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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
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.
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
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
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.
Case Study
$2bn Software Company Entering a Model Transition
Management doesn’t always provide concise, direct answers to questions which can leave investors feeling unsatisfied. We then helped them script their earnings calls, Q&A, and investor presentations (including an investor day) to tell the story while also releasing a series of new KPIs that investors used to gauge the company’s progress through the transition.
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
Strategic Investor Relations: Why Your Stock Lags
f your stock price is lagging despite strong performance, your "compliant" IR is likely the cause. This guide explains why traditional methods fail and reveals the insider's edge to strategic investor relations. Learn how to master investor psychology and use a disciplined "beat-and-raise" cadence to build credibility and unlock your true market valuation.
Article
Small Cap Investor Relations Firms: Mastering Universal Truths for Achieving the Proper Company Value
CEOs seeking 'small cap investor relations firms' often overlook a key fact: the principles for driving valuation are universal. This guide, from a 20-year investor and former public company SVP, reveals six strategic IR truths that apply to any size company, focusing on narrative, credibility, and alignment to achieve the value you deserve.
Article
Improved Investor Sentiment: A CEO's Engineering Playbook
When strong performance doesn't lead to a fair stock price, the problem is unmanaged investor sentiment. This playbook from a former institutional investor provides a blueprint for CEOs to go beyond the numbers. Learn to engineer a resilient narrative, build management credibility, and provide future clarity to unlock your company's true valuation.
Article
Investor Communications: A CEO’s Guide to Driving Valuation
Is your company's performance strong but your stock price weak? The problem isn't your execution—it's your investor communications. This guide shows why traditional IR fails and how CEOs can take control by shifting from simply reporting data to building a strategic "Valuation Narrative" that teaches investors how to see your company's true worth.
Article
Company Valuations: Why Growth-Adjusted Multiples Are Key
Understanding growth-adjusted multiples can unlock better company valuations. Learn how investors really value growth & strategic communication.
Article
What Is an IR Firm? Why Most CEOs Choose the Wrong One.
Strong performance, stagnant stock? This post dissects why conventional IR often falls short, revealing why investors remain unconvinced despite good numbers. Learn strategic IR approaches to build true market conviction, align your story with investor psychology, and transform lukewarm sentiment into tangible valuation growth.