Get the Big Picture: Building a Winning Thesis
It is easy to rely upon the same data feeds and press releases to build an investment thesis but to win, investment analysts and portfolio managers need the full picture. Sentieo now enables analysts to bring together core research material like filings and earnings call transcripts with alternative data, such as Earnest's credit card data, to provide a complete context to a company’s or segment’s performance.
Join us for an analysis of several tickers, demonstrating how to get the complete picture in fundamental research to build a winning thesis.
- Michael Stern, Senior Data Analytics Director, Financial Services, Earnest Research
- Arib Rahman, VP of Product, Sentieo
- Nick Mazing, Head of Research, Sentieo