White Papers
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Leveraging People Analytics for Bulge Bracket Banks
How can talent acquisition teams at large banks use external data to optimize their hiring strategies? Columbia University's Brittany Li, Haifeng Xia, and Sam Zhou leverage Thinknum and BLS labor market datasets in order to answer this and other questions. They apply machine learning and data visualization models to identify hiring trends during the pandemic and post-pandemic period, calculate supply-to-demand ratios for finance workers across different states, and analyze the relationship between banks' hiring trends and movements in U.S. equity markets.
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HR Technology White Paper: The War for Talent in the Tech Industry
How can companies better navigate the talent wars unleashed by the global economic recovery? In this report the Human Capital Management Institute applies their Job Analysis Framework to Thinknum's Job Listings dataset, in order to assess the current landscape for talent competition within the tech industry. It provides a context for companies seeking tech talent, and previews the depth of analysis such external labor market data can provide.
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External Data: The New Standard for Business Intelligence
As economic activity comes online, operators get holistic views of their industries with external data. In this report, we cover use cases of external, alternative data for corporate strategy, HR analytics, shared economy businesses and trend forecasting.
Case Studies
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Alternative Data for Digital Assets
Thinknum’s Alternative Data for Digital Assets deck is a collection of insights focused on using alternative data for digital asset markets. Understand how real-time web data can be used to track rising cryptocurrencies, forecast crypto price movements, and monitor growth of major exchanges and platforms.
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Alternative Data Portal Into The Metaverse
Thinknum’s Alternative Data Portal Into The Metaverse deck is a collection of competitors and investors intelligence insights focused on this emerging market and its key players. Dive in to learn about real-time web data metaverse proxies to track companies movements in real time and make more informed business decisions.
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Alternative Data for Retail and Commercial Banks
Commercial banks need real-time information to understand and grow their customer base, stay ahead of market trends, and gain an edge over competitors. Read on to learn how customer reviews, social media traction, corporate job listings, and other sources of web-based alternative data drive business decisions and competitive intelligence efforts.
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See Through the Bull: Track Private Business Activity Like Never Before with Alternative Data
Savvy private equity investors use Thinknum's alternative data to bridge the information gap between public and private markets. Read on to learn how investors in private markets leverage alternative data for actionable insights.
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External Data Guide to People Analytics
Innovative HR leaders leverage external data to gain actionable insights on labor market trends. Download the External Data Guide to People Analytics to stay ahead of your competitors' hiring and recruitment tactics, employee sentiment, competitive job marketing, diversity and inclusion metrics, and more.
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Alternative Data & Nowcasting for Financial Markets
Enable Nowcasting with Real-Time Alternative Data Insights: Thinknum’s Alternative Data, updated daily, plugs the information gap for estimates of economic variables that are announced relatively infrequently and with long delays. The most innovative investors leverage alternative data to form complete signals around underlying economic activity in real-time.
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Conquer Growth Equity with Data-Driven Insights
As business activity comes online, new data trails are left behind. Savvy growth equity investors use this alternative data to plug the information gap between public and private markets. Read on to find out how Thinknum’s alternative web data can help you track business activity like never before.
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External Data for Consulting Firms: Insights and Use Cases
Many companies have achieved strong improvements in growth and productivity by collecting and using data from their own internal activities. Now, external web data – from social media activity, product reviews, employee sentiment, and more – are helping companies unlock further improvements in business outcomes. Read on to find out how the most innovative consultants are using Thinknum’s web data to help their clients edge out the competition.
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Alpha-Generating Insights for the Industrials Sector
As economic activity comes online, new data trails are left behind. The most innovative investors leverage this real-time data for actionable insights in the industrials sector. Thinknum’s alternative datasets power alpha-generating investment decisions across industrials companies.
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Alpha-Generating Insights for Healthcare Investors
As economic activity comes online, new data trails are left behind. The most innovative healthcare investors leverage this real-time data for actionable insights. Thinknum’s alternative datasets power alpha-generating investment decisions across the healthcare industry.
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Get a God's-eye View of European Markets
As economic activity comes online, new data trails are left behind. The most innovative investors leverage this data for alpha-generating insights. Thinknum’s alternative datasets power investment decisions across companies listed in all major European exchanges.
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Alternative Data Applications: A Guide for Small Cap Investors
Finding information on small companies is a time-consuming process that can yield trace quantities of traditional market data. But even the smallest companies leave behind swathes of actionable alternative data on the public web. The most innovative investors leverage this data for alpha-generating insights. The following use cases illustrate how Thinknum’s alternative datasets power investment decisions across companies under $2B in market capitalization.
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Generate Alpha in Australia
As economic activity comes online, new data trails are left behind. The most innovative investors leverage this data for alpha-generating insights. The following use cases illustrate how Thinknum’s alternative datasets power investment decisions across Australian companies.
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Alternative Data in the United Kingdom: Insights and Use Cases
As economic activity comes online, new data trails are left behind. The most innovative investors leverage this data for alpha-generating insights. The following use cases illustrate how Thinknum’s alternative datasets power investment decisions across UK companies.
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Using Alternative Data to Predict Auto Market Movements
Follow and forecast sales/inventory trends in the global auto industry. Dive deeper into the details where you can see the following items and more: unique car identifier (e.g.VIN), stock type (new, used), days in stock, price, year, make, model, mileage, derivatives (body, trim, transmission, engine, fuel, etc.)
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Weave Alternative Data into Your Long-Term Investment Strategies
Some investors think that alternative data is more useful for trading around earnings. That isn't the case anymore, as long term investors have been able to benefit from new research processes rooted on alternative datasets. Check out a few examples inside this guide.
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How VCs are Using Alternative Data to Find the Next Unicorn
Leading firms harness the power of alternative data to identify fast growing startups. Download our guide for VCs to see how you can leverage alternative data to track companies in realtime and find the top competitors for your investment decision.
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Alternative Data Guide for Retail Industry
Business intelligence officers and investors analyze retail industry in real time with alternative data. Download our Alternative Data Guide for Retail Industry to learn about the latest applications and datasets including - store openings and closures, product pricing, job listings and more.
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Alternative Data Report - How Urgent Care Centers Disrupt US Retail Healthcare
Sometimes a primary-care doctor isn’t available. Other times, an emergency room isn’t necessary. Somewhere in between is the growing urgent-care industry. We take a look at 12 of the biggest players in this new space that’s redefining retail healthcare.
Weekly Insights
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Apr 25, 2022
Alternative Data Big Tech: Week of 04/25
As many big tech companies prepare to enter Q1 earnings season in the first week of May, investors have their eye on shifting consumer trends. With e-commerce spending veering away from goods and towards services, check out our alternative data insights on Shopify, Mercado Libre, Apple, Airbnb and UberEats.
Apr 25, 2022 -
Apr 04, 2022
Alternative Data Financial Services: Week of 04/04
As big banks kick off their Q1 earnings season next week, what unique insights can alternative data give into the financial services industry? Check out our real-time alternative data insights on Wells Fargo, Morgan Stanley, RBC, JP Morgan Chase and ScotiaBank.
Apr 04, 2022 -
Mar 28, 2022
Alternative Data Energy: Week of 03/28
With rising fuel costs and a push for climate change action, all eyes are on renewable energy. Despite increasing demand, supply chain issues and materials costs are impacting earnings in the industry. As major players enter earnings season, check out our alternative data insights on Vestas, Nordex, Siemens Gamesa and Ørsted.
Mar 28, 2022 -
Mar 14, 2022
Alternative Data Russia / Ukraine: Week of 03/14
As sanctions aim to maximize economic pressure on Putin, businesses operating in Russia face severe scrutiny from customers and investors. International companies are navigating economic sanctions and the plummeting ruble; check out our alternative data insights on hiring in Russia, Philip Morris, MoneyGram and Veon.
Mar 14, 2022 -
Feb 28, 2022
Alternative Data Food & Beverage Industry + Ukraine: Week of 2/28
In the US food and beverage industries, sparkling water is still having its moment and pizza jobs are on the rise. As the impact of war in Ukraine is being felt across industries, alternative data can help track quick shifts. Check out our alternative data insights on the food and beverage industries plus changes in hiring trends in Ukraine and Russia.
Feb 28, 2022 -
Feb 21, 2022
Alternative Data State of Retail: Week of 2/21
Shifting pandemic shopping habits and retail price hikes have made for a fascinating week in e-commerce. As online sellers adapt to inflation and pandemic fluctuations, learn what our alt data insights can tell you about The Home Depot, Ebay, Etsy, Wayfair and Best Buy.
Feb 21, 2022 -
Feb 14, 2022
Alternative Data Commodities and Industrials Insights: Week of 2/14
Booming commodity prices have revived investor interest in mining companies —and their suppliers across the industrials sector. As major players enter their earnings season, check out our alt data insights on Rio Tinto, John Deere, Caterpillar, and more.
Feb 14, 2022 -
Feb 07, 2022
Alternative Data Automotive Insights: Week of 02/07
The switch to EVs, chip shortages and other supply chain headaches, and surging prices have kept the world’s eyes on the auto industry for the past two years. As major players report earnings in the coming days, check out our alt data insights on the automotive industry.
Feb 07, 2022 -
Jan 31, 2022
Alternative Data Big Pharma Insights: Week of 1/31
The biotech sector is off to its worst start to a year since 2016 and Moderna is amongst the worst performers in the S&P 500. As investors retreat from risk and rising interest rates raise concerns, check out our alt data insights on the pharmaceuticals industry.
Jan 31, 2022 -
Nov 22, 2021
Alternative Data Fast Fashion Insights
As fast fashion brands report third quarter earnings, investors turn to alternative data to understand how the return of bricks-and-mortar shopping will impact the fashion retail industry. Check out real-time alt data indicators on the major players in fashion retail – from companies including $JWN, $GPS, $URBN, $HNNMY, and more.
Nov 22, 2021 -
Nov 08, 2021
Alternative Data Tech Insights
All eyes are on Tech as major players report earnings this week. The future - driven by the Metaverse, the Space Race, and Crypto - has high stakes at play, so savvy investors are turning to alternative data to analyze the industry’s winners and losers. Check out some of this week’s most eye-catching tech insights captured by our data – including $TCEHY, $SPCE, $COIN, $PLTR, and more.
Nov 08, 2021 -
Nov 01, 2021
Alternative Data Hospitality Insights
It’s great to see the hospitality industry rebound as major players report earnings this week. It’s not all clear skies though, so savvy investors are turning to alternative data to analyze the recovery’s winners and losers. Download the report for some of this week’s most eye-catching hospitality insights captured by our data – including $ABNB, $MAR, $BKNG, $WH, and more.
Nov 01, 2021
Webinars
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Oct 19, 2020
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May 08, 2020
Tearsheets
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Investor Tearsheet
Introduction to Alternative Data for Institutional Investors followed by the summary of product features and coverage. Access the tearsheet to learn how Thinknum enables institutional investors to generate alpha-producing investment ideas and differentiated insights rooted in alternative data.
Comic Book
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Quest for Alpha
Thinknum, a data analytics startup for financial services, raised $11.6 million in Series A funding in March from Green Visor Capital. Because data analytics is an especially competitive industry, the Thinknum team had to get creative to get investors' attention while they were fundraising, so they ditched a traditional pitch deck in favor of a comic book called "Quest for Alpha."
Research Citations
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12/20/2022
Hiring Trends Across The Clean Energy Industry
Bank of America12/20/2022 -
10/19/2022
Bank of America: Haunted Housing
Bank of America10/19/2022 -
10/12/2022
Bank of America: Appliance Trends and Inflation Tracking
Bank of America10/12/2022 -
04/01/2022
Jefferies: UK Economy
Jefferies04/01/2022 -
04/01/2022
Jefferies: European Economy
Jefferies04/01/2022 -
04/01/2022
Jefferies: At Your Services: Poised for an Upturn -
Jefferies04/01/2022 -
04/01/2022
Jefferies: Employment Tracker
Jefferies04/01/2022 -
07/23/2020
JP Morgan: Eye on the Market
JP Morgan07/23/2020 -
05/14/2020
Goldman Sachs: ESG
Goldman Sachs05/14/2020 -
10/26/2019
Oppenheimer: Lending Club Corp
Oppenheimer10/26/2019 -
09/18/2018
Evercore: Labor Pains: The Impacts of Wage Inflation
Evercore09/18/2018 -
03/19/2018
Jefferies: Grocery Store Closings
Jefferies03/19/2018 -
03/12/2018
Jefferies: Leisure Fitness Wars
Jefferies03/12/2018 -
03/02/2018
Jefferies: Food & Convenience Retail
Jefferies03/02/2018 -
02/22/2018
Jefferies: Tax Reform
Jefferies02/22/2018 -
02/05/2018
Jefferies: Lowe's Update
Jefferies02/05/2018 -
01/10/2018
Jefferies: Weather and Stock Impact
Jefferies01/10/2018 -
01/05/2018
Jefferies: Food & Convenience Retail
Jefferies01/05/2018 -
11/10/2017
Jefferies: Retailing Broadlines/Hardlines
Jeffries11/10/2017 -
11/03/2017
Cowen: Chipotle Update
Cowen11/03/2017 -
10/05/2017
Jefferies: QSR
Jefferies10/05/2017 -
09/27/2017
Cowen: Chipotle Update
Cowen09/27/2017 -
09/17/2017
Cowen: Assessing Hurricane Irma
Cowen09/17/2017 -
08/31/2017
Cowen: Assessing Hurricane Harvey
Cowen08/31/2017 -
08/17/2017
Goldman Sachs: Americas Retail Specialty Hardlines
Goldman Sachs08/17/2017 -
07/24/2017
Wells Fargo: Floor and Decor Holdings Inc.
Wells Fargo07/24/2017 -
07/19/2017
Jefferies: Amazon vs. Whole Foods
Jefferies07/19/2017 -
06/26/2017
Wells Fargo: Playbook for today's new world in Grocery
Wells Fargo06/26/2017 -
06/14/2017
Jefferies MSA: Ocean Waves for Heat Waves
Jefferies06/14/2017 -
05/30/2017
Goldman Sachs: Americas Retail: Specialty Hardlines
Goldman Sachs05/30/2017 -
05/26/2017
Goldman Sachs: Dollar Tree Store Update
Goldman Sachs05/26/2017 -
05/15/2017
Jefferies: Fitness Wars
Jefferies05/15/2017 -
05/11/2017
Americas Retail: Specialty Hardlines
Goldman Sachs05/11/2017 -
05/11/2017
Goldman Sachs: Whole Foods Company Update
Goldman Sachs05/11/2017 -
04/12/2017
Oppenheimer: GrubHub Inc
Oppenheimer04/12/2017 -
04/05/2017
Evercore: CarMax - March Comp Holds Mid Single Digits
Evercore04/05/2017 -
03/31/2017
Goldman Sachs: Retail Specialty Hardlines
Goldman Sachs03/31/2017 -
03/03/2017
RBC: Capital Markets
RBC03/03/2017 -
02/15/2017
Jefferies: US Insights Trump
Jefferies02/15/2017 -
01/25/2017
Wells Fargo: Equity Research
Walmart01/25/2017 -
01/19/2017
Goldman Sachs: Dollar Stores, Grocers & Vitamin Retail
Goldman Sachs01/19/2017 -
01/19/2017
Oppenheimer: Lending Club Corp
Oppenheimer01/19/2017 -
10/26/2016
Stifel: Fitbit Earnings Preview
Stifel10/26/2016 -
10/11/2016
Goldman Sachs: Tractor Supply Petsense
Goldman Sachs10/11/2016 -
09/29/2016
Oppenheimer: Marketplace Lending
Oppenheimer09/29/2016 -
09/06/2016
Goldman Sachs: America's Retail Discount Stores
Goldman Sachs09/06/2016 -
08/24/2016
Goldman Sachs: America's Retail Department Stores
Goldman Sachs08/24/2016 -
08/12/2016
Evercore: Self Storage Private Operator Report II
Evercore08/12/2016 -
08/03/2016
Oppenheimer: Lending Club Initiation
Oppenheimer08/03/2016 -
07/26/2016
Goldman Sachs: America's Retail Supermarkets
Goldman Sachs07/26/2016