What’s Causing the Supply-Chain Shortage?

TL;DR

Battlefin's president, Tim Harrington, discusses the significance of alternative data in making investment decisions and introduces the company's ensemble platform at Salt New York.

Transcript

welcome to the salt sideline report i am leanna  hawkins and we are here at salt new york standing   with tim harrington the president of battlefin  welcome oh well thanks for having me i mean how   great is it to be back in person i mean like after  being locked at home for 18 months i'm just like   ecstatic to be talking to people walking around ... Read More

Key Insights

• 😫 Battlefin's ensemble platform offers a wide range of alternative data sets, including satellite imagery, geolocation, and subscriber growth numbers.
• 🦔 The platform is used by quantitative hedge funds, fundamental discretionary managers, and corporate customers, offering insights into supply chains, competition, and market trends.
• 🍃 Alternative data fills the gap left by solely relying on company-provided data, giving investors a more comprehensive understanding of the market.
• 🔒 There is significant demand for alternative data related to private company investments, as more funds explore earlier stage investments.
• 💄 Battlefin's ensemble platform makes it easier for investors to access and utilize alternative data, empowering them to make data-driven investment decisions.
• ❓ The COVID-19 pandemic resulted in a greater appreciation for alternative data, as investors sought unique insights to navigate uncertain markets.
• 👻 By leveraging alternative data, investors gain a competitive edge, allowing them to identify trends, forecast market movements, and make timely investment decisions.

Questions & Answers

Q: What led to the development of Battlefin's ensemble platform?

Tim Harrington's background in finance and the need for alternative sources of information motivated the creation of the platform, leveraging publicly available data, such as satellite imagery and geolocation, to gather unique insights.

Q: Who are the primary users of Battlefin's ensemble platform?

Initially geared towards quantitative hedge funds, the platform has evolved to attract fundamental discretionary managers, analysts, and corporate customers. Companies, such as Apple, use the platform to gain insights into their supply chains and competition.

Q: How does Battlefin's ensemble platform help investors navigate market trends?

The platform allows users to analyze various data sets and ask specific questions related to market trends, such as inflation. By organizing and interpreting the data, investors can gain a better understanding of the market and make more informed decisions.

Q: What is the significance of alternative data for private company investments?

With many funds now investing in private companies, there is a growing demand for alternative data related to these investments. Battlefin aggregates private company data sets, providing investors with valuable insights to uncover alpha and make well-informed investment decisions.

Summary & Key Takeaways

• Tim Harrington highlights the importance of alternative data in investment decisions and the limitations of relying solely on company-provided information.

• Battlefin's ensemble platform offers a wide range of alternative data sets, including satellite imagery and app tracking, to help investors make more informed decisions.

• The platform is used by quantitative hedge funds, fundamental discretionary managers, and corporate customers to gain insights into supply chains, competition, and market trends.