25 Oct Analysts Are Not Your Friends
Analysts are not your friends. At least that's what we tell executives when we prepare them to interact with Wall Street for the first time. Rather, analysts are analysts. They...
Ideas & Insights
Our Blog
09 Sep Hosting an Investor Day
A CFO at a technology company in turnaround mode once asked me about the merits of hosting an investor day. Management had been demonstrating progress in executing the company’s strategy and the stock...
25 May Investors Don’t Own You
The process of directly interacting with the investment community is an increasingly important responsibility for IROs, CFOs and other investor-facing executives, given a myriad of changes in the regulatory, research...
25 May Role Reversal: Analysts & IROs
Remember when marketing was such a big part of investor relations? It still is – yet so much of the weight is now being carried by sell-side analysts. The concierge...
04 May Real Candor Supports Real Credibility
I can remember preparing a CEO for an IPO years ago and there was some concern that he was personally selling too many shares in the offering. When management sells...
08 Apr Business Models Aren’t Static
Many investment stories will fail – at least temporarily – at some point. They have to – because they are what they are – stories – and rarely do they...