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Insights

Coronavirus Cheatsheet: Week of March 2nd

Last week, Coronavirus was one of the most asked-about topics on earnings calls. Our team compiled a quick snapshot of Coronavirus in Press Releases, 10Ks & more.

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Financial

Elliott Management Tilts Towards Growth With Recent Tech Positioning

Vishesh Kumar

Elliot Management recently invested in several growth-oriented companies, such as VMWare, Equinix, NortonLifeLock & LogMeIn. Read about Elliot's investments here.

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Healthcare

Coronavirus Outbreak Leads to Pockets of Investment Opportunity

Vishesh Kumar

As Coronavirus causes an economic catastrophe, the Chinese online sector and a slew of biotechs have discovered potential investment opportunities from the epidemic.

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Wall Street Analyzes the 2020 Presidential Election

Vishesh Kumar

As the 2020 Presidential Race continues, Wall Street is pivoting every step of the way. Discover how the Street views Trump and the top five Democratic candidates.

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Tech

China’s Surveillance Juggernauts Stride Under the Radar

Vishesh Kumar

Chinese AI companies (like Hikvision & Dahua) are leveraging machine learning for surveillance. Discover more about these technologies and their market value here.

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Announcements

Spot Sentiment Trends Fast on Company Tear Sheets

AlphaSense Staff

View a company's earning call sentiment trends and compare its quarterly performance to that of its peers and its industry with our new Sentiment Module.

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How Shareholder Friendly Will Google’s New CEO Be?

Vishesh Kumar

After succeeding Google founders Larry Page & Sergey Brin, investors are expecting big things out of now-CEO Sundar Pichai. Read our Google tear down follow-up here.

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Company Tear Down

Treat Tesla as a Tech

Vishesh Kumar

As Tesla's stock continues to climb, analysts wonder whether the company remains an automaker or is transforming into a tech giant. Read our Tesla teardown here.

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Content

How One Analyst is Using AlphaSense Search Summary for Deeper Trade War Analysis.

Jan Svenda

Understanding key market players is crucial to any analyst's role. Leverage Search Summary to efficiently extract key players impacted by the trade war.

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Culture

Boeing’s Grounded 737 Max Further Impacts the Commercial Aircraft Sector

Vishesh Kumar

Discover how Boeing's product halt of the 737 Max impacted Air Lease Corporation, Tui Group, American Airlines, and more. Find these insights with AlphaSense.

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Financial

5 Macroeconomic Trends of 2019: Which Industries Were Impacted Most

Vishesh Kumar

These Macro trends moved markets in 2019. We look at which sectors were impacted the most and how companies grappled with trends.

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