Q3'24 Inside The Buy-Side® Earnings Primer®

A Letter To Our Clients – 2024​

In today’s piece, I’ll share with you the trends we’re seeing that our firm believes will fundamentally shape the year ahead, along with some actionable recommendations and best practices. As always, we hope you find our research and perspectives timely and insightful.

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2023 In Review

This week’s Thought Leadership tackles a topic that always generates significant interest and discussion among our clients as we round out 2023 and look to kicking off 2024 in a few weeks — guidance.

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Guidance

This week’s Thought Leadership tackles a topic that always generates significant interest and discussion among our clients as we round out 2023 and look to kicking off 2024 in a few weeks — guidance.

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Retail Shareholders

All signs seem to point to more, not less, retail shareholder involvement in the capital markets ecosystem in the future. And rightfully so: the democratization of investment tools and resources means that the modern retail shareholder is better equipped than ever to learn about your company. For IR leaders, this underscores the importance of transparent communication and sometimes novel forms of engagement, catering to a segment that’s growing in both size and significance. And don’t forget — individual employees are also part of the retail fabric, making easy-to-understand, educational communication critical to engaging this group at deeper levels

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Investor Day Webinar Recap

Extending a heartfelt thank you to all of you who attended our Investor Day webinar on Wednesday, as well as give a special shoutout to our esteemed panelists, Renee Campbell of Valmont, Calene Candela of Ryder System, and Tabitha Zane of TopBuild, for sharing their first-hand experiences, knowledge, and best practices. We are grateful for your partnership!

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Conference Season

Getting the most out of sell side conferences boils down to good preparation and clear communication. In our experience, more can be done leading up to, during, and following these events to maximize the ROI.

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Long-term Financial Targets​

When thoughtfully utilized, long-term targets influence key decisions and help shape the trajectory for growth and stability at a company. These targets are not just numbers; they represent a commitment to shareholders, a roadmap to fulfilling the company’s vision, and a benchmark against which The Street can measure progress. They also serve as an internal motivator.

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Navigating Short Reports

At their core, short reports are research documents typically authored by institutions or individuals who expect to profit from the decline in the target’s stock price. Their fundamental aim is to present an argument as to why a company may be overvalued, which can include discussions around traditional valuation metrics and financial statement forensics all the way down through misrepresented facts, ethical issues, or even outright fraud.

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Corporate Secretary Summer ESG Forum

As part of our commitment to sharing timely and actionable insights, we’ve captured key takeaways from the event, as well as supporting data from both investors and corporates as a part of our 2023 Global ESG Survey.

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