Managing Eagle Alpha's premium alternative data research and strategy offering and delivering tailored advisory, sourcing, and strategic assistance to investment management clients.
We have been writing research notes on GoPro since the end of 2014 using online data and analyzing the company’s global performance.
On the 26th of January, we published a report on Electronic Arts (EA) highlighting the decreasing ASP year-on-year for marquee EA games: “Eagle Alpha’s online pricing data shows progressively larger discounting of Madden NFL and FIFA games over the last two years.
We have previously reported on the ascent of satellite imagery and how asset managers are starting to use this type of data in their estimation of revenues of companies in different sectors, including retail, oil and gas, and construction.
Schroders pointed out that a Data Insights team, which was set up in 2015, could become the company’s key differentiator. The team’s goal is to complement fund managers and analysts in their research, find actionable alternative datasets and extract the hidden information.
The topic of personal data is discussed in this article, particularly new ways of collection and usage.
While traditionally considered a relatively safe investment, recent municipal bankruptcies and defaults have resulted in restructurings of bond obligations.
This article introduces readers to Eagle Alpha’s powerful analytical tool that enables clients to query the entire Twitter archive. The Twitter Search tool can be used to identify trends and spikes in activity about any topic.
his article highlights some of the most actionable research reports that Eagle Alpha published in 2015.
On the 20th of July 2015, we published a research note, Denim Revival Threatening Athleisure, where we showed evidence that the athleisure market could be peaking. The figure below shows that the shift from jeans to yoga pants was leveling off.
On the 4th of November, we published a report on Skullcandy where we expressed concern over the high estimated sales growth in the second half of the year.
On the 21st of October 2015, we published a research report on GoPro in advance of their Q3 numbers. Our analysis, based on online data, highlighted the following potential implications: “Our analysis suggests weak underlying demand for GoPro products, particularly the Session.
On the 14th of July, we published a report titled ‘Discounting and Weak Residual Values in China Pose Threat to Premium Carmakers’.
