November Tidbits: Black Friday Night Fever
This month we have a potluck of updates including: another data vendor restructuring, movements in Japanese alt data, consumer data breaches, and our usual traction round-up.
Alternative Data News and Insight
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Amazon.com as an alternative data source
We summarise the different ways investors can track a consumer’s journey on Amazon.com, using the website’s own publicly available data. We also discuss several off-the-shelf datasets that are currently available in the market. -
The Streaming Wars – As Told by Alt Data
From LPs to Spotify, the videocassette to Netflix, the evolution of the entertainment industry has been one of the great Darwinian struggles of our modern age. Most recently, the launch of Disney+ Plus has caused many to reflect on the new-found fragility of the once indomitable original OTTs. Here follows our contribution to the conversation. -
An Alternative Data Primer For Airline Investors
It would be fair to say that airlines have had a turbulent 2019. The surge in bankruptcies – affecting Thomas Cook, WOW air, and flybmi – and the grounding of the Boeing 737 MAX have had widespread repercussions. At the same time, certain events can also provide profit-making opportunities. In this report, we summarise how airline investors may utilise alternative data to gain value-additive insights and, in doing so, help manage risk in these turbulent times. -
Dealing with alt data: what can finance learn from Formula 1?
McLaren is a racing team that has long been defined by its approach to data analysis, so it was a crowd-puller when the company’s Head of Modelling and Data Sciences Dr Karl Surmacz presented at the Neudata London Summit 2019. -
Oil and gas: alt data throughout the supply chain
In this Intelligence report, we take a look at the current state of the alt data market for oil and gas investors. Specifically, the report will discuss 1) exactly what alt datasets are appropriate for this sector, 2) use cases for such datasets, and 3) the level of demand we see from investment managers for oil and gas data. -
The ‘how’ of alt data: Neudata London Summit 2019
A packed Neudata summit held at the Science Museum in London’s Kensington was the scene this week for two days of speakers, knowledge sharing and one-to-one networking for global experts in the alternative data market. -
October Tidbits: Neudata London Summit Debrief
In this Neudata tidbits, we share some of the most interesting updates from our second Neudata London Summit, as well as our usual round-up of some of the most interesting alternative data provider updates from the past month. -
How can alt data help us understand the effects of Brexit?
It hasn’t happened yet, but a range of alt data sources are key indicators for the repercussions of the UK’s (expected) exit from the European Union, delegates heard at the Neudata London Summit 2019. -
Tracking corporate insider activity
Identifying and tracking insider activity (i.e. when CEOs sell down shares or what they say on earnings calls) can be a useful way to understand what management thinks about the company ’s future performance. Equally, it could also provide irrelevant, unhelpful signals. In this report, we highlight the challenges, literature and use cases on this subject. We also summarise several datasets that may be of use to readers in tracking different types of insider activity.
