Intelligence
Repeating signals reveal structural patterns. These patterns show where value is moving, which business models are under pressure, and who is positioned to capture the new economics.
What Trends Track
Trends emerge when multiple high-similarity signals cluster within a defined timeframe. Individual signals capture specific market events. Trends reveal the underlying structural patterns driving industry transformation.
Each trend represents coordinated movement across multiple companies, sectors, or market forces. This coordination signals structural pressure—not random market noise.
From Signal to Trend
Real-time capture of market events: earnings reports, strategic announcements, acquisitions, leadership changes, regulatory developments.
Clustering algorithm identifies 3+ signals with high similarity scores within timeframe windows, revealing coordinated market movement.
Trends feed into Operator Notes and Perspectives, providing evidence for structural thesis development and strategic position formation.
Intelligence Pipeline
Trends are one layer of BdG Advisory's Intelligence work — alongside Signals, Operator Notes and Perspectives. Signals detect the shifts. Trends reveal the patterns. Perspectives form the positions.