Third Point

“Yeah, I think it brings more volatility into, you know, events, earnings, especially for firms that are trading around these events, where everybody's looking at the same credit card data.”

“It's something we do do ourself. I think it's one of those areas where data structuring, even data ingestion and onboarding data sets is something that us and most firms are looking at how do we, you know, outsource that to another company because we're only s…”

“Going back to the very basics, you kind of find that, like, the simpler it is, the better it actually performs over time, if you're not trading at this higher frequency.”

“Rather than mining data for new ideas, we're almost looking for data to help us understand the ideas we may already have, or to, you know, create very sophisticated screens, you know, looking across all these companies to kind of dwindle down a smaller list of…”

“As a team, it's, you know, how do we incorporate and leverage all this rich and unique data that's out there and kind of bring it into one real centralized place. So to really understand companies and coming from thousands of different data sets so that we can…”

“When the model creates a list of companies for us that we should go invest in, we need to be then able to explain to our you know, PMs and analysts internally what's driving that decision, and they really want to get into the deep roots of why it's picking tho…”