i quit. next steps to take when blinded by the market

21
I QUIT. NEXT STEPS TO TAKE WHEN BLINDED BY THE MARKET. SUPER NOVA SOUTH * OCTOBER 7, 2015 DAVID AFERIAT, CO-FOUNDER, MANAGING PARTNER A CTIONABLE MARKET I NTELLIGENCE

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Page 1: I Quit. Next Steps to Take When Blinded by the Market

I Q U I T. N E X T S T E P S T O TA K E W H E N B L I N D E D B Y T H E M A R K E T.

S U P E R N O VA S O U T H * O C T O B E R 7 , 2 0 1 5

D AV I D A F E R I AT, C O - F O U N D E R , M A N A G I N G PA R T N E R

A C T I O N A B L E M A R K E T I N T E L L I G E N C E

Page 2: I Quit. Next Steps to Take When Blinded by the Market

“ I N T H E N E X T 1 0 Y E A R S , E V E R Y O N E W I L L B E U S I N G S O M E F O R M O F A U T O M AT E D I N V E S T M E N T S E R V I C E . T H I S I S L I K E E - C O M M E R C E I N T H E ’ 9 0 S . ”

W E A LT H F R O N T C E O A D A M N A S H

Page 3: I Quit. Next Steps to Take When Blinded by the Market

S O U R C E : I D C : W O R L D W I D E B U S I N E S S A N A LY T I C S S O F T W A R E 2 0 1 2 – 2 0 1 6 F O R E C A S T

B I G D ATA G E T T I N G B I G G E R

Available for automation

Page 4: I Quit. Next Steps to Take When Blinded by the Market

S TAT I S T I C S S H O W T H AT 5 7 M I L L I O N N O R T H A M E R I C A N S A R E B E T T I N G $ 4 6 5 A Y E A R O N FA N TA S Y S P O R T S , M A K I N G I T A $ 2 7 B I L L I O N B U S I N E S S .

FA N TA S Y S P O R T S

S O U R C E : FA N TA S Y S P O R T S T R A D E A S S O C I A T I O N

N O N - S T R U C T U R E D B I G D A TA E X A M P L E S : S O C I A L M E D I A , P R O D U C T U S A G E , N A V I G A T I O N

Page 5: I Quit. Next Steps to Take When Blinded by the Market

I N 2 0 1 2 , F I T B I T R E C O R D E D S A L E S T O TA L I N G $ 7 6 M I L L I O N . I N T H E M O S T R E C E N T F U L L Y E A R , 2 0 1 4 , T O TA L S A L E S W E R E W O R T H $ 7 4 5 M I L L I O N .

F I T B I T I N C . ( N Y S E : F I T )

S O U R C E : S M A R T E R A N A LY S T. C O M

Page 6: I Quit. Next Steps to Take When Blinded by the Market

R F I D S O L U T I O N S E N A B L E A I R L I N E T E C H N I C I A N S T O G E T I N F O R M AT I O N B Y W A L K I N G T H E C A B I N A B O U T R O TA B L E PA R T S R E D U C I N G I N V E N T O R Y A N D M A I N T E N A N C E L E A D T I M E B Y M O R E T H A N 9 0 % - D O I N G I N 3 M I N U T E S W H AT T O O K P R E V I O U S LY 3 H O U R S .

A E R O S PA C E & S U P P LY C H A I N

S O U R C E : M A I N TA G

Page 7: I Quit. Next Steps to Take When Blinded by the Market

I N 2 0 1 2 S P E C I A L I Z E D L I D A R L A S E R S E N S O R S T H AT G O O G L E U S E S O N I T S A U T O N O M O U S V E H I C L E S C O S T M O R E T H A N $ 7 0 , 0 0 0 . T H I S Y E A R , T H E M A N U FA C T U R E R R E L E A S E D A M I N I AT U R I Z E D V E R S I O N T H AT C O S T S O N E - T E N T H T H E P R I C E .

D R I V E R L E S S A U T O M O B I L E S

S O U R C E : K L E I N E R P E R K I N S C A U F I E L D & B Y E R S , J A N U A R Y 2 0 1 5

Page 8: I Quit. Next Steps to Take When Blinded by the Market

W H AT E L S E I S E V E R Y O N E G O I N G T O D O I N T H E I R C A R S B E S I D E S D R I V I N G ?

Page 9: I Quit. Next Steps to Take When Blinded by the Market

I D E A > R E S E A R C H > E X E C U T E

Page 10: I Quit. Next Steps to Take When Blinded by the Market
Page 11: I Quit. Next Steps to Take When Blinded by the Market

1 . K N O W L E D G E 2 . P R A C T I C E 3 . Q U A L I T Y O F D E C I S I O N S 4 . B AT T L E O F E G O , P S Y C H O L O G Y

W H O H A S T H E T I M E O R D E S I R E ? B A R R I E R S T O E N G A G I N G T H E M A R K E T S

Page 12: I Quit. Next Steps to Take When Blinded by the Market

" W H E N T H I N G S A R E B A D , T R Y N O T T O PA N I C . B U T I F T H E R E ' S N E E D T O PA N I C , PA N I C E A R LY. ”

@ P R E S T O N M O O R E O N T H E C Y C L E S O F E G O & E M O T I O N :

Page 13: I Quit. Next Steps to Take When Blinded by the Market

“ F I R S T W AV E O F B I G D ATA S H O W C A S E D T H E I N S I G H T F R O M A N A LY S I S A N D P E R S P E C T I V E .

T H E S E C O N D W AV E O F B I G D ATA I S A U T O M AT I N G A C T I O N S B A S E D O N S U C H P E R S P E C T I V E A N D D ATA . ”

D A V I D A F E R I A T, @ T R A D E I D E A S

Page 14: I Quit. Next Steps to Take When Blinded by the Market

PAT T E R N R E C O G N I T I O NH O W T R A D E I D E A S D O E S I T:

Page 15: I Quit. Next Steps to Take When Blinded by the Market

A I D I R E C T E D E V E N T- B A S E D B A C K T E S TH O W T R A D E I D E A S D O E S I T:

S O U R C E : T R A D E I D E A S B A C K O F F I C E , A I I N P U T R E P O R T

Page 16: I Quit. Next Steps to Take When Blinded by the Market

F I E L D I N G T H E B E S T T E A M D A I LYH O W T R A D E I D E A S D O E S I T:

Page 17: I Quit. Next Steps to Take When Blinded by the Market

I N F O R M AT I O N A N D D ATA D E P E N D O N T H E P E R S P E C T I V E F R O M W H I C H W E L O O K AT T H E M

Page 18: I Quit. Next Steps to Take When Blinded by the Market

W H AT C A N T H I S D O ?E X E R C I S E :

Page 19: I Quit. Next Steps to Take When Blinded by the Market

" N O W A D AY S  W E  C A N  A N A LY Z E   I N F O R M AT I O N  F R O M  P E R S P E C T I V E S  T H AT W E  H AV E  N E V E R  D R E A M E D  O F  B E F O R E . ”

S O U R C E : J U A N  PA B L O  C A R R E R O ,  S T R A T E G I C  P L A N N E R  A T  W U N D E R M A N  S PA I N , O C T 2 0 1 5

Page 20: I Quit. Next Steps to Take When Blinded by the Market

R I S E O F T H E C O N C I E R G E B O T

S O U R C E : “ F O R G E T A P P S , N O W T H E B O T S TA K E O V E R ” S E P 2 9 , 2 0 1 5 B Y B E E R U D S H E T H

Page 21: I Quit. Next Steps to Take When Blinded by the Market

W E ’ R E R E C L A I M I N G F O R I N V E S T O R S C O N T R O L O F T H E I R E N G A G E M E N T W I T H T H E M A R K E T S .

A C T I O N A B L E M A R K E T I N T E L L I G E N C E