Lululemon has been on the strong run since the lows of November last year with the stock rallying 70% and the market expectations were elevated ahead of their Q2 2016 numbers.
We arranged this interview with Mark Townsend in order to understand the current recruitment trends within the asset management industry.
Joseph Hooley, chairman and CEO of State Street Corporation, in a recent article for Institutional Investor gave three examples of how investors can use alternative data sources to identify new opportunities as well as potential risk exposure:
On the 12th of August, we published a research note on HPQ highlighting changes across four product categories and the company confirmed our findings when it reported its earnings on the 25th of August:
Pokémon Go has been significantly affecting Nintendo Co. Ltd.’s share price with analysts also noticing secondary plays. The game passed the mark of 100 million installs and reached $10 million in daily revenues, however it appears that Pokémon Go’s peak is now behind us.
The Consumer Financial Protection Bureau (CFPB) announced it would further improve its Complaint Database by giving consumers an option to “rate the company’s handling of his or her complaint on a one-to-five scale and provide a narrative description in support of the rating.”
inkedIn decided to sue 100 individuals for using bots collecting user profiles.
Fundamental data can often be a lag or at best coincident indicator of an asset value, but when combined with alternative data such as investor positioning/sentiment we can build a much clearer outlook for future price direction.
Descartes Labs, a startup analyzing satellite imagery data, announced that it would make its corn yield forecast available for free and updated every week throughout the 2016 growing season.
On the 13th of October 2015, we published a research note on U.S. auto lenders highlighting customer service issues. Santander Consumer (SC) had the worst consumer complaint and review profile, followed by Ally Financial (ALLY). The two companies had:
Online reviews have become mainstream and consumers are increasingly relying on them when making decisions. This article presents the latest research on the following topics: distribution of negative and positive reviews, sentiment of online reviews and evaluation of the impact on sales.
The preliminary results look promising: the system chose a number of stocks six months ago and it yielded more than 30% since. The startup is now waiting for certain patents that involve AI and bots while also closing a private funding round.
