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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...

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January 25, 2022

Goldman Sachs Compensation Ratio Analysis

Redriving models from the Brokerage Sector using the Goldman Sachs compensation ratio time series.

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January 21, 2022

A 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...

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January 17, 2022

A New Way to Approach a Traditional JPMorgan Read Through: Part 1

We explore the correlation between JPM financials and companies in related financial subsectors.

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January 12, 2022

M&As are Getting Better, Faster, Stronger

A look at American Tower’s (NYSE: AMT) proposed acquisition of data center REIT CoreSite Realty ...

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December 23, 2021

Is 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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December 20, 2021

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...

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December 14, 2021

Supply 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...

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December 10, 2021

One-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...

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December 6, 2021

ALGNing Active Doctors Utilization with Expectations

Q3/21 will be ALGN’s first quarter where they’ll have to show growth beyond favorable COVID dy...

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October 26, 2021

New Semiconductors Dashboard

An edge on which players are best positioned to survive or thrive during the current global semico...

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October 20, 2021

New Listings, New Investment Opportunities

Canalyst builds IPO models within hours of the S-1

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September 10, 2021