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Article

The Crucial Role of 10Q Comparisons in Investor Relations

Learn why comparing 10Q reports is crucial for investor relations consultants to ensure transparency and maintain investor trust, with best practices for effective communication.

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Article

Unlocking Post-Quarterly Reporting Insights: Essential Tips from Investor Relations Consultants

Discover essential post-quarterly reporting strategies from top investor relations consultants, including competitor analysis, market trends, and strategic planning.

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Article

Understanding Growth Adjusted Multiples in Company Valuations

Explore the role of growth adjusted multiples and investor relations consulting firms in accurately evaluating and conveying your company's true market value.

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Article

Innovative Strategies for Enhanced Investor Relations and Corporate Access

Investor relations are evolving beyond traditional methods like sell-side conferences, with companies now hosting innovative, company-sponsored events to engage directly with investors, providing unique insights and fostering deeper connections.

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Article

The Importance of Strategic Planning in Investor Relations

Learn how innovative, company-sponsored events can significantly improve investor relations and elevate corporate access.

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Article

Win Over New Investors with Essential Strategies for Your First Conference Question

Master your investor conference introduction with strategic advice from leading investor relations consultants, ensuring your company stands out to new investors.

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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.

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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.

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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.”

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Article

Here’s Why You Need New Investors

Very often, when I'm working with a client to help them simplify their story into easily digestible bullets, they say to me, "our existing investors already know this...why do we need to say this again? It feels so repetitive."

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Article

Don’t Try to Pull a Fast One

I tell my clients all the time that a quarterly report consists of at least three major things: 1) the published numbers from the quarter, 2) management commentary, and 3) guidance.

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Article

Educate and Reeducate the Street on Your Story

As a general group, investors want to be educated… tempted even, by the tantalizing aspects of a story in order to get interested. They want to hear a good story that reminds them of stocks that have worked for them in the past.

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