August 12 2022

Bintel and Inveniam Partner To Enhance Liquidity in the Private Markets

Bintel and Inveniam Partner To Enhance Liquidity in the Private Markets 

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January 27 2020

Top 15 Fintech Metros - Switzerland to the Sonoran Desert – 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.​

 

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January 13 2020

Better Guidance Starts With Better Forecasting

Happiness comes from exceeding expectations.

Happiness causes your stock price to go up.

Happy investors are a good thing.

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January 06 2020

Top 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.

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December 30 2019

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, "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 costing more than $250,000 each, having never been split.”

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December 09 2019

How Big is the Fintech Addressable Market?

Fintech, or Financial Technology, has been around for some time. Lately, interest has been gaining steam, particularly among venture capitalists but fifteen years ago, this was the abbreviation used when banking discussed its plans for IT spending, mostly back office infrastructure. When you hear the term now it’s #fintech, referring to startups threatening to disrupt traditional banking and financial industries. Blockchain (Bitcoin), digital lending, payments and robo-advisors are some of the most popular.

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December 02 2019

Good Concept Detection Requires an 'Almost Engine'

How many geese in this picture? You didn't need to count. Your answer probably contained the words “approximately”, “average”, “almost”, “sort of”, "guesstimate" or “about”. One of the most powerful features of your brain is that it does not treat language as math, a series of binary yes or no formal constructs. Humans are masters of writing the same idea in many ways, understanding what you meant even if you didn't say it perfectly. You also know when someone is being so careful with their words, they're lying (we're all tested on this one daily). This critical skill is used by analysts all the time.

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December 02 2019

Concepts are Key, Not Words

A critical skill for the analyst during earnings season is detecting changes in the key indicators or themes for a company and its peers. Keyword detection is often passed off as theme detection but it's not and the difference is critical. Teaching software (AI) to find themes buried in SEC filings and press coverage from investor relations is a critical technology advantage for Boulder.

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December 02 2019

Read Faster? – Researchers Need To Retool to Compete

In a previous post I said, “Our mission is to build an intelligent, enriched and fully interactive database from all the publicly available reports to improve the productivity and insight of the analyst covering an industry sector.” We call it O.A.K.L.E.Y and we're now creating the services around it.

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December 02 2019

Buzzword Overkill – AI is Not a Thing People, it’s a Discipline

AI, artificial intelligence, has been through several boom and bust cycles.  Today the pronouncements are everywhere with AI coming soon to everything from medicine to your underwear.  For those of us laboring in the dark for years, it feels good to be the most popular kid on the block.  Warning!  What the marketing gods grant, they can take away overnight.  
 
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