Alternative Data Newsletter #146 – November 29th, 2019

Key Highlights

  • Expert Hub Launch: Eagle Alpha is launching the FIRST expert network dedicated to alternative data. Expert Hub connects buyers and sellers in the alternative data ecosystem to experts on topics such as engineering, data science, research & alpha. Join our webinar at 9am EST on Wednesday 4th December to learn more and to hear from a selection of the Expert Hub experts:
    • Erez Katz, Founder and CEO of Lucena Research.
    • Dave Hannibal, Global Head of Strategic Partnerships & Alliances at Duco.
    • Emmett Kilduff, Founder and CEO of Eagle Alpha.

    Register via this link.

  • Eagle Alpha’s NYC Conference: our upcoming Alternative Data Conference will be held in NYC on January 16th, 2020. Register your interest at https://eaglealpha.com/nyc_2020/
  • Private Equity Whitepaper: Eagle Alpha released the second edition of its Private Equity whitepaper, “Profiting from Alternative Data”. As more and more capital flows into private markets, investors are turning to alternative data to gain an edge across deal origination, due diligence and post-acquisition. Contact Darren Laheen, our Head of Private Equity (darren.laheen@eaglealpha.com) to receive a copy of the whitepaper, which includes great insights and use cases.
Contact Us To Learn More

Quality Screening

Eagle Eye reports are available on our Data Sourcing platform. Clients can now view detailed reports on the quality of 15 alternative datasets with a B2B dataset being the latest addition. Please click on this link.

Prioritization

This month Eagle Alpha’s alpha capture product received 33 trade ideas covering 23 companies, macro and commodity ideas. The main theme was around the holiday shopping season and who are the likely winners and losers. Streaming providers were another theme this month as Disney launched it’s new service. A geo-location provider received the Alpha Capture ‘Top Idea’ award at our London Alternative Data event for their trade idea on Tesco and peers as it analyzed who was winning in the battle for loyalty between brands. These ideas are located on Eagle Alpha’s Data Sourcing platform and if you would like a demo please get in contact at enquiries@eaglealpha.com.

Discovery

This vendor provides consumer transaction data in the South Korean market. Data is based on 50+ million actively used credit cards covering 30% of the entire card spending market. Our Data Sourcing clients can view the full profile here.

Contact Us To Learn More

Dashboards

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

Case Study

An Eagle Alpha report from July 9th 2019, using trends in employment data from companies in the semiconductor equipment industry, raised doubts about an expected second half industry recovery. The data was pointing to management controlling expenses, rather than hiring for an expansion in business. LRCX and KLAC reported and validated the lack of any meaningful recovery in the industry in the near term.

Legal & Compliance

Insights from our latest webinar with Lowenstein Sandler: “Peter Greene highlighted that app tracking is one of the topics Lowenstein Sandler gets the most questions about as many of their clients are looking into this alternative data category. He noted that this category is interesting from a compliance point of view because the ways Apple and Google treat their developers are quite different. As a consequence, buyside firms need to pay some attention to app developer agreements.”

Our Data Strategy clients can view the recording here.

Contact Us To Learn More

Product Launches

Expert Hub

  • December 4th: register here.

Consumer Insights Dashboard

  • December 5th: register here.

Upcoming Webinars

Alpha Workshops

  • December 19th: Pricing Data.
  • January 23rd: ESG Data.

Legal Webinars

  • December 13th: China Data.

Upcoming Conferences

Eagle Alpha’s Alternative Data Conferences: