: Get the Big Picture: Building a Winning Thesis
Join us for an analysis of several tickers, demonstrating how to get the complete picture in fundamental research to build a winning thesis.
Webinar
On-Demand Webinar: The Analyst’s Best Practices in Shorting Research
In this webinar, The Analyst's Jack Stonehouse and Tom Whyman discuss Best Practices in Shorting Research, including a case study on one of their shorts.
Featured
Election 2020: Biden vs. Trump Stock Ideas
The 2020 election is heating up and the outcome of the presidential race will likely have an impact on public equities. Our comprehensive review of the Biden-Harris and Trump-Pence platforms identified several investable themes that go beyond the obvious. The results are our U.S. Election 2020 Dashboard and two reports: Six Stocks and One ETF for a Biden Presidency and Six stocks and one ETF for a Trump Second Term.
Guide
Election 2020: Six stocks and one ETF for a Trump second term
The 2020 election is heating up and the outcome of the presidential race will likely have an impact on public equities. Our team did extensive analysis of the Trump platform to identify 4 investable themes. This guide covers these themes as well as 6 stocks and 1 ETF for a Trump second term.
Guide
Election 2020: Six stocks and one ETF for a Biden presidency
The 2020 election is heating up and the outcome of the presidential race will likely have an impact on public equities. Our team did extensive analysis of the Biden platform to identify 4 investable themes. This guide covers these themes as well as 6 stocks and 1 ETF for a Biden presidency.