StreetReader

StreetReader is the first curated communications platform for executives.

[StreetReader @streetreaderapp]

Four Ways Investor Relations Teams Keep Their Executives Informed

IROs with developed internal communications programs help senior leaders at their company understand their market and perform better.

https://t.co/Js0Cgda6cT … #investorrelations #corporategovernance

[StreetReader @streetreaderapp]

SteetReader was acquired by Seersite. We are excited to be part of the @seersiteHQ team.

https://t.co/5isJ8MgN1d

[Boris @BorisMarkovich]

Yodlee sells exhaust data to investors. Very common use case in the alt data world in finance.

Could be an important precedent if they are forced to change their business practices.

https://t.co/6bmyINxpEY

[Boris @BorisMarkovich]

One of the most important revenue streams for bank research businesses is IPO underwriting
https://t.co/GX0jucsZqy

[StreetReader @streetreaderapp]

The Most Common Type of Incompetent Leader is the Absentee Leader https://t.co/p1OLq62SWi

[StreetReader @streetreaderapp]

“If you’re foolish to put your name into such a site, you’re foolish enough to make other mistakes”
https://t.co/Jti6fExHod

[StreetReader @streetreaderapp]

Ah, the beauty of email.

https://t.co/8rgbLsUCZD

[Boris @BorisMarkovich]

An interesting & well argued writeup by ⁦@ClearyGottlieb⁩ explaining that proxy advisory firms, activists and index funds are not aligned with long term shareholders.

Who is? Long term PE funds. Will they have the appetite to buy into public co’s? https://t.co/JWqdzD1eZT

[Boris @BorisMarkovich]

The research, which examined US equity mutual funds between 2004 and 2017, said index funds were overall 12.5 percentage points less likely to vote against company executives when compared with active funds.
https://t.co/4DiANQZ7AW

[StreetReader @streetreaderapp]

Some reasons that IR gets active after a period of inactivity

[StreetReader @streetreaderapp]

Blockchain Will Not Solve the Proxy Voting Problem https://t.co/8Byy6wlRx7

[StreetReader @streetreaderapp]

More than 300 firms lose sell-side research completely as result of Mifid II | IR Magazine https://t.co/hFrTZX7GaB

[StreetReader @streetreaderapp]

Activist hedge funds only need to convince a few institutional investors in order to make meaningful shareholder driven changes.

This leads to much more power concentrated in a few large asset managers. When they speak, co mgmt teams listen and act. https://t.co/4CR1fGrQY3

[StreetReader @streetreaderapp]

#MyTwitterAnniversary

[StreetReader @streetreaderapp]

GenX GenZ and Millennials are rapidly migrating to a mobile-first video experience

[Deloitte TMT @DeloitteTMT]

It took #GenX some time to come to terms with small-screen viewing of #mobile video, but now they are closely matching #Millennials and #GenZ. Is there opportunity for new-age media and entertainment companies to reach this segment?
https://t.co/C0DiMqCvo0

[StreetReader @streetreaderapp]

Companies tend to issue optimistic guidance when current Q earnings are disappointing.

They tend to issue conservative guidance when current Q earnings are strong.

Interesting analysis.

https://t.co/dV9gaoA5vs

[NIRI: The Association for Investor Relations @NIRI_National]

SEC Chief Takes on Short-Termism and ESG https://t.co/lKZNmJxSp6 #IRchat

[StreetReader @streetreaderapp]

Only 14% of Russell 3000 companies have Individual Director Assessments https://t.co/SbxieCzn7t

[Boris @BorisMarkovich]

T Rowe now pays for research from P&L globally.

https://t.co/rHIsXJ6NWy
#equityresearch

[StreetReader @streetreaderapp]

SEC to Host Roundtable on Short-Termism on July 18 https://t.co/ItdcdL4mun

[Boris @BorisMarkovich]

Bloomberg publishes the prices for written bank research subscriptions:

JP Morgan: $10k
Citi: $10k
Deutsche Bank: $10k
Morgan Stanley: $25k
Goldman: $25k
Bank of America: $30k

https://t.co/2hyto0gdD0
#equityresearch