Alternative Data Newsletter #115 – April 25th, 2019

Key Highlights

  • May 15th Event: listen to 50 case studies, meet 100 vendors and network with 500+ people at our May 15th event in NYC. Each buyside firm receives one complimentary ticket. To obtain a ticket email events@eaglealpha.com.
  • Boston Meetup: we are hosting the first alternative data meetup in Boston on May 8th. To join email emmett.kilduff@eaglealpha.com.
  • Dale Richards: we are delighted to welcome Dale Richards to our Board. Richards has been working in the data space for over three decades and is a former Board member of Quandl.
  • Data Analyst View: the CMG beat this week was noteworthy, given we had previously highlighted improving momentum in our Sales Signals dataset. For the week ahead we will watch the TPR and Samsung results closely as our Sales Signals and Web Queries datasets have shown strong signals for both companies.

Proprietary Datasets

  • One-on-One Meetings: we are offering one-on-one meetings to discuss Eagle Alpha’s proprietary datasets at our upcoming Access & Alpha event in New York on May 15th. Contact mark.vaughan@eaglealpha.com if you are interested in booking a meeting slot.

Events You Should Attend

  • Eagle Alpha’s Event Calendar:
    • Boston Meetup: we are hosting the first alternative data meetup in Boston on May 8th. To join email emmett.kilduff@eaglealpha.com.
    • NYC on May 15th: listen to 50 case studies, meet 100 vendors and network with 500+ people at our May 15th event in NYC. Each buyside firm receives one complimentary ticket. Register your interest at https://nyc2019.events.eaglealpha.com/.
      • We have opened the 1-on-1 booking platform for funds and that they can now book in meetings with vendors.
    • London in October. Register your interest at events@eaglealpha.com.
    • NYC in December. Register your interest at events@eaglealpha.com.
  • Data Forum Webinars:
  • Upcoming Roadshows:
    • Sentiment data provider is meeting funds in NYC on May 13th and 14th.
    • Housing market data provider is meeting funds in NYC on May 13thand 14th.
    • Investment technology firm is meeting funds in NYC on May 13thand 14th.
    • App data provider is meeting funds in NYC on May 21st and 22ndand in London on May 23rd.

What Datasets Are Getting Traction?

  • Quant: this vendor’s data feed contains data on listed companies from major stock exchanges including: New York Stock Exchange, NASDAQ, covering over 30,000 listed companies. The data consists of listed companies’ news & social media data. The vendor receives transaction level data from data providers and aggregates the data across providers into security level data. Our Data Sourcing clients can view the full profile here.
  • Discretionary: this vendor collects information on products and services, tracking employees on LinkedIn, funding raised and revenue generated. Our Data Sourcing clients can view the full profile here.
  • New dataset: this vendor provides novel data on China’s real estate market. A lot of unstructured text is available on China’s Non-Performing Loans on websites which host auctions covering land, assets and personal defaults. Our Data Sourcing clients can view the full profile here.

Data Science Lab

Inside Track

  • Alpha Workshop: today we hosted a workshop on the trade data category. It included our experiences and insights from a guest vendor. Contact dataforum@eaglealpha.com to learn more.
  • Dataset Costs: at our NYC event on May 15th we will publish a new white paper on dataset costs. To contribute to the paper email dataforum@eaglealpha.com.

Notable News in the Alternative Data Space