We transform Expert Insights into actionable intelligence for investing

Investors today have plenty of information at their fingertips: earnings calls, sell-side notes, and endless data feeds crowd the landscape. Yet what often drives real performance are the insights that rarely make it into public filings: operator-level context on supply chains, pricing pressure, demand signals, or competitive dynamics.

This is the value of Expert networks: it provides access to domain experts who can validate (or invalidate) the core business assumptions behind an investment thesis. Instead of relying only on polished corporate narratives, investors gain clarity from industry insiders who really understand the levers shaping performance in real time and can also surface insights hard to uncover for outsiders, such as a company’s internal dynamics, strategic priorities, or the influence of key players across its value chain.

At Bigdata.com, we’ve launched the Expert Networks Package, powered by Knowledge Ridge, to make this intelligence scalable and investable. Through curated interviews and consultations, we deliver direct, actionable insights across 158 sub-industries and 80+ countries, with new interviews added every quarter.

The Expert Networks Package is meant to integrate easily into an investment process. Investors can leverage it to monitor markets for early shifts, validate or challenge core assumptions, uncover competitor positioning, and spot emerging trends that can generate both long opportunities and short alpha.

See Expert Networks in action: analyzing semiconductors

Let’s say you are a portfolio manager managing a $5B long/short equity book with semiconductor exposure. You’re monitoring ASML and TSMC closely, two critical players whose profitability is shaped not just by technological leadership, but also by the structure of the global supply chain and raw material pressures.

With @expertnetworks, you can prompt:

What emerging technologies could help semiconductor companies reduce raw material costs and supply chain vulnerabilities?

Within seconds, you receive a synthesis of expert interviews showing how semiconductor companies are tackling both costs and supply chain risks. Advances in sustainable materials, recycling, and circular economy models are reducing waste and easing raw material dependence, while EUV lithography, chiplet architectures, and advanced packaging improve efficiency without the expense of constant node scaling. At the same time, resilience is taking center stage: firms are deploying digital control towers, IoT-enabled logistics, and AI-driven risk modeling, while diversifying suppliers and inventory strategies to mitigate vulnerabilities around rare-earth inputs and TSMC’s concentrated capacity.

You can then follow up with:

@expertnetworks What are the potential cost savings and ROI for semiconductor companies implementing chiplet-based design and advanced packaging technologies?

and get a comprehensive overview of the avenues for cost savings and improved ROI:

For a portfolio manager, this context clarifies the structural drivers of profitability, surfaces risks that could challenge margins, and highlights where competitive dynamics may shift. Rather than relying on polished corporate narratives, you gain a view rooted in operator-level insights. This helps you build conviction, calibrate risk, and articulate an investment thesis that resonates with both your committee and your clients.

Build conviction with better intelligence

The Expert Networks Package gives users an information advantage that consensus-driven sources simply can’t replicate. You can access it today in the Bigdata app under ‘Expert Networks’ or type @expertnetworks in chat. For API integration, specify the package’s source_id to feed these insights directly into your monitoring dashboards and investment workflows.