Amenity Insights

Amenity Insights is the research and intelligence arm of Amenity Analytics. Powered by Amenity’s proprietary AI/NLP technology, Amenity Insights analyzes diverse pools of text data to uncover trends and information that highlights and lends context to the most compelling issues businesses face today.

Related Posts

November 26, 2019

Deception Spotlight: Smucker Jammed on Revenue Growth

We highlight The J. M. Smucker Company (SJM) following the company’s 2Q20 earnings call on 22 November 2019. Despite beating EPS estimates, the underlying story remains unsettling. Focusing more on the longer-term, our analysis finds questions about revenue have triggered deceptive answers by management in earnings calls at an increasing rate, which may further erode confidence given the ongoing calls for top-line improvements. This sort of evidence may provide fodder for bear theses and be a honeypot for activists. We narrate the context for our concern and detail deceptive language detected by Amenity’s NLP models.
November 21, 2019

Amenity Portfolio Analytics: Warren Buffett's Portfolio at Berkshire Hathaway

We pilot a method for using Amenity's NLP solutions to analyze earnings calls for multiple companies and scoring their impact on portfolios of diverse, unevenly distributed holdings. We analyze Warren Buffett's holdings at Berkshire Hathaway as a test case and detail the Oracle of Omaha's Amenity Portfolio Score with attribution at the position level. We find that Berkshire Hathaway's portfolio score is significantly greater than the average company score in our universe (>12k companies, >10 years), which is a function of Buffett favoring companies with positive Amenity Scores.
January 22, 2019

HAARETZ: Amenity Analytics Uses AI to Uncover Hidden Truths

Here Lies the CEO: Israel's Amenity Analytics Uses AI to Uncover Hidden Truths
October 16, 2018

BlackRock Earnings Call Analysis: BLK Analysis to Kick Off the Unofficial Start of Earnings Season

The unoffical start to earnings season provides us with the opportunity to analyze BlackRock's earnings calls with Amenity Viewer.