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Article
Earnings Season Best Practices: A Recap of Our Recent Call
The IR team should consistently reach out to all covering sell-side analysts for a brief 10-15-minute call. During these sessions, IR can provide an overview of the quarter's events. Also remember to send reminder emails to new investors.
Article
Unity Investor is now Resurge!
We are thrilled to share that Unity Investor has now transformed into Resurge. Our new brand better reflects our mission to help public companies get the valuation they deserve.
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 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
$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
From Investor to Investor Relations Consultant: Applying Principles from The Outsiders to Help Companies Succeed
This article is a must-read for CEOs, CFOs, investor relations officers, and board members looking for ways to maximize shareholder value.
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
$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.
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.”
Article
Why You Should Spend More Time Focusing on Your Earnings “Call Backs”
In the late 90s, a really good sell-side analyst might cover 8 or 10 stocks. They would be on every earnings call and would know every detail about every line in the model. Today however, analysts frequently cover 40 or more stocks.
Article
Repetition, Repetition, Repetition to Get Your Point Across
What feels like "annoyingly repetitive" to you, is probably "refreshingly simple" to your investors.
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."
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.
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.