Insights archive

YTD

YTD Comparisons: Benchmarking Success

In the world of finance and investing, there’s an array of terms and financial ratios that can sometimes make things seem more complex than they really are. One such term, which is often used to gauge a company's performance, is YTD, or “Year-to-Date.” But what does YTD mean?

Keyword Alerts CACI

Investor Relations

Keyword Alerts: Instantly Know When Words Are Mentioned

Imagine being the first to know when a public company mentions a specific word or topic in an earnings call, and then instantly jumping into the call to listen to what they have to say about it. From mentions of products, market trends, and key metrics to announcements of spin-offs, strategic reviews, special dividends, or even CEO changes – crucial information is now within easy reach using Keyword Alerts in the Quartr Mobile App.

Push Notifications

Investor Relations

Push Notifications From the Public Markets

Investing in the stock market is like playing a high-stakes game of chess. The difference? In chess, the moves unfold right before your eyes, but in the stock market, crucial moves are often tucked away in earnings reports, earnings calls, capital market days, and investor conferences.

Next Big Thing

Company Research

You Don't Have to Chase the "Next Big Thing" to Achieve Great Returns

In the investing world, there's often a lot of buzz around the "next big thing." Whether it's the latest tech startup, a revolutionary product, or a new industry trend, many investors get caught up in the excitement and rush to invest in hopes of striking gold.

Highlighting

Investor Relations

Highlighting: Your Capital Markets Notetaker

Isn’t recalling important insights from earnings calls, capital market days, M&A announcements, and investor conferences unnecessarily complicated? Let us introduce – Highlighting!

Nomad Costco

Investment Strategy

Investing Mastery with Nick Sleep: Nomad's Costco Investment

Nick Sleep remains a mysterious figure in the world of investing and has avoided giving barely any interviews. He and his companion Qais Zakaria, together forming the Nomad Partnership, boasted an astounding 921% investment return between 2001-2014, dwarfing the MSCI World Index's 117% return during the same timeframe.

Timeline Trends

Investor Relations

Timeline: Track the Frequency of Mentions Over Time

With events such as earnings calls, capital market days, and investor conferences serving as crucial sources of information for financial analysts, investors, and journalists, professionals are in search of tools that can help them analyze data beyond mere surface-level mentions.

Slide Search

Investor Relations

Slide Search: Scan Specific Mentions in Presentations

In today’s information overflow you’ve probably experienced how hard it sometimes is to find the true facts, especially in investing. Going straight to the first-party data can give you cleaner, more accurate insights into your companies and industries of interest.

Ray Dalio

Investment Strategy

The Ray Dalio Approach to Finance and Life

Ray Dalio is not just another name in the financial world. He's the founder of Bridgewater Associates, the second largest hedge fund in the world. He's best known for his macro investing strategies and his unique principles of radical transparency.

Carl Icahn

Investment Strategy

Carl Icahn: A Wall Street Titan

For anyone familiar with Wall Street, Carl Icahn's presence is unmistakable. His influence in the stock market and his activist investment strategy have shaped the trajectory of multiple companies and fortunes for several decades.

Phil Fisher

Investment Strategy

The Timeless Investment Wisdom of Philip Fisher

In the world of finance, few names shine as brightly as Philip Fisher's. His insights and methods have left a permanent mark on the investing landscape. To this day, several of the greatest investing minds, including Warren Buffett, admit to being influenced by Fisher's strategies and thinking.

Topics

Investor Relations

Topics: Leveraging AI to Streamline Industry and Company Insights

In the fast-paced world of investing, where staying informed is crucial, time is of the essence. Whether you're an investor, analyst, journalist, or an investor relations professional, the need to quickly and accurately grasp the pulse of entire industries or specific groups of companies is paramount.

10 Nordic Mid Small Caps

Company Research

10 Impressive Nordic Mid/Small Cap Companies You Should Know About

The Nordic region, comprising Denmark, Finland, Iceland, Norway, and Sweden, has long been recognized for its robust economies, innovation, and a flair for producing globally recognized companies.

History Mode in Slides showing changes in repetitive slides over passed quarterly events

Investor Relations

History Mode: Tracing Corporate Narratives

In the vast landscape of corporate presentations, there’s one tool that is changing how analysts, investors, and industry observers are understanding companies: History Mode. This Quartr Web App feature allows users to track the evolution of specific companies' most commonly used slides.

Mentioned by let's you stay in the know when a company of interest is mentioned by customers, suppliers, competitors, or any other participant in the public markets.

Investor Relations

Mentioned By: Keep Track of Company Mentions

Stay in the know when a company of interest is mentioned by customers, suppliers, competitors, or any other participant in the public markets.

Mockup of Financial Estimates and Segment Data in Quartr Core

Investor Relations

From Analyst Forecasts to Financial Segment Data

Accurate and timely data is crucial for making informed investment decisions. While many platforms and resources claim to offer in-depth financial details, few truly deliver—especially without a hefty price tag. This is where Quartr Web App stands out.

19 20 21 22 23 24 25..