homepage-rotator-1.jpg

Our Blog: The Podium

Telling a Story Investors Want to Hear

It’s the ability to tell a compelling story that will get the investment community excited about your company. It’s also a great challenge for even the largest public companies in the country.

Read More

Investment Thesis, Disclosure, Strategic Messaging, Buy-Side, Credibility, Sell-side Coverage, Sell-side, CFO, Investor Relations

5 Keys to Communicating a Compelling Retail Investment Story

For those IROs and CFOs new to the retail sector, the practice of investor relations can seem like a whole new field – with new players, metrics and ways to communicate. And while best practices and the fundamentals of IR still hold true, there is a lot to learn before you can expertly communicate your retail company’s story to the investment community. Here are five tips to get you started.

Read More

Investment Thesis, Retail, Retail Investor Relations, Financial Communication, Investor Relations

How to Build a Compelling Investment Thesis for Your Investor Presentation

In a recent blog post, “Giving Life to Your Investor Presentation,” David Calusdian suggests a number of valuable ways to improve not only the investor presentation itself but importantly the delivery of the content. One critical element identified by David is the development of a strong investment thesis that ultimately binds the presentation together. What are the secret ingredients that make for a compelling investment thesis? The answer to this question lies with investors and Wall Street analysts – your audience. As a former equity analyst, global sector head and portfolio manager who’s constructed, presented and reviewed hundreds of investment theses, here are several elements worth mentioning:

Read More

Investor Presentation, Investment Thesis, Strategic Messaging, Presentation Training, Sell-side Coverage, Investor Conference, Investor Relations

Subscribe to The Podium!

Find Effective IR Counsel

Whether you’re seeking external IR counsel for the first time or evaluating your current provider, you need a firm that understands your strategy, adapts to your culture and tells your story. Download our free guide on how to assess the effectiveness of an investor relations firm.

How to Assess  an IR Firm

Activism Defense

No company is immune to shareholder activism. Sharon Merrill helps boards of directors and executive management teams identify the activist red flags lurking in your shareholder base, assess your governance risks and develop an action plan to prevent, detect and neutralize any threats. Download our free white paper, “Leveraging Institutional Shareholder Relationships to Reduce Activism Risk,” and learn how the best defense against activism is a strong offense.

Download Activist Defense White Paper

Captivate your Audience

Speaking persuasively is critical in today’s competitive business environment. Effective speakers use voice techniques and body language that project authority and credibility. Download our free e-book, “A Guide to Delivering Captivating Presentations,” for insight into good -and bad- presentation habits, and learn how to improve your skills.

Become a Persuasive Speaker 

Perceptions Matter

How do you ensure that investors clearly understand your strategy, growth drivers and market position? The most effective way is through a perception study. By periodically taking the investment community’s pulse you can avoid the knowledge gaps and misperceptions that hurt valuation. Download our free whitepaper, Why Perceptions Matter, to learn more.

Why Perceptions Matter 

Common Topics:

More topics