Sell-side analytics and research is a nuanced task that requires a particular type of individual, yet the immense value that these analysts give to a company is often overlooked or under appreciated. Today, with the help of Jason Gold, Founder and CEO of Resurge, we are finding ways to improve relationships with sell-side analysts and researchers with a closer look at a company’s banking relationships as well.
“Unless you are an important cog in the wheel of the industry that [sell-side analysts] cover, or there’s an economic incentive, why would they do [your research]? You’re asking them to do a lot. I understand that it helps you, but how does it help them?” — @ResurgeIR [0:09:56]
Over the hour, Jason’s shares insights from his extensive experience, including his time spent at Morgan Stanley, which has influenced his approach to investor relations today. Together, we discover how public companies can strengthen relationships with sell-side analysts and improve banking partnerships to ensure their true value is accurately reflected.
“You need to allow people to dream but not spell it out for them – investors like the shiny toy that is just out of reach.” — @ResurgeIR [0:28:48]
We unpack IPOs and the path to going public, and how to recover when a company fails to deliver on its promises. Jason provides his perspective on the differing impact of retail versus institutional investors and how he prioritizes his time when dealing with clients.
“I think a CFO should spend his or her time talking about the why – not the what – If I can see it in a spreadsheet, I don’t need to waste my time listening to you say it.” — @ResurgeIR [0:47:06]
Finally, Jason emphasizes the importance of storytelling in a public company’s success and underscores the importance of personal accountability when it comes to achieving one’s goals. This episode is a must-listen for CEOs and IR pros looking to enhance their strategies and elevate their company’s market perception.
KEY POINTS FROM THIS EPISODE:
Jason Gold walks us through his professional history and the work he’s currently involved in.
What he learned from his experience at Morgan Stanley and how it informs his work today.
Understanding a public company and its banking relationship with a sell-side analyst.
How companies can level up their research and banking relationships.
The banking relationships that public company CEOs should be focused on strengthening.
What happens when a public company mismanages its market, and how it can rewind the spiral.
How to recover when you fail to deliver on your pre-IPO marketing promise.
The distinct characteristics that are found in all sell-side analysts and researchers.
Diving deeper into IPOs and the process of taking a company public.
Jason’s thoughts on retail versus institutional investors.
His areas of focus and what he mostly spends his time on when dealing with clients.
The role of storytelling in the success of a public company.
How Jason helps his clients to become top-of-mind in their industry.
Number Go Up, The King and Queen of Malibu, and The All-In Podcast.
Jason’s final words of wisdom - explore the importance of self-accountability.
LINKS MENTIONED IN TODAY'S EPISODE:
Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.
Kommentarer