Some of my writing since 2017

Equity Research

Boosting The ROI for Competitive Intelligence

February 19, 2019

Hint: More AI Is Not The Solution In our client engagements, we regularly speak with teams who gather competitive intelligence. This takes many forms including tracking competitors’ market share, pricing, new product launches, acquisitions, key hires, article mentions, web analytics, regulatory filings, legal proceedings, and market research. There is a tremendous amount of valuable information…

Read More

Five Investor Relations Trends You Will See in 2019

January 17, 2019

The capital markets are constantly evolving and 2019 is poised to be a year of major change. In this article we look at how these changes are impacting the marketplace participants with a focus on the Investor Relations programs of public companies. Changes in regulations, investor focus, structural shifts, and investor decision making processes are…

Read More

The Best Free Mobile Apps for Financial Market Data

April 6, 2018

If you don’t have access to expensive professional products, these are the options for your iPhone. The best is Scout Finance, but there is room for improvement for all of them. I have been using market data products built for financial professionals my entire career. First as an equity research analyst and more recently building…

Read More