April notebook: PFM’s predisposition + one big acquisition
Sensor Tower’s surprise acquisition of data.ai has sparked several thoughts in the investment world and wider app space. At the top of my mind was, ‘What drove the sale?’
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Which vendors were most popular in Neudata’s Spring 2024 AltDating cycle?
Company earnings, energy demand and sentiment analysis were among the most popular datasets at our latest event, held in London in March. -
A year of elections: An alternative data perspective
This is set to be one of the biggest election years ever, including major votes in the US, UK and EU all coming up. In this report, we expand on the alternative data options available to predict election results and possible fallouts. -
The Signal, April 2024: International Women’s Day, work trends and holiday travel
This month’s alternative data insights include new data on upcoming travel trends, the future of work, and coverage of International Women's Day. -
Weather intelligence: The data marketplace, investment applications and finding alpha
Investors are increasingly turning to weather intelligence to gain an edge in commodity markets. In this report, we summarise the alternative data landscape and highlight third-party vendors. -
2023 DDQ wrap-up – Key factors in data vendor risk (Part 2)
We look at vendors’ answers to key questions from our due diligence questionnaire and what buyers can learn from them. In this report, we cover sections on technology and intellectual property, web-scraping and contract excerpts. -
Sensor Tower acquires data.ai
Sensor Tower has acquired data.ai in a deal that is set to shake up the digital intelligence sector. -
Hot commodity: Let’s talk uranium data
Hedge funds have taken a growing interest in trading uranium, helping the price to boom in 2023. Even so, with nuclear power a key element in net-zero plans, the long-term outlook remains bullish. We highlight some datasets that provide actionable insights into this specialist market. -
People moves, March 2024: Jump, Millennium, Gro Intelligence
New data strategy hires at Jump and Millennium, and a new CEO at Gro Intelligence. -
An alternative data primer for China’s LNG futures
China is now the world’s biggest LNG buyer. And with domestic LNG futures soon to be introduced, investors are looking to alt data to understand this key market. In this report, we identify some of the best sources.