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A New Way to Apply a Macro View to a Sector
Re-driving 44 retail stocks with only a few lines of code. Applying a macro view to the retail sec...
Read MoreGoldman Sachs Compensation Ratio Analysis
Redriving models from the Brokerage Sector using the Goldman Sachs compensation ratio time series.
Read MoreA New Way to Approach a Traditional JPMorgan Read Through: Part 2
The revenue impact of reported Q4 2021 JPM financials results on companies in related financial su...
Read MoreA New Way to Approach a Traditional JPMorgan Read Through: Part 1
We explore the correlation between JPM financials and companies in related financial subsectors.
Read MoreM&As are Getting Better, Faster, Stronger
A look at American Tower’s (NYSE: AMT) proposed acquisition of data center REIT CoreSite Realty ...
Read MoreIs The End Near for the Real Estate Boom?
A glimpse into the factors affecting the U.S. residential real estate market.
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Horses and Cars – Where Data Science Currently Fits Within Fundamental Investing
I grew up in a small agricultural town in Northeastern Connecticut, in a house that had been hande...
Read MoreSupply Chain Issues Pushing Air Freight & Logistics Industry to Record Results
A brief summary of the factors plaguing supply chains over the past year and a half, and the conse...
Read MoreOne-stop-shop payment solutions that lives up to its BILL-ing
A look at the name that stood out from the Enterprise SaaS dashboard after posting the highest qua...
Read MoreALGNing Active Doctors Utilization with Expectations
Q3/21 will be ALGN’s first quarter where they’ll have to show growth beyond favorable COVID dy...
Read MoreNew Semiconductors Dashboard
An edge on which players are best positioned to survive or thrive during the current global semico...
Read MoreNew Listings, New Investment Opportunities
Canalyst builds IPO models within hours of the S-1
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