- Alpha Sense Expert Insights uses its expert database to compile ten trends to watch.
- It’s a fairly interesting list and many trends are continuations from last year.
- You can grab two free weeks of access to the whole database of transcripts with your work email address for free here (see disclaimer).
Snippet Recommends
Products and services we recommend. Some are sponsored (disclaimer) to help support the site. We only EVER post what we would use ourselves.
The Browser
- Looking for an easy yet outstanding Christmas gift?
- The Browser is one of the few newsletters we subscribe to.
- It is vitally important for investors to read widely.
- The Browser is run by editors who read thousands of articles on a range of topics to select just five per day.
- Highly recommend it as a gift or subscribing for yourself.
- For Snippet readers you can get 10% off with the code SNIPPET10.
AlphaSense Expert Insights
- For most of this year, Snippet has been sponsored by Alpha Sense Expert Insights.
- They have a 30,000+ transcript database of expert interviews on companies – a differentiated way to get fundamental insights.
- For those interested you can grab a free two-week trial here with full access to the database using a work email address.
Stream by AlphaSense
- Stream hosts an ever-growing database of 30,000 expert call transcripts.
- These transcripts can help get up to speed on a company or core issue.
- Stream has been sponsoring Snippet and readers can grab a two-week free trial here (using a work email).
- This is a good analysis of the ROI.
History of Institutional Investing
- Interesting conversation (need sign up, grab two-week trial here) with Ted Seides and Frederik Gieschen on going back as far as Ancient Rome, on how institutional investing evolved and progressed, with lessons for the future.
Stream by AlphaSense
- Stream hosts an ever-growing database of 30,000 expert call transcripts.
- These offer insights that can lead to an edge in investing.
- Stream has been sponsoring Snippet and readers can grab a two-week free trial here (use work email address).
Unintended Effects – Obesity Drugs
- Obesity drugs have now been clinically proven to reduce body weight by 15% or more in some people.
- This could have profound second-order effects that are worth thinking about.
- This Guardian article is a good start.
- One such effect comes from the drugs themselves – anecdotally they seem to suppress addictive behaviours.
- Another is a boon for minimally-invasive skin tightening devices (if you want to read full transcript two-week free trial here).
- This interview with the scientists that originally investigated GLP-1 is also interesting to read – especially the point that repulsion to food might reduce these drugs’ long-term use.
Stream
- Snippet readers can grab a free two-week trial (using work email) of the Stream expert transcript database, our sponsor.
- To get a good idea of how to use it – it is worth checking out their blog.
Getting to Grips with AI
- Since ChatGPT burst on the scene a lot of investors have been scrambling for the implications.
- One interesting argument we already covered here.
- The other way to approach it is see what the industry experts are saying – this post has a good collection.
- If you want to read the actual transcripts grab a free two week trial here.
Medical Conferences
- One of the most useful tools in a healthcare investor’s arsenal is medical conferences.
- Why? Key opinion leaders (KOLs) meet to discuss the latest data coming out from company-sponsored trials and research. Their views give an unrivaled and direct insight not just into the probability of success but also the commercial potential of various medical interventions.
- One way to get a quick overview is summary quotes captured by the Stream blog like this summary of ACC ’23.
- NB If you want to have free two-week trial access to the full database of transcripts click here.
Nelson Peltz – Not Just an Activist
- “If you look at Mr. Peltz’s track record, this guy used to drive trucks for his father’s food company. You might know that cold drink called Snapple. Nelson Peltz and his colleagues bought that brand after it had been run into the ground by Quaker Oats from $1 billion brand to 300 million brand. Mr. Peltz bought it around 98, 99. Within three years, they turned it around, made it a $1 billion brand again, and sold it off to Cadbury. These are folks who have real experience. They’re not just activist investors. They’ve done this. They have gotten their hands dirty.”
- From the Stream Insights blog
- If you want free access to their expert call transcripts for two weeks click here.
Expert Network Calls
- Snippet is once again going to be sponsored by Stream by AlphaSense.
- Recent academic work has been finding that expert networks have idiosyncratic value for investors.
- After analysing 15,000 transcripts they find that these calls give incremental information, especially on technology, product, and operational topics relevant to firms, and tend to be a good tool to understand complicated negative developments.
- Sign up for a free two-week trial of Stream’s 25k+ database here.
IRF’s The Cut
- Most will agree sell-side research is broken and biased, and to get real insight investors need to seek out independent research providers.
- This Snippet Digest is sponsored by Independent Research Forum.
- IRF’s The Cut is a fortnightly publication highlighting the latest original and thought-provoking research from a selection of high-quality and differentiated Research Providers.
- Click here to view our latest edition.
- Subscription to The Cut is free, click here to join their mailing list.
Expert Transcripts by AlphaSense
- Thanks go out to Stream by AlphaSense for sponsoring Snippet Finance in December.
- If you haven’t already checked out this excellent expert interview transcripts database (20,000+ and counting), you can grab a free 2-week free trial here (use a business email, name required, and hit the activation link).
Expert Interview Advice
- How to interview and ask good questions is a key skill in the investor toolkit.
- This ebook guide on how to conduct an expert interview by Stream is well worth a skim (you can grab a 14-week free trial to Stream and read all of their 20,000+ expert interviews on companies).
- This is also a nice complementary FS piece on how to generally ask better questions.
Expert Transcripts by AlphaSense
- December at Snippet is sponsored by Stream by AlphaSense.
- If you haven’t already checked out this great expert interview transcripts database (20,000+ and counting) you can grab a free 2 week free trial here (just use a business email and name required, hit activation link).
Stream by AlphaSense
- November at Snippet will once again be sponsored by Stream by AlphaSense.
- If you haven’t checked out this great transcript database (20,000+ and counting) you can grab a free 2 week free trial here (just use a business email and name required, hit activation link).
Refind
- Refind is a pretty clever service.
- Using a map of one’s interests they send you 7 article links per day from over 10,00 sources.
- It is a nice complement to one’s reading especially if you have broad interests.
Stream
- October at Snippet will once again be sponsored by Stream by AlphaSense.
- Institutional investors can grab a 2 week free trial here (just use a business email and name required, hit activation link).
- Stream hosts 20,000+ transcripts which one can search via the best investment search engine – AlphaSense.
Stream by AlphaSense
- This past month of Snippet has been sponsored by Stream by AlphaSense.
- Investors can grab a 2 week free trial here (just a business email and name required) to this excellent service.
- It hosts 20,000+ transcripts which one can search via the best investment search engine – AlphaSense.
- Stream also provide summaries of key points of each call which are brilliant.
