Archive for September 2017

Top 15 Metros – Wild in Omaha – Fintech Securities & Investments

Today, at least in the financial world, Omaha is probably most famous for being the home of Warren Buffett and Berkshire Hathaway. The company is “currently the 7th largest company in the S&P 500 Index by market capitalization and is famous for having the most expensive share price in history with a Class A share…

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Breaking Down the Fintech Securities & Investments Sector

A healthy share of Fintech investment has been on the banking-side of the financial services industry, especially loan origination like LendingTree, OnDeck & SoFi, and in payments companies like Venmo, Stripe & PayPal. However, the Securities & Investments sector is also undergoing disruption. Companies like Betterment and WealthFront are targeting investment advice. And StockViews, AlphaSense, Alphametry,…

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Finding B2B “Look-Alikes” in Latin America

One of the uses of any B2B database is to find prospective customers that look like current customers (aka “look-alikes”). With more developed and complete data, like what exists for the US, this can often be done using statistical predictive models. These models can yield “prospect scores” appended to individual business locations as to their…

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Negative Earnings Call Tone? Go Short (but not always)

Posts like “Facebook’s Q4: Conference Call Tone Matters More Than Results” in the financial press suggest that earnings call tone is important. And, invariably, the tone of the call does come up during the post call commentary and analysis. Were executives overly positive in their comments? Did they mean what they said? Did analysts’ questions…

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B2B Marketing in Latin America with TUDLA

In the Americas, once marketers venture beyond the US and Canada, basic firmagraphic information on businesses starts to become spotty.  Marketers used to powerhouse databases like ZoomInfo, InfoUSA, Data.com, D&B and others must scramble to assemble what information may exist for the Latin America (LATAM) region.  If basic data like company name and address exist,…

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