Tableau
Tableau Basics: SUM vs AVG
First time users of Tableau often get tripped up over the default Tableau SUM aggregation. Here is what I mean. Suppose the question is to find the average of SALES PER VISIT (sales measured across the preceding 6 months) among the males and females in a sample of 25 shoppers. The data look like this…
Read MoreSan Diego and COVID-19 … A Very Challenging Year
We just noticed that it has been a full year since we started posting daily updates to our San Diego County COVID-19 dashboard. This dashboard tracks the San Diego COVID experience: new cases, tests, and positivity rates at the county-level as well as new cases for each of the county’s ZIP Codes. On this first-year…
Read MoreHow to Visualize Changing Recession Start Date Forecasts
In case you missed it, we are in a recession. According to Intensity’s latest US recession start date forecast, there is a 50% probability of a recession starting sometime in the January to February 2019 period. And a 97% probability of it starting sometime within the next 6 months. Their “point estimate” of a recession…
Read MoreTableau vs. Qlik in Latin America
We were looking for data nuggets in the TUDLA Latin America B2B database the other day and stumbled on something that, to hardcore Tableau users like us, was quite surprising. Turns out that in the LATAM region, Tableau is not the preferred data visualization platform. In fact, it is not even in the top five.…
Read MoreTop 15 Metros – From Switzerland to the Sonoran Desert – Fintech Securities & Investments
Shelby Cullom Davis, “one of the least talked about, but most successful investors,” managed to parlay a 1947 $50,000 investment into over $800 million by the time of his passing in 1994. A 23% compounded average annual rate of return. Not too bad. During his career Shelby advised Thomas Dewey on economic matters when he…
Read MoreTop 15 Metros – Fidelity Durham – Fintech Securities & Investments
In “places like … Raleigh, you see a real concentration of brain power. You have a lot of smart people living in the same place. That will drive the economy”, Steven P. Rosenthal, Northland Investment Corp. And so will tax incentives. The Raleigh-Durham-Chapel Hill combined statistical area (CSA), with over 2 million people, is the second…
Read MoreTop 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…
Read MoreBreaking 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,…
Read MoreFinding 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…
Read MoreNegative 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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