https://newtalk.tw/news/view/2019-07-09/270210
私人飞机泄商机？科技公司追踪路线 成功预测投资动向
新头壳newtalk | 邓天心 综合报导
发布 2019.07.09 | 12:47
想要知道最新的投资决策，现在在商业市场上不少公司，类似对冲基
金等企业开始追踪私人飞机的行踪。
研调公司Gordon Haskett Research Advisors四月时写了一份报告，
预测了巴菲特的控股公司波克夏海瑟薇（Berkshire Hathaway）将投
资西方石油公司（Occidental Petroleum Corp）根据Quandl提供的
数据，西方石油谈合作投资的私人飞机飞往波克夏海瑟薇的据点，第
二天，波克夏海瑟薇就向西方国家石油投注100亿美元现金。
在2018年时，牛津大学和瑞士联邦科学与科技部门（Switzerland’s
federal Science and Technology department）就联手一份调查，
追踪三十多家上市公司的飞机，后来确定了7起并购活动。
航班跟踪公司FlightAware针对商业企业追踪上千家私人飞机，这些
资讯都是公开且并不违法，另外许多飞机也装有广播式自动监控技术
（ADS-B，Automatic Dependent Surveillance–Broadcast）也可以
取得飞机的位置、呼叫等资讯。
企业巨头也因此开始减少使用私人飞机以免暴露行踪，能想见，类似
的预测商业变动资讯也将变得越来越有价值。
https://www.cnbc.com/2019/04/30/a-corporate-jet-revealed-buffett-energy-deal-days-before-announcement.html
A corporate jet suggested Buffett's energy deal was in
works days before it was announced
PUBLISHED TUE, APR 30 2019 10:51 AM EDTUPDATED TUE, APR 30
2019 3:29 PM EDT
Eric Rosenbaum @ERPROSE
Warren Buffett took the market by surprise on Tuesday with
the announcement that Berkshire Hathaway would take a $10
billion preferred share stake in Occidental Petroleum,
contingent on its acquisition of Anadarko Petroleum
succeeding.
But investors didn't need to be surprised — they could have
made an educated guess the deal was coming since this past
weekend, when a corporate jet tracker spotted an Occidental
plane landing in Omaha.
Reports began surfacing in recent days that the Occidental
Gulfstream plane was a sign Buffett might be preparing a bid
in the hostile war between Chevron and Occidental over
Anadarko, a Permian Basin driller seen as a key prize in an
era of shale consolidation.
Analyst Don Bilson of independent research firm Gordon
Haskett Research Advisors sent a note to his clients on
Monday citing information from Quandl, which tracks
corporate jet activity and other alternative sources of data
important to the markets. Bloomberg cited information on
Monday from FlightAirMap showing the Gulfstream jet was in
Omaha on Sunday.
Haskett's Monday note, titled, “What was Occidental doing
in Omaha?” came as Occidental was formalizing its
counter-bid to Chevron's deal. It stated, “Here is where it
gets a little more interesting. Warren Buffett does not show
up as a holder of OXY or APC or CVX. And a quick search of
OXY's 10-K for ‘Nebraska' turns up nothing. Yet for some
reason, an OXY jet was seen in Omaha yesterday. That strikes
us as an odd trip for OXY to make, especially on a Sunday
and while it is engaged in a high-stakes M&A battle. While
we can't say what OXY might have been doing in Omaha
yesterday, it has occurred to us that it might be trying to
bring Buffett into this deal and help with the cash portion
of its offer. We have assumed that OXY could go higher than
$76 and if it really has paid Buffett a visit, we suspect it
is gearing up to top CVX's inevitable bump. This mention
comes with the standard caveat that Corporate Jet
information can be noisy and difficult to read.”
On Tuesday, Gordon Haskett analyst Bilson wrote to clients,
“It pays to keep track of those tail numbers!”
Alternative sources of information have been used for years
by hedge funds to stay ahead of the competition. Drones have
flown over mall parking lots to track retail traffic, as
well as operations at battleground stocks like Tesla to keep
a tabs on production and deliveries.
Tracking corporate planes as an M&A indicator was popular in
the 1990s, but companies began masking planes as a result.
An FAA decision in 2011 to open up records on private plane
flights led to renewed interest in the tactic. In 2017,
hedge funds made winning bets using Johnson & Johnson
corporate jet flight information before it acquired
Actelion.