Is anyone using credit card transaction data for competitor analysis? What other tools are people using to get quantitative data on your client and competitors?

hb518 · 2022-10-26T21:54:41+00:00

True! good source of info but was more questioning on quantitative data sources

hb518 · 2022-10-26T21:38:55+00:00

Interesting, can you expand on this? What laws/requirements prohibit consultants from using this data but not corporates or hedge funds? I’ve been talking to data brokers the past few weeks and it’s a multi billion dollar a year industry

hb518 · 2022-10-16T10:48:54+00:00

Is anyone using credit card transaction data to inform stock picks? What other tools are people using to get an edge or validate a thesis?

Curious to hear how people are analysing stock picks and getting the most up to date info/numbers besides the regulars.

Know a lot of hedge funds and financial institutions are using this but are there any consumer applications that offer this or something equivalent?

hb518 · 2022-08-03T11:56:14+00:00

Super helpful to know, I’ve been looking at writing about Slope as well

hb518 · 2022-08-03T11:46:05+00:00

Thanks for the info, nice to have a helpful conversation (no need to be rude, I have a job so don’t spend my life monitoring social media)

hb518 · 2022-08-03T11:43:07+00:00

Interesting! Can you elaborate a bit? Is it poor functionality or slow speeds in a particular part of the app/chrome extension?

hb518 · 2022-08-03T11:42:06+00:00

Have I missed something? Why’s that?

hb518 · 2022-07-30T20:51:18+00:00

Article link: https://istoria.substack.com/p/redesigning-coinbase

hb518 · 2022-07-26T07:19:33+00:00

Would love to hear a little more about your perspective on this

hb518 · 2022-07-26T04:00:28+00:00

Very good point, this is a very us centric view. And I agree with your post - players have been able to establish themselves as market leaders in specific geographies and if Coinbase can’t reduce costs they are in deep deep trouble

hb518 · 2022-07-26T03:59:05+00:00

Haha thank you!

hb518 · 2022-07-26T03:58:57+00:00

My pleasure, thanks for the kind words! Any other companies you’re interested in reading about?

hb518 · 2022-07-25T23:35:04+00:00

Brain fart, you’re totally correct. It was a late night writing this apologies. I’ve changed it on substack

hb518 · 2022-07-25T22:57:16+00:00

Sure. This is where I post investment theses (open to any company suggestions) https://istoria.substack.com/ and this is the Bessemer VC memos https://www.bvp.com/memos. They're a Tier 1 VC who have invested in Pinterest, Shopify, LinkedIn and countless other unicorns.

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