Alternative Data Newsletter #67 – April 19th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st.

2. Dataset Sourcing: The profile of an employment data vendor that is receiving the most 1-on-1s at the moment.

3. Data Analytics: Eagle Alpha’s “Search Signal” for TJX is inflecting to the upside.

4. Bespoke Projects: How can alternative data be used to track Tesla’s auto production, bankruptcy risk and consumer sentiment towards the brand?

5. Data Forum: On April 24th, we are hosting a meeting in NYC with buyside firms to discuss mapping datasets to financial instruments. 

6. Featured Articles: 1) Data monetization market is set to boom in 2025 and coming year; 2) Broad adoption [of big data] will mean better beta for all investors; 3) Two Sigma adds Google scientist for AI expansion.

1. Events 

Upcoming calendar:

  • April 24th, NYC: Meeting to discuss mapping datasets to financial instruments.

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Alternative Data Newsletter #66 – April 12th, 2018

1. Events: Our next Data Showcase event will be held in NYC on May 31st.

2. Dataset Sourcing: The datasets that received the most 1-on-1 meetings (out of 400) at our London Data Showcase event are an employment data vendor and an ESG data vendor.

3. Data Analytics: Job listings data, from an Eagle Alpha data partner, pointed to slowing employment growth at Tableau.

4. Bespoke Projects: How can alternative data be used to track Tesla’s auto production, bankruptcy risk and consumer sentiment towards the brand?

5. Data Forum: On April 24th, we are hosting a meeting in NYC with buyside firms to discuss mapping datasets to financial instruments. 

6. Featured Articles: 1) Court Says Scraping Websites And Creating Fake Profiles Can Be Protected By The First Amendment; 2) Is Data The New Oil? It’s More Complicated 3) What are the hottest fintech jobs right now

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Alternative Data Newsletter #65 – April 5th, 2018

1. Events: Our next Data Showcase event is in London on April 11th.

2. Dataset Sourcing: One of the most popular datasets receiving 1on1 requests at the moment is an employment data provider.

3. Data Analytics: Analyzing bank card data, we show key spending metrics in the Chinese auto market continue to deteriorate in 2018.

4. Bespoke Projects: How can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

5. Data Forum: We published a 105-page report regarding the use cases of alternative data.

6. Featured Articles: 1) Schroders: Harnessing the information revolution; 2) If Your Data Is Bad, Your Machine Learning Tools Are Useless.

1. Events 

Upcoming calendar:

  • April 10th, online meeting to discuss working with panel data.
  • April 11th, London: Our data showcase event of hand-picked EMEA vendors.

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Alternative Data Newsletter #64 – March 29th, 2018

1. Events: Next major event to be held in London on April 11th. Limited number of tickets left. First ten sign ups get 25% discount.

2. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is an employment data provider.

3. Data Hunting Advisory: What are the best alternative data providers for the media sector?

4. Data Insights: Analysis of online search data across the sports footwear market continues to show weak consumer interest, especially for basketball shoes.

5. Bespoke Projects: How can alternative data sources be leveraged to get real-time information on U.S. oil and gas production?

6. Data Forum: Contact us to read the recap of Eagle Alpha’s conference in Hong Kong on practical aspects of alternative data with speakers from Point72, Oasis Capital and Petrel Capital.

7. Featured Articles: 1) Italian boutique unveils multi-asset quant fund;

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Alternative Data Newsletter #63 – March 23rd, 2018

1. Events: Next major event to be held on March 27th in Hong Kong. We will discuss the practical aspects of alternative data with speakers from Point72, Oasis Capital and Petrel Capital.

2. Dataset Analytics: The categories that received the most views on our database over the last three months are: 1) Business Insights; 2) Consumer Transactions; and 3) Trade.

3. Data Hunting Advisory: What are the best app traffic and engagement datasets?

4. Dataset Roadshows: A new employment data provider in NYC on March 23rd.

5. Data Insights Q4 lookback: 73% hit rate on short term signals.

6. Bespoke Projects: How are US tariffs on steel and aluminum impacting trade shipments of those products?

7. Data Forum: Contact us to read meeting notes of the third Data Forum held on March 20th.

8. Featured Articles: 1) Maintain the Edge With Alternative Data;

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Alternative Data Newsletter #62 – March 15th, 2018

1. Events: Next major event to be held on March 27th in Hong Kong. We will discuss the practical aspects of alternative data with speakers from Point72, Oasis Capital and Petrel Capital.

2. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is a clickstream data provider.

3. Data Hunting Advisory: What are the best datasets for upcoming IPOs?

4. Dataset Roadshows: A new employment data provider in NYC on March 23rd.

5. Data Insights: Eagle Alpha’s Data Insights team correctly predicted the recently reported Williams Sonoma results.

6. Bespoke Projects: How can alternative data help in tracking a company’s pricing power and industry competition?

7. Knowledge Center: Contact us to watch the webinar recording on the topic of Natural Language Processing.

8. Featured Articles: 1) Big data analytics: The cloud-fueled shift now under way; 2) Software,

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Alternative Data Newsletter #61 – March 8th, 2018

1. Events: Next major event to be held on March 27th in Hong Kong. We will discuss the practical aspects of alternative data (the event is suitable for both quant and fundamental funds).

2. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is a web scraping data provider.

3. Data Hunting Advisory: What are the best consumer transaction datasets for the EMEA and APAC regions?

4. Dataset Roadshows: A web-scraping data provider will have a NYC roadshow next week.

5. Data Insights: Eagle Alpha’s Data Insights team correctly predicted the recently reported Fitbit results.

6. Bespoke Projects: How can satellite data be applied in our investment analysis?  What are the types of satellite data and how is it used?

7. Data Forum: Contact us to read meeting notes of the second Data Forum held on March 6th.

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Alternative Data Newsletter #60 – March 2nd, 2018

1. Events: We have 3 events scheduled in March including an online meeting for buyside firms to discuss how to educate data vendors.

2. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is a web scraping data provider.

3. Data Hunting Advisory: What are the best sentiment analysis data providers?

4. Dataset Roadshows: A solutions provider in the Telecommunication and IT industry will have a NYC roadshow in March.

5. Data Insights: Eagle Alpha’s Data Insights team correctly predicted the recently reported HPQ results.

6. Bespoke Projects: How can sentiment analysis be integrated into a specific investment process?

7. Data Forum: Contact us to read meeting notes of the first Data Forum held on February 20th.

8. Featured Articles: 1) Viking Hedge Fund Moves Into Big Data Following Other Tiger Cubs; 2) Hard Labor: Dealing with Alternative Data;

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Alternative Data Newsletter #59 – February 22nd, 2018

1. Dataset Analytics: One of the most popular datasets receiving 1on1 requests at the moment is from a new employment data provider

2. Data Hunting Advisory: What are the best alternative datasets for the Japanese market?

3. Data Showcase Events: Our second Alternative Data Showcase Week takes place in London on April 11th

4. Dataset Roadshows: An employment data provider to have a US roadshow in late March.

5. Data Insights: Eagle Alpha’s Data Insights team correctly predicted the reported weakness in Sonic’s sales using online search data.

6. Bespoke Projects: Which brands are showing positive momentum on social media?

7. Innovation Center: We launched a Buyside Forum to co-ordinate the discussion of alternative data topics amongst buyside firms.

8. Featured Articles: 1) AI, Big Data Are Meshing–and Disrupting; 2) AI: The future of renewable energy investment; 3) Private data shows China GDP is solid but slowing.

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Alternative Data Newsletter #58 – February 15th, 2018

*The super early bird rate for our next Data Showcase Event ends tomorrow.*

1. Dataset Analytics: One of the most popular datasets during January 1-on-1s was a social media data provider.

2. Data Hunting Advisory: What are the best consumer transaction datasets for EMEA and APAC regions?

3. Data Showcase Events: The super early bird rate for our April 11th event in London ends tomorrow.

4. Dataset Roadshows: We will be bringing our EMEA autos provider on a roadshow in the UK on the 8th and 9th of March.

5. Data Insights: We correctly predicted the disappointing results reported by Chipotle.

6. Bespoke Projects: Would you like to better understand consumer product reviews? Bespoke Projects can analyze product reviews, providing trend information on features and topics over time, as well as ratings.

7. Innovation Center: We are launching a forum to co-ordinate the discussion of alternative data topics amongst buyside firms.

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