Private Equity
Hasbro: Actionable Insights
On the 15th of July, we produced a research note on the US toy market highlighting “… pressure on licensed brands [as] a headwind for Hasbro in the US.” We showed that Hasbro had lost share amongst the bestselling boys’ toys in the US.
Google Indicators: Events Recap
Eagle Alpha has spent over 2 years perfecting indices based on online search activity. By creating baskets of online search terms related to certain topics, Eagle Alpha can build indices that improve existing models and indicators with clients also being able to create proprietary indices.
Foursquare Predicts a Strong 2016 for Universal Studios Hollywood
Jeff Glueck, Foursquare's CEO, published an analysis of the American theme park market using the company's foot traffic data: "We took a look at our data set, which covers both explicit “check-ins” and passive location trails from users who have opted-in to background location use.
Foursquare Attribution - New Dashboard for Insights
Foursquare introduced Attribution, a dashboard that companies can use in order to analyze marketing campaigns and gain real-time insights.
Activision Blizzard: Actionable Insights
On the 3rd of June, we published a research report on Activision Blizzard highlighting the potential success of the company’s latest game, Overwatch.
Alternative Data Landscape in China
Investors started noticing gaps and inconsistencies in the official figures since the Central Committee for Disciplinary Inspection (CCDI) started investigating the National Bureau of Statistics 8 months ago. The uncertainty about the official figures has created demand for “proxy” indicators.
Citadel hires Microsoft's COO
Citadel's new hire and former Microsoft COO, Kevin Turner, will be in charge of the company's securities business, a market-maker that often processes more than a billion equity shares per day.
Orbital Insight, a Geospatial Big Data Company, Raises $20M
Orbital Insight announced its $15M Series B funding round led by Alphabet Inc.’s GV (formerly Google Ventures) with CME Ventures, Sequoia Capital, Lux Capital, and Bloomberg Beta participating. The agreement and investment from In-Q-Tel (IQT) brought the total to $20M.
Data Capital Management Uses Big Data to Analyze the Outcome of Brexit Vote
Michael Beal, Data Capital Management CEO, discussed how his hedge fund uses big data, machine learning and artificial intelligence to trade the market - video below.
Increasing Adoption of Alternative Datasets Highlighted at the Future of Fintech Conference
Most investment managers don’t have the architecture to consume data like Point72. Therefore, alternative data vendors need to provide good UX to access data. There is still a lot of work to be done in terms of interpretation and analysis when alternative data becomes widespread.
Baidu Is Using Its Own Data to Measure China's Economy
Baidu Inc. started using its own data in order to gauge China's economy. The goal is to construct better indicators compared to the ones using the official government figures.