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Article
Breaking Out of the Comfort Zone in Investor Relations
Emphasizing the importance of diversifying investor relations through strategic roadshows and proactive engagement, highlighting the benefits of connecting with new investors and leveraging technology for long-term success.
Article
Understanding Financial Models in Investor Relations Consulting
Enhance understanding of financial modeling in investor relations consulting, focusing on accurate valuation, key drivers, and effective communication.
Article
Enhancing Investor Meetings with IR Website Supplements
IR website supplements streamline investor communications, enhancing transparency and engagement through strategic content placement.
Article
Maximizing Conference Impact: Insights from an Investor Relations Consultant
Enhance conference impact and foster enduring investor relationships with expert insights from top investor relations consultants
Article
The Strategic Value of Mentioning Competitors in Investor Relations
Referencing competitors in investor relations enhances market understanding, builds trust, and attracts savvy investors.
Article
Effective R&D Communication: A Key to Investor Understanding and Stock Performance
Simplifying R&D communications can improve investor understanding and boost stock performance, with guidance from investor relations consultants.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Case Study
$5bn Software Company with a Lagging Multiple
Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.
Article
The Importance of Humility on Corporate Earnings Calls
Even during periods of lackluster financial performance, a stock’s multiple suffers less if investors have confidence in the business’s leadership – this is because shareholders “keep the faith” in teams they trust and conversely, run for the exits if they hold any doubts.
Article
Analysts are Busy - Help Them Help You
The sell-side analysts that cover your stock are far busier than you might think. Failing to recognize this and blaming them for not properly understanding your story leads to valuation challenges and frustration by everyone involved.
Article
Provide Verifiable, Quantifiable Commentary in Your Earnings Guidance
For investors to feel comfortable owning your stock, they need to be able to go out into the field and perform primary research. Doing so will allow them to decide if they think your growth projections make sense.
Article
Is Your IR Firm Advising You to Acknowledge the Competition?
While there are often many reasons why a stock is suffering, one of the easier fixes I see in my IR strategy practice is a change in the way my clients discuss their competition.
Article
The Market Minute: 2 Important Steps to Take After Going Public
Being a public company includes a lot more regulatory headaches. And winning over investors doesn’t end after the IPO.
Article
Stocks Have Emotions. It’s Not Just What They Teach in Business School
Read on only if you're willing to throw out what they teach you in business school. Namely, that stock prices are simply the market's representation of the discounted present value of a future stream of cash flows.