
Takeaways from Two Calls: Tableau vs Equifax
Investor relations can’t change the facts and context of the situations they confront. They can use analytics to find the best strategy and


Top 15 Fintech Metros - Switzerland to the Sonoran Desert – Securities & Investments
Putting Tucson at #14 on the list, the financial advisory firm tops in AUM is Davis Selected Advisors. Other top firms in the Tucson metro

NexGen Tone Analytics: Short AKAM Call
Recommend short AKAM going into the call based on analysis of the earnings call analytics of previous calls and the price movement in the da


Jim Simons – Mathematician, Philanthropist and Renaissance Man
Winners can’t bank luck, they need to be able to extend and amend their models to work at machine scale and speed without compromises in com


Top 15 Metros – Fidelity Durham - Fintech Securities & Investments
The combination of incentives, top universities and corporate headquarters has pushed the Durham-Chapel Hill Metro to #6 in our ranking of t


Top 15 Metros - Wild in Omaha - Fintech Securities & Investments
Over 70% of the 2015 addressable Fintech market is securities brokerage and 13% is portfolio management… Omaha is a relative hotbed in secur

Breaking Down Fintech - the Securities & Investments Sector
Within the Securities & Investments sector, portfolio management accounts for the largest share of the addressable Fintech market at 38%


Negative Conference Call? Go Short (but not always)
It’s clear that “tone matters” and computational linguistics can detect it. Analysts, investors and the market react to the choice of words


Ben Graham’s Fundamentals Are Still Relevant
Graham’s list of disciples includes many of the greatest of all time. Warren Buffett, Seth Klarman, William Ruane, Irving Kahn and Walter Sc


Fintech Alert: A Lot of Savings and Loaning in Springfield Massachusetts
Springfield MA has 143 prospects, is very accessible to the rest of the major financial markets in the Northeast and most likely is ignored