The Evolution of Social Finance
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Transcript of The Evolution of Social Finance
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The Evolution of Social FinanceIncentives, identity, open vs. closed systems, structured and unstructured data
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In the old days, information would flow through the pitIn the old days information would flow through the pit
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Then everyone went upstairs....Then everyone went upstairs....
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....to sit behind their computers...to sit behind their computers
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TheStreet.comBloomberg
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TheStreet.comTheStreet.com
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Yahoo Finance Message Boards
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BlogsBlogs
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Motley Fool CapsMotley Fool Caps
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Seeking AlphaSeekingAlpha
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SumZeroSumZero
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TwitterTwitter
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StockTwitsStockTwits
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EstimizeEstimize
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2,400+ buy side and independent analysts2,400 buy side and independent analysts
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Estimize data used for algorithmic trading and front end analyticsBlack box trading and front end analytics
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Marbles in a jar and needles in the haystackMarbles in a jar / Needles in the haystack
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Agnostic towards identitiesAgnostic towards identities
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Slicing and dicing based on corpusSlicing and dicing based on corpus
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Layers of dataLayers of data
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Sort and FilterSort and filter
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Save filters, get alertedSave filters, get alerted
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Select Consensus (weighted average)Select consensus (weighted average)
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Q1 2013 stats
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IncentivesWhy do we share and what are the incentive structures that drive social finance?
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Ego
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Feedback
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The system
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Build reputation and career
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Measure up
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Talk your book
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Gain access
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IdentityFrom complete anonymity to full transparency, how and when does identity matter?
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Fully Transparent
Completely Anonymous
Real name, structured bio
Username, structured bio
Username, structured bio
Real name
Real name
Username
Username
Username
Username
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Open vs. closed systemsStructuring access to read and publish, curation, and exclusivity.
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Closed
Open
Give to get, buy side only to contribute and read
Reliability algo, manual curation
Algo and manual filtering
Invite only to contribute
Invite only to contribute, anyone comments, little curation
Costs $2,200/month
Free-for-all
Free-for-all
Free-for-all
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Structured and unstructured dataInputs, outputs, and uses of content and data.
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Unstructured
Structured
140 characters, tickers, bullish/bearish, chart, video
Text
Text, price target, expected return, writeup quality, tickers
Outperform/underperform, time frame, ticker, limits, text
EPS estimate, revenue estimate, quarter, ticker, text
140 characters
Text, post tagged with tickers
Text, post tagged with tickers
Text, posted on ticker board
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The social finance gravity well
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Leigh DrogenFounder and CEO
(914) - 582 - 1295
WeWork Labs, 175 Varick Street 4th FloorNew York, NY 10014