Home
Discover
Trends
Leaders
Trending Assets
Top investors this month
Trending Assets
Top investors this month
@snippetfinance
Snippet Finance
$13.5M follower assets
Snippet Finance is a curation of the most interesting snippets on stocks, investing and finance delivered in a short easy to digest form. To inform and inspire.
14 following631 followers
PortfolioPostsCommentsTradesWatchlist
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/26/2022
Snippet Finance
  • For followers here on Commonstock, the best way to keep up to date with Snippets is to subscribe to the newsletter which comes out twice a week.
  • You can do so here - https://snippet.finance/subscribe/
Snippet Finance
Subscribe | Snippet Finance
Snippets straight to your inbox, twice a week. Short and easy to digest. Stay informed, get inspired. "Concise and fascinating - Snippet is always a great read" Tom Morris, Fund Manager, Liontrust Asset Management * indicates required Email Address *
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/19/2022
Technology is Cyclical - Venture Investments Edition
  • Using a machine learning model Sparkline Capital were able to cluster firms in similar technologies and then look at how venture investment in these tech clusters evolved over time.
  • This leads to the following chart of cycles.
  • “In the dot-com bubble, venture capital firms threw money at internet companies. Next, Blackberry and iPhone ushered in the mobile age. Then, Facebook’s success sparked a wave of investment into social networks. Artificial intelligence grew steadily over the past decade, while blockchain burst on the scene a few years ago. Climate tech investment faded after an initial burst but is now seeing a resurgence.“
post media
Sparkline Capital
Liquid Venture Capital
We replicate the returns of venture capital with public equities and discuss how liquid assets can be used by innovation investors.
Undefined
@eggplant09/20/2022
This is pretty dope, will share this on Twitter later this week, thanks Snip!
Add a comment…
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/15/2022
CRO Industry
  • Outsourcing in the biotech and pharma industry continues unabated, projected to reach almost 50% penetration next year.
  • This is boosting contract research organisations (CRO) like $IQV $LH
  • Interestingly consolidation has been a big feature of the industry, and this expert call (professional investors can sign up for free two weeks to access) from Stream suggests more is to come.
  • Source.
post media
Joey Hirendernath
@joeyhirendernath09/15/2022
A really interesting insight about biotech and pharma. I guess CROs are designed to reduce costs for companies developing new medicines and drugs in niche markets this appears to be the commercial way forward for them and will definitely reduce the need for in-house trials or research.

Thanks for sharing Snippet
Add a comment…
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/14/2022
Open Access Research
  • Strikes me as a very important move by the US towards “open access” academic research.
  • By 2026 all US federal agency funded research must be free to read immediately on publication.
  • This has been talked about for a very long time.
  • In a recent transcript from Stream by Alpha Sense (institutional investors can sign up with a work email for two free weeks here), a former Elsevier Director, argued the effect on $RELX business will be a “small negative” as they will find ways to charge for ancillary parts of research (reviews, data etc). The hit to smaller publishers will be worse.
post media
stream.alpha-sense.com
AlphaSense
AlphaSense
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/12/2022
Energy Sector
  • The Energy sector continues to see upgrades and as a result is the cheapest it has been vs. the market.
  • It is worth remembering that the energy sector was nearly 25% of the US market in 1980 and 15% in 2008. Today it is just under 5%.
  • $XLE
post media
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/09/2022
UK Top 10 most shorted stocks
  • Always interesting to check in to see what the top most shorted stocks are in the UK.
  • Six of the top ten are directly or indirectly exposed to UK consumer.
  • NB – Regulation requires any funds short more than 0.5% outstanding to disclose daily, and this handy site makes the raw FCA data more presentable.
  • $KGFHY $ASOMY
post media
FCA
Notification and disclosure of net short positions
The EU Short Selling Regulation (SSR) introduced a private and public notification regime for investors who hold net short positions in certain financial instruments. We explain notifications and disclosures below.
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/08/2022
Equity Risk Premium
  • Despite the fall in equities this year, the ERP has hardly budged.
  • The current level suggests equities aren’t particularly attractive, especially in the US.

post media
Valuabl
@valuabl09/08/2022
I concur. Investors reckon equities are as risky as they have been, on average, for the past decade
Add a comment…
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance09/06/2022
Global Remittance Costs
  • One big positive of the Fintech boom and financials competition has been this chart.
  • The cost of sending money cross-border has fallen to 5% (still far too high).
post media
Reasonable Yield
@reasonableyield09/06/2022
Interesting data here, I would have assumed it to be lower than 5%, and I agree, that is still far too high.
Add a comment…
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance08/19/2022
Nature is healing
  • Adobe digital price index is back in deflation.
  • "July is the first month where e-commerce entered deflation, after 25 consecutive months of persistent inflation online. Most of the categories tracked by the DPI (14 out of 18) saw month-over-month (MoM) price decreases in July."
  • Full report.
  • $AMZN
post media
news.adobe.com
Adobe Digital Price Index: E-Commerce Enters Deflation for the First Time in Over Two Years
Online prices dropped 1% year-over-year and 2% month-over-month in July Electronics, apparel and toys drove down prices online, while food costs remained elevated Consumers spent $73.7 billion online in July, down from $74.1 billion in June Adobe (Nasdaq:ADBE) today announced the latest online inflation data from the Adobe Digital Price Index (DPI), powered by Adobe Analytics . In July 2022, online prices decreased 1% year-over-year (YoY)—after increasing 0.3% YoY in June and 2% YoY in May—and d
Snippet Finance's avatar
Snippet Finance
$13.5MFollowers
@snippetfinance08/12/2022
Index inclusion ain’t what it used to be
  • According to Morningstar data, inclusion into an index no longer attracts the usual rise (on announcement) and then fall in stock price.
  • “Indeed, the up-and-down trajectory that was once the fingerprint of the index inclusion effect now resembles a flat line that runs from announcement date through the weeks following inclusion in the S&P 500.“
post media
Morningstar, Inc.
The Index Inclusion Effect Isn't Cause for Concern
The once-powerful benchmark bump has dissipated over time.
Watchlist
Something went wrong while loading your statistics.
Please try again later.
Already have an account?