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’.
Randy Bean, CEO and managing partner of NewVantage Partners, published an article in HBR citing his company’s Big Data executive survey.
Robert Maxwell, finINTEL Solutions CEO, recently published a report (attached) highlighting the way datafication is aiding oil & gas analysts.
This asset manager was introduced in our recent article. It is actively applying alternative data analysis techniques within its investment management process.
This document highlights issues such as copyright infringement, breach of contract, the Computer Fraud and Abuse Act, trespass to chattels, and ‘Hot news’ misappropriation have to be considered when undertaking data crawling operations.
“Data is going to be like oil. The importance of having it is going to be the lubricant that makes everything else move.”
This global asset manager is a leader in the field of integrating alternative data into active investing.
According to the study conducted by McKinsey Global Institute, the US is going to face a shortage of around 190,000 data scientists and 1.5 million managers and analysts who can work with big data by 2018.
Asset managers are always looking for new sources of alpha. The data revolution is impacting many different industries and it is finally here to change the investment industry as well.
Users generating data with sensors are not likely to represent the population. Social media users are usually young and tech savvy representing rather a specific demographic group. Search data, on the other hand, can be used in econometric modelling more straightforwardly.
