The Human Alpha: Why The Next Investment Edge Is Qualitative Data [Forbes]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Forbes
In the relentless pursuit of alpha, investors have long turned to quantitative data—the hard numbers of earnings reports, balance sheets and economic indicators. Just look at the myriad quant fund managers making a comeback in 2025. The industry has built complex models and algorithms to parse all this "big data" at lightning speed. But in a market where everyone has access to the same Bloomberg terminals and SEC filings, the quantitative edge is rapidly diminishing. I believe the next frontier for outperformance won't be found in a new number; it will be found in the words between the numbers. I encountered a few such service providers doing just that while attending Hong Kong's 10th Annual FinTech Week earlier this month. Specifically, I'm referring to the systematic analysis of qualitative data : the nuanced language in earnings call transcripts, the subtle shifts in regulatory filings, the geopolitical sentiment in newsfeeds and the operational realities hinted at in supplier
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IBM
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- 10/22/25 - Beat
IBM
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- 11/14/25 - Form 4
- 11/7/25 - Form 4
- 11/7/25 - Form 25-NSE
- IBM's page on the SEC website