Alternative Data Newsletter #139 – October 10th, 2019

  • PE Roundtable in NYC: Eagle Alpha is hosting a PE roundtable event in New York next Thursday 17th October (5-7.30pm). The roundtable will discuss how alternative data is being used for private equity deal sourcing, due diligence and post-acquisition value creation. Firms will be able to see PE specific use cases and hear thoughts from other PE firms using alternative data. The discussion will also include insights from data vendors themselves. Click here to register.
  • Alternative Data Survey: The AIMA is conducting a survey which examines hedge funds’ use of alternative data. The data collected will help inform a paper that will be published in Q4 this year. Survey respondents will get a copy of the report as well as more detailed peer analysis. Follow this link to the survey.
  • Integrating Alternative Data into Fundamental Research Processes: we have a solution for fundamental firms that want to drive adoption of alternative data within their research processes. It will be resourced by Eagle Alpha analysts, its dashboards and specialists and be tailored to your research group by topic. It is time and cost efficient. Please contact us at enquiries@eaglealpha.com to learn more.
  • Research Analyst Thoughts: the Sales Signal dashboard for Apple, hosted on Eagle Edge, shows a very sharp inflection to the upside over the September quarter period. The indicator is based on Apple specific terms from Google Trends relating to phones, computing, services and peripherals. The signal has generally tracked revenue metrics closely and is longer term in nature, using a 3- and 12- month moving average of the index.
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Quality Screening

More Eagle Eye reports are now available on our Data Sourcing platform. Clients can now view detailed reports on quality of ten alternative datasets with a B2B dataset being the latest addition. Please click on this link.

Prioritization

This vendor has Javascript code on over 1 Million + publisher sites worldwide, allowing them to collect over 30 billion intent and interest signals. Signals include content consumption behaviors, copy and paste sharing, search keywords, and social behaviors. Our Data Sourcing clients can view the full profile here

Discovery

Using sophisticated aerial cameras and photogrammetric techniques, this vendor makes measurements of the fluid levels in oil tanks at Cushing, OK. Our Data Sourcing clients can view the full profile here.

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Dashboards

The chart shows the Sales Signal dashboard for Apple. It shows a very sharp inflection to the upside over the September quarter period. The indicator is based on Apple specific terms from Google Trends relating to phones, computing, services and peripherals. The signal has generally tracked revenue metrics closely and is longer term in nature, using a 3- and 12- month moving average of the index.

Case Study

Analysis of two separate alternative datasets shows that Nike has been growing consumer mindshare over Adidas since early 2018. The trends observed in the two datasets have been a good indicator for Nike fundamentals and reported sales over recent quarters. Google Trends data and Web Queries were used to produce this case study. Contact us to learn more.

Legal & Compliance

Join us for an informative webinar on a recent decision by the European Court of Justice (ECJ). The European Court’s ruling states:

o Google is not obligated to obey the ‘right to be forgotten’ rules globally, and is not be required to delete links to sensitive personal data upon request worldwide

o European 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

Date: October 21st at 09.30 am EST.

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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).

Data Monetization Webinar

We will host a webinar for alternative data vendors on October 16th to discuss the topics of data monetization. Email enquiries@eaglealpha.com for more details.

Upcoming Events

Eagle Alpha’s Alternative Data Conferences:

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Notable News