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Top 5 Trends in Alternative Data

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Top 5 Trends in Alternative Data

We are in the fortunate position here at Quandl to bear firsthand witness to the evolution of alternative data; interactions with clients, data providers, and immersion in the space combine to give us a unique perspective. From our standpoint, alternative data is growing unabated, although innovation is perhaps slower than some would like. Here...

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Alternative data sheds light on Tesla’s mysterious delivery numbers
ALTERNATIVE DATA Oct 04 2018

Alternative data sheds light on Tesla’s mysterious delivery numbers

Tesla’s strong Q3 delivery numbers - more than doubling from the prior quarter - was good news for the company. But a new report on mysterious lots of Tesla vehicles appearing across America has fanned speculation that those numbers may not be what they seem. Quandl’s alternative data also indicates that there may be more than meets the eye. UPDATE (October 26, 2018): The Wall Street Journal is reporting that the FBI has stepped up a criminal investigation of whether Tesla is misstating production figures. On Tuesday, October 2, Tesla announced a doubling of deliveries in the third quarter to...

ALTERNATIVE DATA Apr 24 2018

Corporate Aviation Intelligence: The Sky’s the Limit

I’m pleased to announce the launch of Quandl’s Corporate Aviation Intelligence (CAI) product. This institutional-grade product tracks corporate air travel to yield actionable insights into M&A, corporate expansion, competitive intelligence and other market-moving events. TAKEOFF In late January 2017 Actelion's stock jumped by more than 20%, taking the market by surprise. Everyone, that is, except for three hedge funds. Och-Ziff, Eton Park and Elliott Management are said to have tracked J&J’s private jet landing near pharmaceutical company Actelion’s Switzerland headquarters in mid-January. Days later J&J announced a $30 billion acquisition of Actelion, resulting in $300M in upside for these three...

Beijing enveloped in smog.
ALTERNATIVE DATA Apr 06 2018

UPDATE: Iron Ore in a Meltdown?

UPDATE: We recently published an updated report on our iron ore monthly insights, featuring our Q1 estimates for each company. Our monthly report is released two to three weeks earlier than public company data. We currently distributed our monthly report on FactSet and Thomson Reuters.  Back in November, the Chinese government imposed regulations on steel production to curb the pollution in areas surrounding Beijing. We predicted that the restrictions would pull the players in iron ore industry in opposing directions: While the general reduction of steel production would reduce the overall demand for iron ore, the intense crackdown on domestic...

Searching for an Edge with Alternative Data
ALTERNATIVE DATA Mar 29 2018

Searching for an Edge with Alternative Data

When Johnson & Johnson agreed to buy Actelion for $30 billion on January 26, 2017, its stock soared almost 20 percent. The deal was the largest in J&J’s 130-year history. This was good news for Och-Ziff Capital Management Group LLC (who had built a stake worth about $766 million), Eton Park Capital Management (whose bet was almost $500 million) and Elliott Management Corp. ($200 million). The three funds, however, did not make their bets blind; they had backed up their belief by good old-fashioned sleuthing. They tracked J&J’s private jet movements with alternative data. According to Bloomberg, “as a Johnson...

INDUSTRY TRENDS Mar 23 2018

Essential Data Feeds for Artificial Intelligence

Artificial intelligence is a hungry beast. It subsists on a continuous input of trillions of data points, incessantly churning, chewing and spitting out insights. The data scientist or AI specialist must continuously seek new data sources to feed the beast and fine-tune their creation. At Quandl we’re accustomed to providing financial professionals with new and unique data feeds to augment their trading strategies. In recent months, however, we’ve seen a notable increase in the number of AI and machine learning companies requesting such data. To us, this signals growth in the number of AI practitioners deploying functional algorithms in business....

ALTERNATIVE DATA IN ACTION Jan 04 2018

Tesla’s Model 3 Has Miles to Go

Manufacturing bottlenecks continue to plague the Tesla Model 3. In October, Tesla’s target of 5,000 car deliveries per week by Q4 2017 was pushed back to Q1 2018. Yesterday, Tesla pushed the target back again, to Q2 2018, after a disappointing quarter for production. Quandl clients had early warning of this shortfall thanks to our model-level insurance policy dataset. Read on for more details. Tesla Stuck in “Production Hell” A few years ago, CEO Elon Musk claimed that Tesla would deliver over 100,000 Model 3s in 2017. That aggressive goal was subsequently scaled back substantially, to a seemingly more achievable...

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