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 […]
Getting Famous For How You Make Money: Business Model Discoverability & The Real Value of IR for Private and Public Companies
We spend a lot of time working with clients to make their business models well-enough understood that – no matter a given quarter’s results – investors still believe in future performance. You could call this “investor relations.” Or you could call it what it really is: building a more resilient multiple by becoming famous for […]
What To Do About Your Low-Utility IR Site, Part 2: Embrace Intra-Quarter IR
Part 1 of this post outlined how to dive much deeper into whether or not a company’s typical, traditional IR syncs up with the ways that investors and trading software actually interact with its shareholder web presence. In many cases, they don’t, for the reasons we explained here. In this post, we talk about how […]
What To Do About Your Low-Utility IR Site, Part 1: Go Digital & Get Analytical
In our prior post, we described the low expectations most companies have for their IR sites, and the low web-presence utility that flows from that. We itemized what IR sites could do better for public companies. This post explains more about how easy it is to act on this advice and why it makes sense. […]
Algorithms & AI – Any Public Company’s Most Influential Audience
For some years now, the team at Sinter as well as our network partners have spent a lot of time thinking about AI and its underlying basis, algorithms. Well before ChatGPT and other “consumer” AI platforms became a thing, we and companies like Literate AI were wrestling with how to make algorithms, and the market […]
Why Almost All IR Websites are Flawed
More than ever, life is digital, whether we are shopping, dating, exercising or investing. And for better or worse, a normal part of online life is being recognized by websites and devices. This makes information easier to find, and more relevant to choices like buying and selling. Recognition (really, tracking, measurement and algorithms) builds relationships […]
How Smart Companies See Investor Relations/IR
In our prior blog post, we described the drawbacks of confusing business performance with business models. We also outlined the limitations of traditional investor relations, vs. what we call value marketing. Even companies that have been public for a long time don’t spend a lot of time thinking deeply about investor relations. Yet, when one […]
Read This First: A Better Basis for Building Stock Market Value
United States stock exchanges list ~4,200 public companies. Most of those businesses have so-called mid-cap or lower valuations. Many – well over a thousand, even the large-cap stocks – regularly trade below their cash and/or book value. While sometimes this is because performance is weak or inconsistent, often the stocks of these businesses trade out […]
