Little Startup

February 15, 2019

SEC Filing Analysis: What Chased the Oracle of Omaha out of Oracle?

The latest 13-F SEC filing from Berkshire Hathaway indicated the company had sold its $2.1B holding in Oracle which was only established the previous quarter. For answers we used our text analytics platform to look back at the last two earnings call transcripts, and uncovered one hot button issue that may be the culprit.
February 12, 2019

The Downside of Tax Code Changes: Who Could be Vulnerable to Smaller Refund Checks?

We measure what refund impacts the 2018 Tax Cuts and Jobs Act might have on consumer spending by using our NLP platform to review earnings from the last tax refund delay of 2017. A query of earnings sentiment featuring the phrase "tax refund delay" reveals which companies might also be impacted in 1Q 2019.
February 6, 2019

Emerson Earnings Analysis: A Sign of China Improvement Overall?

Emerson's FY1Q revenue missed consensus estimates, but our NLP analysis uncovered a clear uptick on China, and a positive skew in forward-looking commentary which mirros similar sentiment in the Industrials sector. The data suggests China could be improving overall.
February 1, 2019

Amenity Forecast Index: Marginal Improvement From the Lows

Our weekly Forecast Index update reveals forward-looking commentary improving from 12-month lows, China reaches status quo, and Industrials continue to provide positives.
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