Swipe. Tap. Insert. Click. That was you transacting with your credit card just now. With 40+ billion transactions in the US annually1, it’s clear that customer transaction data is extremely valuable. Properly analyzed, transaction data tells the story of a company’s growth trajectory in a way nothing else can. It uncovers the who, what, when,…
Tag: quant
The earnings mirage: a review by Hum capital’s quant team
The Quant Team at Hum Capital selected “The Earnings Mirage,” by the team at O’Shaughnessy Asset Management (“OSAM”), as its top research article for 2020.
The new normal
Great businesses grow in times of crisis as economic stress creates opportunity. The New Normal Index tracks falling customer acquisition costs and increasing revenue growth for 13 industries whose secular tailwinds have accelerated since March.