THE GOOD STUFF

Explanatio ex notitia. Ratio ante eventus. Contextus supra content. Aut publicare aut perire!*

*Explanation from information. Reasons before outcomes. Context above content. Publish or perish!

Rethinking Press Releases: Why Sustained Market Attention Requires More Than Just News

Many small to mid-cap public companies believe that a press release is a surefire tool to move their stock price and achieve sustained attention from investors. However, this belief often leads to disappointment and missed opportunities for deeper engagement with the market. Let’s unpack why the traditional approach to press releases is falling short and […]

The Hidden Challenges of Small Cap Stocks: Understanding the Struggle for Visibility

When we think of the stock market, the giants like Apple, Microsoft, and Tesla often come to mind. However, the reality is that the market is primarily composed of thousands of smaller companies—more than half of the 4,000 publicly traded companies in the US fall into the small to mid cap category. Despite being public, […]

Beyond the Headlines: Leveraging AI for Market Relevance in Smaller Public Companies

In today’s fast-paced financial world, the spotlight often seems to shine brightest on a handful of tech giants—companies like Google, Netflix, and Meta. These major players are omnipresent in daily news cycles, constantly scrutinized and discussed by third parties, investors, and institutions alike. It’s no wonder the stock market seems perpetually obsessed with their every […]

Staying Relevant in Capital Markets: Embracing AI for Success

In today’s fast-paced capital markets, staying relevant isn’t just a matter of strong financial results or having a great product. The dynamics of trading have shifted, largely due to the integration of artificial intelligence and the increasing role of automation. For small to mid-cap public companies, adapting to these changes has become not just advantageous, […]

Harnessing AI for Investor Influence and Competitive Edge

In today’s rapidly evolving business landscape, artificial intelligence has become more than just a tool—it’s a game-changing audience that companies can no longer afford to ignore. For investors and publicly traded organizations, understanding how AI perceives and interacts with company information can yield a decisive competitive advantage. Let’s explore two key ways businesses can use […]

Harnessing AI as an Investor Stakeholder: Strategic Imperatives for Modern Companies

Why Treating Algorithms as Key Audiences Can Define Your Competitive Edge Introduction: The New Era of AI-Driven Markets In today’s rapidly evolving investment landscape, artificial intelligence has stepped out from behind the curtain—it’s no longer just a tool, but an active stakeholder in the world of business communications. As companies seek ever more effective strategies […]

The Transformative Power of AI in Stock Analysis

The Transformative Power of AI in Stock Analysis Artificial Intelligence (AI) is rapidly transforming industries, and nowhere is this more evident than in the world of stock analysis. Traditionally, the financial markets were the domains of large institutional investors with access to specialized research, proprietary data, and high-speed analysis tools. Today, AI is changing the […]

The Rise of Algorithmic Trading: How AI is Revolutionizing Modern Markets

Over the past two decades, the way financial markets function has shifted dramatically. This transformation isn’t the result of a single breakthrough, but rather the steady rise of algorithmic trading, powered by advancements in artificial intelligence and machine learning. What used to be the exclusive playground of seasoned traders on buzzing exchange floors is now […]

The Market Has Changed. Most IR Programs Haven’t.

Imagine this: A company tells its board it plans to launch a product, but the marketing plan is to promote it just 10 times a year. No audience segmentation. No digital or email campaigns. A generic website indistinguishable from every other competitor’s. And the only information the company plans to share? The minimum disclosures required […]

The Tyranny of the Earnings Press Release

One public-company focus of our general client work building strong multiples centers on what we call the “earnings materials and channel mix.” There’s what a company reports at earnings time; and then there’s how it packages and distributes that information. For decades, the press release format has served as the default standard for the latter […]

The ABC’s of MARKETING YOUR MARKET, vs. Just Citing a TAM

In a recent post we wrote about the utility of economic fame and the importance of business model discoverability for private and public companies. This post zeroes in on a key principle of our approach to competitive economics:  properly marketing a tightly-defined market, vs. just serving business audiences a TAM (total addressable market) figure with […]

Capital Market Aphorisms & Meditations

1. “Having opinions is like having fish. If you go fishing, with luck, you’ll catch your own fish, or your own opinions. I speak of live opinions, and live fish. Not the fossils that satisfy most people, i.e. ‘convictions.’” (317G) 2. “Become who you are.” Whatever the value of this counsel in a personal context, […]

Axios Nails It; Is IR Finally Catching Up & Going Digital?Capital Market Aphorisms & Meditations

A few weeks ago, a colleague flagged for me a pleasantly surprising article in Axios about companies modernizing the way they distribute earnings information. Eleanor Hawkins’ reporting describes an emerging trend towards what Sinter would call more digital and social IR. I write “pleasantly surprising” because, for the most part, the average public company still does […]