two recent reports published by Eagle Alpha’s Data Analytics team on Chipotle and GoPro correctly signaled changing momentum in the names that reported yesterday. Contact us to learn more about the data underlying these reports and the Data Analytics solution.
We are seeing a lot more ESG related requests from quants and discretionary long/short funds. This will not be driven by ‘ethical’ mandates per se but a desire to further explore how ESG factors can drive underperformance and poor company performance.
This week Eagle Alpha launched a new version of www.eaglealpha.com. It demonstrates that we provide multiple solutions that help buyside firms work with alternative data. Also, we recently published case studies showing how investors can use web crawl data to monitor regular price, markdown and promotional discounting trends across US apparel retail companies. The data provided early read on fundamentals.
Important Developments Dataset Pricing/Cost Working Group: the pricing of alternative datasets is complex and can be opaque. Following a discussion with one of our clients it was agreed that a working group on dataset pricing would be valuable. The first meeting on this topic will be held in NYC on February 1st. A dial-in will be … Read more
Important Developments AAPL: On November 21st Eagle Alpha published a report that highlighted weak consumer search interest in Eagle Alpha’s Search Signal indicator and weak Twitter mentions from Web Queries data for Apple. This report followed two other reports that were published after the launch of the new iPhone’s in September that showed lack of consumer … Read more
In this week’s alternative data newsletter: Eagle Alpha Survey, What will be the biggest challenges working with alternative data in 2019? Events You Should Attend, What Datasets Are Getting Traction? Data Science Lab, Legal & Compliance, Efficiency Improvements & Best Practice, Updates For Alternative Data Vendors, Altdata.tv and Notable News in the Alternative Data Space.
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Important Developments Further M&A: this week saw the second acquisition in the altdata space. Contact us to receive a deck about these acquisitions (source: a corporate finance firm) – enquiries@eaglealpha.com. Moody’s Survey: according to the Moody’s Analytics survey of more than 500 global buyside firms, 59% of respondents consider big data and alternative data important for the investment … Read more
In this week’s alternative data newsletter. Find out more about the NYC Alt data event, solutions to the mapping / tickerization problem, and how alternative data is becoming mainstream as evidenced by the acquisition of Quandl by Nasdaq. Updates on Standardized DDQ and Standardized Metadata, datasets that are getting traction along with useful articles we are reading.
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Announcements at our conference in NYC today Events Alpha & Access: If you didn’t manage to attend our flagship event in NYC today, contact enquiries@eaglealpha.com to learn about the key takeaways. Visit our new website – https://events.eaglealpha.com – to keep an eye on our upcoming events. What Datasets Are Getting Traction? Quant: this vendor provides Artificial-Intelligence-as-a-Service for investment analysis and … Read more
Important Developments In Altdata For The Buyside EY Survey: The company surveyed 205 asset managers (hedge fund and private equity representatives), interesting findings include: 1) 70% of all asset managers use or expect to use nontraditional data sources in their investment process; 2) 59% of surveyed managers use alternative data as an input to their fundamental … Read more
