sell-side coverage
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. So why is it so difficult to captivate investors with an investment story management should inherently know so well? To help solve this…
Sell-Side Coverage – A Small Cap’s White Whale?
By Dennis Walsh, Vice President I recently was interviewed for an article for IR Magazine titled, “Sell-Side Analysts: The Many and the Few.” The article discussed how some companies manage a full roster of covering sell-siders, while others struggle to maintain or attract just a few. In today’s market, it seems more common that IROs…
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…
The Age of Diminished Sell-Side Research
Sell-side research has undergone profound structural changes during the past decade with far-reaching implications affecting the quality of the research and how research is generated, sold and compensated. Decimalization, Regulation FD, unbundling of trading from research and the hedge fund “brain drain” have all negatively impacted sell-side profitability, product quality and small cap coverage in…
Getting Ready for the IPO: 10 Investor Relations “To Do” Items Before the Pricing
For months leading up to your S-1 filing, you probably have been singularly focused on creating that massive tome. You have spent significantly more time with your lawyers and auditors than with your own family — and you cannot even begin to imagine a time when you won’t be spending every waking moment with your…
Small-Cap Challenges – Interview with Chris Lahiji, Founder and President of LD MICRO
I recently had the opportunity to speak with Chris Lahiji, Founder and President of LD MICRO, a by-invitation only newsletter firm that focuses on finding undervalued companies in the micro-cap space and providing research for its clients. Since 2002, the firm has published an annual list of recommended stocks as well as comprehensive reports on…