Practical analysis for investment professionals
07 October 2013

A Successful Challenger to Traditional Earnings Estimates: Estimize (Video)

Leigh Drogen, CEO of Estimize, specializes in smart, dangerous ideas. In fact, Estimize is disrupting the stuffy, oligopolistic world of traditional earnings estimates long dominated by global investment banks. A recent independent scientific paper has demonstrated that Estimize’s earnings estimates are more accurate than those published by traditional players.

In this edition of CFA Institute’s Take 15 series, he discusses the inspiration for Estimize, its success relative to the traditional earnings estimate cotillion, and more.



Here is what you can expect inside the video:

00:00 – 00:50     Introduction

00:50 – 02:08     How is Estimize different from what the sell side has done traditionally?

02:08 – 03:50     What is the importance of the algorithms that Estimize uses?

03:50 – 04:28     How accurate are the earnings estimates on Estimize?

04:28 – 05:46     What is the sell side’s reaction to such a disruptive force?

05:46 – 06:29     What is the buy side’s reaction to a more accurate source for earnings estimates?

06:29 – 08:07     Where can I find Estimize’s earnings estimates?


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)
Jason Voss, CFA

Jason Voss, CFA, tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor. Previously, Jason was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund to noteworthy returns. He holds a BA in economics and an MBA in finance and accounting from the University of Colorado.

Ethics Statement

My statement of ethics is very simple, really: I treat others as I would like to be treated. In my opinion, all systems of ethics distill to this simple statement. If you believe I have deviated from this standard, I would love to hear from you: jason@jasonapollovoss.com

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