The purpose of this report is to provide asset managers with examples of how alternative data can be leveraged in investment research. This report is the fifth in a series of reports published by Eagle Alpha.
Socialgist aggregates, organizes, and provides managed access to the rich social media data with their enterprise-level APIs and streaming services. We arranged this interview with Socialgist Managing Partner Mike Madarasz to better understand how the company works with social media data.
Digimind is a social media monitoring and competitive intelligence company that provides information on brands and products in more than 200 languages. We arranged this interview with Digimind Director Ross Martinez to better understand how asset managers could use social media data.
On March 23rd 2017, Eagle Alpha published a research note analyzing the launch of Ubisoft’s (UBI:FP) flagship game for the quarter, Ghost Recon Wildlands. The game significantly underperformed against last year’s major launch, the Division, on key online metrics.
Asset managers constantly ask Eagle Alpha for case studies that demonstrate how alternative data can add value to their investment process. In response to this demand Eagle Alpha will regularly publish a compilation of case studies. This document is the first in this series.
On April 5th 2017, Eagle Alpha published a research note analyzing the launch of the Samsung Galaxy S8. We used Web Queries/Twitter, search data and online pricing to give a read on initial reaction to the product, and some early indication on likely success.
Eagle Alpha Web Queries is a query based tool that enables our research analysts and clients to search multiple web sources e.g. review sites, blogs, forums, videos and Facebook.
In its recent Global Equity Outlook, BlackRock outlined its position on the attractiveness of China’s equities: “Making money in Chinese stocks requires dropping one’s preconceptions, paying close attention to policy priorities and using new data sources to generate ideas.
There has been an increasing momentum on the topic of alternative data. The Economist, Fast Company, HFM Week (attached) and Wall Street Journal have all recently published articles with an industry overview. Below are interesting datasets that were mentioned.
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.
Twitter data is used by financial industry professionals in a variety of ways. It has been extensively used for fundamental and consumer analysis since the SEC confirmed that companies could use Twitter to announce key information.
On the 3rd of June, we published a research report on Activision Blizzard highlighting the potential success of the company’s latest game, Overwatch.
