alternative data
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 31, 2022 by Michael Rees · across every show →
Everything said about alternative data, oldest first
Oct 31, 2022 negative
Oct 16, 2023 positive
Corre: Bespoke Alternative Data Faces Less Competition in Event-Driven Equities
“What we find on the event driven side is that if you start doing bespoke work around situations that aren't going to be Obviously, the off the shelf providers, we can generate real opportunities, whether it's creating our own custom index from web scrapes of t…”
May 20, 2024 bearish
Satellite Parking Lot Data Is Useless Without Weather and Holiday Context
“Looking at the parking lot today versus exactly one year ago may be completely useless depending on what the weather was like the prior year, whether it was raining or sunny, what the holiday was Easter earlier or later that month.”