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 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.
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.
Data is all around us, and is growing in volume every day. The amount of data created every 2 days is as much as was created from the beginning of time until 2003. If we were to put 1 year’s worth of data on DVDs, the stack would go from Earth to the moon and back.
