New to edgarWebR 0.2.0 are functions for parsing SEC documents. While there are good R packages for XBRL processing, there is a gap in extracting information from other document types available via the site. edgarWebR currently provides functions for 2 of those -
parse_submission() - Processes a raw SGML filing into component documents. These are the ‘Complete submission text file’ on filing pages. Similar to zip files, they contain all the files included in particular submission.
Nothing in this article should be considered as investment advice
Overview In the US, publicly traded companier are required to publish an annual report, called a 10-K. In addition to basic financial information, these reports include management commentary and a disclosure of perceived risks. While the financials are typically where analysts focus, attention is given to reading between the lines of the typically bland and risk adverse narrative sections.
I got interested in using R to automate the process of grabbing the 10K from the SEC website, parsing out the narrative sections, and applying basic sentiment and text analysis.
There are plenty of packages for R that allow for fetching and manipulation of companies’ financial data, often fetching that direct from public filings with the SEC. All of these packages have the goal of getting to the XBRL data, containing financial statements, typically in annual (10-K) or quarterly (10-Q) filings.
SEC filings however contain far more information. edgarWebR is the first step in accessing that data by providing an interface to the SEC EDGAR search tools and the metadata they provide.
Patreon is a delight to scrape. Actually, scrapping is the wrong word for it – the frontend of Patreon is a react application that calls a number of very sensibly designed json end points. Call the same endpoints and you get delightfully clean json that exactly matches what gets displayed on the site.
A disclaimer – this is undocumented as far as I can tell – the publicly documented API (JS Implementation) is targeted at creators and provides access to privately information only visible to creators.
Inspired by the launch yesterday of the Patreon funding campaign for Movies with Mikey, a movie analysis YouTube channel, I’ve performed some rudimentary analysis of how Patreon donors fit into donation tiers.Movies with Mikey Patreon
A quick primer – Patreon allows creators to collect donations from supporters on an ongoing basis as opposed to a one-time engagement as with Kickstarter. Donations can be by month or by produced work. While various donation levels provide perks or recognition, Patreon tends to be more focused on “support” than perk compared to other funding platforms.
When Amazon made their move to create Twitch Prime (in what I called the best marketing move of all time), they had all the data – cross usage rates, demographics, subscription rates, etc. Now as we look from the outside, particularly as we’ve developed a number of alternate hypothesis, can we see and evaluate the success of the program?
As outsiders, while we don’t have direct access to the data, there are a number of point we can observe.
I proposed yesterday that Twitch Prime is an amazing move by Amazon to help turn streamers into salespeople for Amazon Prime. Clearly, people love the new program and perks – it is showing up all over twitch in channels I follow. For example –Twitch Prime Sign-up banner for The Attack
If you want to hear 10 minutes of Amazon love, here’s Day9 and friends discussing Twitch Prime and how great Amazon Prime is (beyond just for the twitch offerings…).