Alternative Data Newsletter #137 – September 26th, 2019

  • The Power of External Data: join Eagle Alpha and our data partners on how to “Unleash the Power of External Data” webinar on Wednesday, October 2nd at 2 pm ET/11 am PT. The purpose of the webinar is to educate CDOs about the different types of alternative data and provide examples of how corporates are using it. Contact us at enquiries@eaglealpha.com to learn more.
  • PE Roundtables: Eagle Alpha is running private equity focused roundtable events in London (Tuesday 8 October) and New York (Thursday, October 17th) to show private equity firms how to discover deal sourcing, due diligence and post-acquisition insights from alternative data. It will be a great way to see use cases and hear thoughts from other private equity firms using alternative data.
  • Bottoming Demand for New iPhones: last week our Founder and CEO Emmett Kilduff was invited by TD Ameritrade Network to speak on their TV show. He discussed the chatter around new iPhones and Apple TV+. Our analysis of Twitter data and Google search data showed that demand for the iPhone is bottoming and sentiment for the camera is particularly negative. Watch the recording here.
  • Research Analyst Thoughts: alternative data suggests fundamentals could be improving for Hugo Boss after several quarters of weakness. Analysis of the Eagle Edge Luxury Goods dashboard shows an improvement in pricing and SKU count. Levels of discounting have also improved on a year on year basis. Contact dataanalytics@eaglealpha.com to learn more.
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Quality Screening

Eagle Eye reports are now available on our Data Sourcing platform. Clients can now view detailed reports on quality of six alternative datasets. Please click on this link.

Prioritization

The chart shows some of the most popular alternative data categories on the Eagle Alpha platform in the last 3 months. Up-to-date and full information is available to our Data Sourcing clients.

Discovery

This vendor provides unique datasets from highly specific audience groups who are active online and on social media and who generate data that is economically predictive. By working only with data from specific audience groups, they can ensure less of the ‘noise’ that exists in other social media datasets and ensure buyers see stronger signals in the data. Our Data Sourcing clients can view the full profile here.

 

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Dashboards

The chart shows YoY Change of Price, Share of SKU and Average Discount for Tapestry using a luxury goods dataset.

Research Analyst Thoughts

Alternative data suggests fundamentals could be improving for Hugo Boss after several quarters of weakness. Analysis of the Eagle Edge Luxury Goods dashboard shows an improvement in pricing and SKU count. Levels of discounting have also improved on a year on year basis.

Legal & Compliance

On September 24th 2019, the European Court of Justice decided that Google isn’t obliged to de-reference the information outside the European Union. However, the ruling also entails that delistings must “be accompanied by measures which effectively prevent or, at the very least, seriously discourage an internet user” from accessing Google’s non-EU sites.

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Alpha Workshops

  • October 17th: Social Media Data.
  • November 19th: Pricing Data.

Legal Webinars

  • October 21st: PII and Alternative Data (GDPR, CCPA, etc).
  • November 18th: App Tracking & Email Receipt (Apple and Google’s changing T&C’s).

Educating CDOs

Join Eagle Alpha and our data partners on how to ‘Unleash the Power of External Data’ on Wednesday, October 2nd at 2 pm ET/11 am PT. The purpose of the webinar is to educate CDOs about the different types of alternative data and provide examples of how corporates are using it. Contact us at enquiries@eaglealpha.com to learn more.

Upcoming Events

PE Roundtables

  • London on October 8th. Email darren.laheen@eaglealpha.com to register your interest.
  • NYC on October 17th. Email darren.laheen@eaglealpha.com to register your interest.

Eagle Alpha’s Alternative Data Conferences:

  • London on November 15th 2019. Learn more and register your interest here.
  • NYC in January 2020. Register your interest at events@eaglealpha.com.
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Notable News