Distilling the Ecolab Investor Thesis: Lessons from a Buy-Side Analyst
As a former buy-side and sell-side analyst, with stints at Morningstar, Motley Fool, and now as CIO at KNA Capital,...
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How to Talk About Your Moat the Way Investors Do
We’ve been listening to Business Breakdowns, a podcast where seasoned buy-side investors and analysts dissect companies in remarkable depth. These...
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5 Pillars of IR Storytelling – From Nick Cabraloff, Senior Buy-Side Analyst at Whale Rock Capital
At the recent NIRI Annual Conference, our founder, Harry, had the privilege to moderate a session related to investor storytelling....
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The Other Two-Way Street of IR: Partnering Internally to Strengthen Your External Story
The best IR teams don’t just bridge the company and Wall Street; they connect IR strategy with execution by involving...
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Q&A on Earnings Shareholder Letters, Video Earnings Calls, and Investor Day Experiential Ideas
Instead of going deep on one topic, we’re answering a few of the questions we’ve been hearing from the IR...
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5 Practical Takeaways for IROs, Straight from a Buy-Side Investor
We recently tuned in to a teaser of an IR masterclass featuring Stephen Yiu, co-founder of Blue Whale Growth Fund, a...
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How We Help IROs Deliver High-Stakes Investor Communications
In most articles, we share tools, ideas, and frameworks to help you maximize your impact as an IRO. Once in...
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Insights from “Perception to Reality: Involving the Investor Perspective in Corporate Strategic Planning”.
We’re continuing our popular recap series from the NIRI 2025 Conference. This session, was well-attended, and I thought the nuggets...
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What We Learned from Roger Ferguson on “The Promise of Capitalism: Past, Present, and a Brighter Future”.
As promised, we’re back with another session recap from the NIRI 2025 Conference. This one felt different. It is less...
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Hallmarks of Best-in-Class Investor Days
We attended the NIRI 2025 Annual Conference in Boston earlier this month, and one standout session was a panel titled...
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