After spending a some time using sentiment analysis in a professional advisory capacity, I wanted to explore a few personal ideas.
Sentiment analysis is often overlooked as a tool to understand large amounts of unstructured data quickly and determine signals and trends over a time period.
One such idea, was understanding if social data sentiment could be used as a leading indicactor of stock price of small cap companies. My background thinking was that small/micro caps do not have sufficient analyst coverage and minimal trading volumes therefore volume would be driven primarily by retail investors (i.e. not large funds and...
So you want a personal website? A couple of friends have recently asked how to setup a personal website/CV and email address. This is how I would go about setting up a personal website in 2019.
Keep in mind this is the cheapest option and will require some technical knowledge (or a willingness to learn). I believe the technical knowledge is important as will give you an introduction to how the web works and opens the opportunity to tinker with a bit of code. If you want something simple and quick (and happy to pay) - go straight to
Argo ARB.L raised £25m and listed on the London Stock Exchange in August 2018 as a cryptocurrency ‘mining as a service’ (MaaS). In August 2018 bitcoin (BTC) was trading for c. $7K USD (compared to c. $20k at peak in 2017) and business seemed to be going OK, signing a few customers and building momentum. However shortly after this support fell from the cryptocurrency market with prices crashing and sitting at around $3k USD. Mining was not particularly profitable and the cryptocurrency market fell deep into the ‘Crypto Winter’.
Argo appeared to be somewhat dead in the water:
Supposedly the Yahoo Finance API used to be the holy grail of finance data, providing reliable and accurate finance data for free. I’ve been working on a recent project which required ASX market data - specifically daily historical data (volume, open, close etc).
IEX Cloud has a great API and allows for a fairly high volume of calls. Unfortunately ASX market support has not yet been delivered, however appears to be in the pipeline with an unconfirmed delivery date.
I was about to purchase historical CSV market data however came across Alphavantage and the expanded
Alphavantage...
A number of significant events have occured since I previously wrote about Just Eat’s struggle to remain relevant in the fast-growing food delivery market. There is increased pressure from competitors in all markets, driven by capital raises and strong competitor execution.
Latin America
Just Eat has a large position (c. 33%) in iFood operating in Brazil. Cat Rock Capital has suggested that the stake in iFood could be worth as much as £650mm (Cat Rock Capital - Dec 2018) if divested. This represents c. 15% of the market cap of Just Eat.
iFood has historically been the...