As promised, we continue our series on alternative data for healthcare investors by exploring datasets relevant to the analysis of healthcare providers. Specifically, in this piece, we focus on hospital operators and use cases of patient experience surveys. In doing so, we highlight research findings that suggest a correlation between patient-reported experience and hospital profitability.

This week’s Intelligence report goes meta, looking at our most popular pieces of 2019. We also hear directly from Neudata’s Analysts to understand why they believe these ten were the breakout reports amongst institutional investors.

In response to a spike in investor interest, we summarise various alternative datasets that track corporate advertising spend. We also highlight use cases of ad spend data for institutional investors, and anecdotal evidence of the correlation between advertising expenditure and stock returns.

In the following report, we investigate emerging methods of understanding and withstanding market volatility. Our research covers equity crowding, securities lending, estimate and sentiment dispersion, corporate events, and geopolitical (country) risk.