By David Calusdian, President
Our Blog: The Podium
Investment Thesis, SEC, CFO, Financial Communication, Investor Relations, ESG
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.
Investment Thesis, Disclosure, Strategic Messaging, Buy-Side, Credibility, Sell-side Coverage, Sell-side, CFO, Investor Relations
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.
Investment Thesis, Retail, Retail Investor Relations, Financial Communication, Investor Relations
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:
Investor Presentation, Investment Thesis, Strategic Messaging, Presentation Training, Sell-side Coverage, Investor Conference, Investor Relations