Social Media / Investor Relations Blog

Planning Is No Match For Momentum of Activist Funds

Posted by Braden Maccke

Steven Solomon has written an excellent article for the New York Times about the trend of Shareholder Activism that is sending jitters through pubco C-suites. He notes that as activist funds become more widespread, and activists successfully take the wheel of brand name public companies, it appears to be developing a sort of critical mass, allowing the activism movement to travel along apace. The momentum is quickening as boards realize that there is little to be done once a well-drilled team of activists has decided to mount an assault. 

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Equity Capital Activists Understand Storytelling

Posted by Braden Maccke

The effectiveness with which a company communicates its story is at the root of how companies are evaluated, both internally and by the Street. That isn't to say that market performance doesn't matter, but rather that it's a reflection of human assessment of a story. Barry Ritholtz [1] often says that markets work because "monkeys love a narrative," and an IRO's job is to undertand that narrative better than everyone else. But knowledge of the story doesn't necessarily mean command of it. It's good to remember that there are others out there telling the world a different tale. They're diligent, they're resourceful and they have a lot on the line. Equity capital activists should be respected as excellent storytellers who have the power to materially affect your organization.

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Investor Outreach On Facebook Unchanged

Posted by Tim Howard

Facebook isn't the #1 investor relations tool on the market. In fact, it's not even at the top of the list of social media tools that Investor Relations officers use on a day to day basis. Nevertheless, there has been considerable talk in small and microcap markets this week about how changes to Facebook's news feed algorithm will affect public companies trying to reach potential investors. Here's a quick overview of how the changes impact investor outreach on Facebook. 

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Quarterly Investor Updates Without Earnings

Posted by Taylor Thoen

What is the most powerful form of communication? According to Cisco, video is the preferred method of communication for consumers, with 78% of online traffic video-related [1]. By 2018, video will be the overwhelming choice for online media consumers. The question is – why are so many companies behind the times in their use of one of the most powerful ir tools for online storytelling ? 

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Tools For Building Your Quarterly Infographic

Posted by Tim Howard

Hopefully, this past week you've stumbled on one of our many blog posts on the science behind visualizing earnings data and you're convinced that quarterly earnings infographics are the way to go. But needing to do it isn't knowing how to get it done. So today we've compiled a list of tools you can use to either create your own infographic or have a group of experts do it for you. It's very likely that with some accurate guidance, one of your existing service providers can handle this for you. Here are a few different options for providing quarterly infographics to your shareholders. 

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Using Drawings In Infographics for Data Context

Posted by Braden Maccke

There are times when concepts belong in a graphic for context, but not being data points in and of themselves, they aren’t chartable. On these occasions, a simple drawing accompanied by a very brief and clear description of the target concept can be a welcome addition to an earnings infographic. Remember that as a story teller, it's not always possible or necessary to convey meaning through financial charts. If you're working with operational metrics or non-GAAP data specifically, you're already accustomed to thinking outside the box. But for those times when no kind of visual can convey the meaning you want, sometimes drawings in infographics can make up the gap. 

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Activist Funds are Beating Companies with Graphic Design

Posted by Braden Maccke

Activist shareholder hedge funds have become popular. Activist investors and managers like Corvex’s Keith Meister and Carl Icahn are consistently beating the street by targeting underperforming companies, and politely painting management as a bunch of greedy drooling idiots unfit to manage a troop of girl scouts, let alone a public company, and instilling themselves and their detailed go-forward strategy as the new law. Activist campaigns are called "campaigns" because they rely on a successful creation of momentum amongst the shareholder base. The funds employ talented business analysts, managers and former IR firm consultants to basically back-seat-drive a company convincingly enough that the other passengers eventually fold and say, “Yeah. Let him drive, he seems to know what he's doing!”

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Graphic Design and Risk Avoidance

Posted by Braden Maccke

If you don't draw it, someone else will… and you might not like the way it looks. That's the message we're hearing from public companies who have encountered community activists and journalists with a point to illustrate. Literally. It's not often that we talk about graphic design and risk avoidance in the same sentence. But while its tempting to sit back and ignore online trends (like Infographics) as the realm of bloggers and pretenders, once activist investors start implementing these graphic design ideas to target your company and attract online support, you'll be sitting up to take notice. Infographics might not be standard IR tools yet, but they can certainly be used against you. 

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Data-Driven Investor Relations

Posted by Braden Maccke

Big Data has been a buzzword in tech circles for the past three or four years now. In fact, as the technology curve goes, it's reached its interest peak as a concept. But while Big Data is about to fall out of favor with angel investors, the concepts it promotes can be easily applied to other business verticals. The investor relations industry can benefit from a big data revolution of its own. Too often, we've all made decisions about strategy based on little more than heresay and the apparent 'experience' of senior executives. With more data at our disposal than ever, how can we use it to inform our decisions? Data driven investor relations is the answer. 

“Sometimes it pays to know what you don’t know.” - unknown

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Visualizing Operational Metrics

Posted by Tim Howard

Every quarter’s earnings release has an operational story in danger of becoming lost in the numbers. Equities represent businesses that serve purposes. On the way to serving those purposes, businesses develop strategies, face challenges, have outlooks. One of their operational goals is to report respectable quarterly and annual earnings, but there are various iterations of size and structure that a company goes through on their way there; that’s what investors want to understand. There’s no better way of pointing it out than drawing a picture and vizualizing operational metrics. If you're new to the concept, it might be a good idea to start by understand the science behind visualizing earnings data

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