One way I think about AlphseSense and its AI platform is that it is a place for me to minimize risks when doing equity research. There is no room for error when trying to understand a business, and AlphaSense delivers this through several features.
Continue reading “How Investment Analysts Spot Critical Changes In SEC Filings”
The 2018 midterm elections are around the corner, and campaign news from both sides of the aisle are beginning to flood the media. Watching both parties work to earn voter confidence, manage information and control the issues, it occurred to me that running a political campaign designed to win an election is a lot like running an enterprise sales cycle designed to close a deal.
Continue reading “Want to Close More Deals? Use These Tactics from Winning Political Campaigns”
In June 2016, activity in the U.S. onshore oilfield hit rock bottom. The drilling recovery that has played out since then is the sharpest in modern oilfield history. The number of active U.S. land drilling rigs has increased from 400 at the bottom to 900 today.
Can shifts in human language help us accurately identify and anticipate the future of company innovation?
Continue reading “AlphaSense Visionaries Series: NLP & Innovation”
The European Union’s Markets in Financial Instruments Directive II, or MiFID II, has been in effect since Jan. 2018. Due to the global nature of operations and client access, it’s important for buy-side firms to understand how the new regulation is impacting industry research and analysis.
Continue reading “Brief: The State Of Research Under MiFID II”
Enterprise sales are long-term campaigns. They can take 4 to 6 months (or more) to close. That’s a long time for something to go wrong, even if you are prepared. And you must be prepared, because every meeting poses unique and unexpected challenges. At AlphaSense, we have a weekly, “deal workshop” open to anyone in the company to join us for a few hours in a conference room to discuss mid-stage opportunities expected to close this quarter. We bring together account executives, account managers, SDRs, product managers, executive management and others. The owner of the opportunity briefly presents details, and the room asks questions, tests assumptions and offers suggestions on next steps. I typically find the information necessary to move these opportunities into late stage is missing – and its absence is exposed during the workshop. The most critical bits of information have yet to come from the customer – underscoring the need for discovery.
Continue reading “Discovery: The Critical First Step in Enterprise Sales”
What does the investment landscape look like for biotech in 2019?
Continue reading “BIO CEO 2019: The Future Of IPOs And M&As In Biotech”
AlphaSense has many benefits as a standout platform for equity research. In this post, I would like to showcase these benefits in action and present my process of using the platform when researching a specific stock.
Continue reading “How to use AlphaSense for equity research”
It’s no secret: the way consumers shop is changing. And grocery is no exception.
Continue reading “Amazon Go, Whole Foods, And The Future Of Grocery”
When it comes to fundamental investment research, the 80/20 rule, or Pareto principle, regarding cause and effect might not be as applicable as in other industries.
Continue reading “How To Use Reverse Search For Investment Research”
