Satellite imagery is visual data captured from space that can reveal movement trends and other signals about locations, industries, or companies. In investment analysis, it acts as alternative data: a possible way to test an investment thesis beyond fundamentals and conventional market data. section 11.1.1
Use satellite imagery cautiously:
- Start with a specific investment thesis, then identify the information needed to validate it; do not collect data merely because it is available. section 11.1.1
- Treat access as a practical constraint: selected datasets may be purchased through AWS Data Exchange or Snowflake Marketplace, while commercial subscriptions are not required for conceptual exploration. section 11.1.1
- Expect more complex data handling than with out-of-the-box financial datasets, and seek evidence that can support rather than merely decorate a claim. section 11.1.1
