Small Data Good, Big Data Sometimes Bad
FIrst, small data works for big wins in investing, don’t get lost in the chatter. Second, in research, proceed with caution when the validit
Horsepower Added at Boulder Equity Analytics
BEA has application development, operations and domain experience in research, medical, aerospace, insurance, logistics and oil & gas.
Sentiment for BREW? Always 5 o'clock Somewhere
For the third straight quarter, CEO Andy Thomas' message was resoundingly consistent (something the Boulder folks picked up on too), cit
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
Analyst's Ask (Nicely) About the Model 3 But How Does Tesla Respond?
Since Tesla has the Model 3 successfully priced in, it would seem that the share price can only go down from here. Especially since Tesla
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
Charlie Munger, the “Model” Investor
To recognize opportunity your mental models need to be complete, free of bias and current. Your tools should be built on the same principals
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
