Insights

Our take on the latest trends and activity in the world of finance, technology, and beyond.

July 16, 2018

Part 1 of 2: Reactions to Trump’s Steel Tariffs Are All Over the Map

Trade topics are dominating headlines recently. While a certain number of these topics, such as the US relationship with China, might be too opaque for now, […]
June 13, 2018

Flip the Switch on Your Investment Research

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 […]
May 1, 2018

How I Use AlphaSense for Equity Research

In my previous posts, I’ve alluded to many benefits of AlphaSense as a platform for equity research. In this post, I would like to showcase these […]
April 3, 2018

Impacts of Government Shutdowns

For some, it might still be a bizarre concept that the government can grind to a halt. However, the event, or at least discussion about the […]
March 20, 2018

Time-Savings via AlphaSense? Priceless.

The AlphaSense platform is routinely touted as an efficient way to perform equity and company research. Within that efficiency lies two factors: One is connected to […]
February 6, 2018

Blockchain Technology – What Are The Expectations?

A great number of predictions are being made about blockchain, and how the technology behind Bitcoin will revolutionize the world. While the ever-growing cryptocurrency is perhaps […]
October 28, 2017

Trump and Infrastructure – What Do Companies Think?

It has been 10 months since Donald Trump assumed the office of President of the United States. During that time, we have heard about healthcare, trade, […]
September 1, 2017

Search Alerts – Simple, Yet Brilliant

As mentioned in my blog post on how to use reverse search, I believe that investors and analysts need to be aware of critical information on […]
June 26, 2017
How to use reverse search for investment research

How to Use Reverse Search for Investment Research

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 […]
May 18, 2017
Dealmakers love AlphaSense table extraction

How Dealmakers Use Table Extraction in AlphaSense

One of the major responsibilities for a financial analyst is to look at company financials and make forward projections. For U.S.-listed companies, SEC filings are often […]
April 17, 2017
Blockchain, Not Bitcoin

Jury’s in on Blockchain

Not Bitcoin, Blockchain If you’ve heard of Bitcoin, you’ve heard of blockchain. Bitcoin verifies transactions between its holders by using a shared ledger. Each transaction is […]
October 26, 2016
Using qualitative research to avoid the value trap

Avoiding the Value Trap Through Qualitative Research

Since the end of the 2008 financial crisis, growth stocks have soared spectacularly and value stocks have remained relatively cheap. Coupled with a steady uptick in […]
September 13, 2016
Cloud-Based Apps: The Investment Process, Revolutionized

Cloud-Based Apps: The Investment Process, Revolutionized

Cloud-based applications have become the norm in our personal lives, and over the last few years have infiltrated the workplace. Highly confidential functions ranging from finance […]
August 11, 2015
U.S. Dollar

Impact of U.S. Dollar Strength

The strengthening of the U.S. dollar has been a highly covered topic in the news this year. The dollar has been on an upward trend against […]