Wednesday, March 11, 2020

Oppenheimer Comments on Chromadex's Q4 2019 Earnings Results $CDXC

Chromadex (ticker: CDXC) reported Q4 2019 results yesterday. The following are comments from Oppenheimer analyst Brian Nagel:

Key Quotes from Chromadex's Q4 2019 Earnings Call $CDXC

Chromadex (ticker: CDXC) reported Q4 2019 results yesterday. The following are key earnings call quotes from CEO Rob Fried, CFO Kevin Farr and Executive Chairman Frank L. Jaksche:

Sunday, February 16, 2020

Key Takeaways from Chromadex / Oppenheimer Meeting CDXC

Last week, Chromadex (ticker: CDXC) CEO Rob Fried and CFO Kevin Farr met with Oppenheimer analyst Brian Nagel in NYC. The following are Nagel's key takeaways:

Monday, March 4, 2019

Excerpts from B Riley's Report on Chromadex

B Riley published research on Chromadex (ticker: CDXC) in mid February. The following are some key excerpts:

Thursday, December 13, 2018

Chromadex CEO's Presentation at the LD Micro Conference $CDXC

Chromadex (ticker: CDXC) CEO Rob Fried presented at the LD Micro Conference in LA on December 5th. The following is a transcript of his presentation (slides & webcast HERE):

Sunday, September 2, 2018

Key Quotes from Chromadex's Q2 2018 Earnings Call $CDXC

Chromadex (ticker: CDXC) recently reported Q2 2018 earnings results and hosted an earnings call. Here are some key quotes from CEO Rob Fried:"

Sunday, June 10, 2018

Questions for Incoming Chromadex CEO Rob Fried $CDXC

Incoming Chromadex (ticker: CDXC) CEO Rob Fried has graciously agreed to an interview in the coming weeks.

Saturday, December 23, 2017

Hutchison China MediTech CEO Bullish on China Biotech (HCM)

Last month, Hutchison China MediTech (ticker: HCM) CEO Christian Hogg gave the following enlightening interview to CNBC (transcript below). I'll publish more on HCM soon:

Saturday, December 16, 2017

Chromadex Management Makes its Case (CDXC)

At first glance, most investors would likely pass on Chromadex (ticker: CDXC). The stock has been largely flat for years.

Wednesday, November 15, 2017

Questions for Cogint Management $COGT

I'm scheduled to meet with Cogint (COGT) management today. They're in NYC for the Roth Conference.

Thursday, September 7, 2017

Analyst Believes cogint Deal Points to Momentum in Data Business (IDI) $COGT

Barrington's James Goss reacted to today's Cogint (ticker: COGT) deal with a report entitled "Transformative Combination and Data Fusion Spin‐off to Create Two Public Stocks": Key excerpts:

Cogint CEO Bullish on Data Business (IDI) $COGT

cogint (COGT) announced a major transaction today. In an email, I asked CEO Derek Dubner to comment on the deal overall and specifically the data subsidiary (IDI soon to be spun off as Red Violet) which is believed to have enormous potential. Here's what he said:

Wednesday, August 23, 2017

Key Quotes from Cogint's Q2 2017 Earnings Call $COGT

Cogint (ticker: COGT) recently reported earnings results and hosted an earnings call (transcript). Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Sunday, August 13, 2017

Key Excerpts from Analyst Reports Evaluating Cogint's Q2 Earnings Results $COGT

Cogint (COGT) reported Q2 earnings last week. The following are key excerpts from analyst reports evaluating the results:

Thursday, July 27, 2017

Analyst Reacts to TransUnion Settlement

Earlier this week Cogint (COGT) announced a settlement agreement with TransUnion (TRU). Chardan analyst James McIlree had the following reaction:

Tuesday, July 4, 2017

Key Excerpts from Roth Capital Report on Cogint $COGT

Roth Capital initiated coverage of Cogint (ticker: COGT) last week. The following are key excerpts from William Gibson's report:

Wednesday, June 7, 2017

Analyst Reacts to Latest Short Attack on Cogint $COGT

Barrington's James Goss reacted to this week's short attack on Cogint (ticker: COGT) by reiterating his "Outperform" rating. Key excerpts from his report:

Tuesday, May 16, 2017

Key Quotes from Cogint's Q1 2017 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call (transcript) last week. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Wednesday, May 10, 2017

Analyst: Cogint "Q1 Better than Expected" $COGT

Chardan analyst James McIlree had the following to say about Cogint's (COGT) quarterly results released yesterday:

Friday, March 10, 2017

Key Quotes from Cogint's Q4 2016 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Thursday, January 26, 2017

Cogint CEO @ Red Chip Conference: "We're Firing on All Cylinders" $COGT

Cogint (ticker: COGT) CEO Derek Dubner presented at the Red Chip Online Growth Conference yesterday. Below is a full transcript (key points underlined):

Thursday, January 12, 2017

New Report on Cogint: "Fluent Maintains Momentum as idiCORE Takes Hold" $COGT

Barrington's James Goss published a new report today on Cogint (ticker: COGT) entitled "Q4 Preview: Fluent Maintains Momentum as idiCORE Takes Hold". Key excerpts:

Tuesday, December 27, 2016

Cogint CEO: "Q4 will reaffirm the execution of our business model" $COGT

I asked Cogint (ticker: COGT) CEO Derek Dubner about the state of the business entering 2017. Here's what he said:

Thursday, December 15, 2016

New Report Discusses Cogint's Revenue & Margin Potential $COGT

Barrington's James Goss published a new report on Cogint (ticker: COGT) this week reiterating his "Outperform" and discussing recent developments. Key excerpt:

Monday, November 7, 2016

Investor Discusses Cogint's Earnings & the Path Forward $COGT

This is the latest in a series of articles on Cogint (ticker: COGT) from Jeff Geygan and his team at Global Value Research Company (articles one & two & three):

Friday, November 4, 2016

Key Quotes from Cogint's Q3 2016 Earnings Call COGT

Cogint (ticker: COGT) reported earnings results and hosted an earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Tuesday, September 27, 2016

Cogint CEO Derek Dubner's Nasdaq Ceremony Speech (Transcript) $COGT $IDI

Yesterday, IDI (ticker: IDI) became Cogint (ticker: COGT) and moved to Nasdaq. CEO Derek Dubner summed up the opportunity ahead at a ceremony in NYC:

Wednesday, September 14, 2016

Reasons I Own IDI / Cogint ( $IDI $COGT )

I was recently asked to list some of the top reasons I own IDI (now Cogint) (ticker: IDI) (new ticker: COGT). Here's a shorter version of what I said:

Wednesday, September 7, 2016

Fund Manager Challenges Sinovac Buyout Offers (SVA)

In the days after receiving CFDA (China) approval for its "blockbuster" vaccine, Sinovac Biotech (ticker: SVA) (Interview) received not one but two buyout offers. One investor Heng Ren believes the offers are too low (published with permission):

Tuesday, August 9, 2016

10 Key Quotes from IDI's Earnings Call

IDI (ticker: IDI) reported earnings results and hosted its first earnings call yesterday. Here are some key quotes from CEO Derek Dubner and CFO Dan MacLachlan:

Monday, August 8, 2016

IDI - This Company Has Built a Profile on Every American Adult (Bloomberg)

Bloomberg BusinessWeek just published a fantastic article on IDI (ticker: IDI) entitled "This Company Has Built a Profile on Every American Adult". Here's the beginning:

Thursday, August 4, 2016

Questions for IDI Management

IDI (ticker: IDI) reports earnings Monday -- followed by its first earnings call as the "new" IDI. Here are a few preliminary questions I have for management on the call:

Tuesday, July 12, 2016

New Analyst Report on IDI Sees Significant Upside $IDI

Barrington Research analysts James Goss and Patrick Sholl published a new report on IDI (ticker: IDI) today. Below are highlights (published with permission):

Tuesday, June 21, 2016

As IDI / TransUnion Settlement Talks Begin Portfolio Manager Remains Optimistic

Threshold Capital's Peter A Delgado II is bullish on IDI (ticker: IDI) and its core business. He's also optimistic about this week's scheduled settlement talks with TransUnion (ticker: TRU):

Thursday, June 9, 2016

IDI CEO Provides Insight into Latest Acquisition

Yesterday, IDI (ticker: IDI) announced the acquisition of Q Interactive. In an email, CEO Derek Dubner was kind enough to discuss the merits of the deal:

Thursday, April 21, 2016

IDI CEO Discusses the idiCORE Rollout

In late December, IDI (ticker: IDI) announced the beta version of its advanced data analytics platform idiCORE. At the time, the company planned full market rollout in 1Q16. In an email this week, CEO Derek Dubner said the following:

Tuesday, March 15, 2016

IDI and Fluent CEOs' Roth Investor Conference Presentation (Transcript)

IDI (ticker: IDI) and Fluent management presented at the 28th annual Roth Capital Conference yesterday. Below is a transcript of the presentation. This is the company's story in brief:

Monday, February 22, 2016

Fund Manager Expects a Big 2016 for IDI

In his latest quarterly investor letter published today, Threshold Capital's Peter Delgado II discusses his latest thoughts on IDI (ticker: IDI):

Sunday, January 3, 2016

IDI - The Evolution of an Extraordinary Business $IDI

This is the latest in a series of excellent articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company (articles one & two). The following is published with permission:

Saturday, December 5, 2015

Is Sinovac's EV71 Vaccine on the Verge of CFDA Approval? $SVA

In late September, I met with Chinese biopharma Sinovac Biotech (ticker: SVA). At the time, management said it expected CFDA approval for its novel EV71 vaccine by early 2016. The same was said on its November earnings call. So did the stock rally this week in anticipation?

Thursday, November 19, 2015

EXCLUSIVE: IDI CEO on the “Transformational Transaction”, Dr. Frost, & the Path to Billions

In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysisacquired digital marketing and customer acquisition firm Fluent.

Monday, October 26, 2015

IDI - Building An Extraordinary Business $IDI

This is the second in a series of substantive articles on IDI (ticker: IDI) from Jeff Geygan and his team at Global Value Research Company. I'm publishing with permission:

Friday, October 16, 2015

Fund Manager Remains Bullish on IDI $IDI

In his latest quarterly investor letter, Threshold Capital's Peter Delgado discusses his latest thoughts on IDI (ticker: IDI) (published with permission):

Thursday, September 24, 2015

Exclusive Interview: Chinese biopharma Sinovac (SVA) Makes a Compelling Case

Last week I met with management of Chinese small-cap Sinovac (ticker: SVA) while they were in New York for the Morgan Stanley Healthcare Conference. We spoke for almost an hour. Here’s the conversation in full (lightly edited):

Thursday, September 17, 2015

The Bull Case for IDI ( $IDI )

Jay Thompson of SkyTides has written an exhaustive rebuttal to the recent short attack against IDI Inc (IDI). I encourage you to read it. As for IDI's future, Jay concludes with the following:

Wednesday, September 16, 2015

IDI - A Potent Legacy Advantage $IDI

Below is an excellent new piece on IDI Inc (IDI) from Jeff Geygan and his team at Global Value Research Company. They understand the IDI story as well as anyone. I'm publishing this with permission. Stay tuned for the next in their series:

Wednesday, July 22, 2015

Sunday, July 19, 2015

Questions for GigaMedia (GIGM) ???

I'm scheduled to meet with Taiwan-based online gaming and e-commerce company GigaMedia (ticker: GIGM) this week.

Thursday, July 2, 2015

Exclusive Interview: IDI Inc. (IDI) Chairman is Bullish on the New Direction

As you will see below, Mike Brauser, the new Chairman of IDI Inc (IDI) (formerly Tiger Media) has enjoyed tremendous professional success.

He also happens to be a business partner of billionaire Dr. Phillip Frost.

Tuesday, March 3, 2015

In his Latest Annual Letter, Warren Buffett Talks Investor Relations

Every year, famed investor Warren Buffett writes an annual letter to Berkshire shareholders.

Wednesday, February 25, 2015

Thursday, February 12, 2015

Monday, December 15, 2014

Amazon CEO Discusses His Approach to Investor Relations

At the annual Business Insider conference recently, former sell-side analyst Henry Blodget asked Amazon (ticker AMZN) CEO Jeff Bezos about his investor relations strategy:

Friday, July 11, 2014

Without Earnings Call Q&A Questions, Should Public Companies Scrap Future Earnings Calls?

After analyzing thousands of earnings calls, three university professors concluded that public companies risk stock price declines if few or no questions are posed during earnings call question-and-answer sessions (Q&As):

Thursday, May 1, 2014

Investor Relations Departments are Engaging Investors in MANY New Ways

Without a standard model for how to engage investors online public companies and their IR departments have been experimenting. 

Tuesday, April 1, 2014

Key Quotes from Tiger Media’s Q4 2013 Earnings Call & A Comment (IDI)

Yesterday, Tiger Media (ticker: IDI) reported Q4 2013 earnings results. Their earnings call provided a variety of updates. Here are some key quotes from CEO Peter Tan (and a concluding comment):

Thursday, February 20, 2014

Tuesday, February 18, 2014

How Are Public Companies Responding to Online Investor Attacks?

One of the biggest challenges facing public companies is how to respond when blindsided by an unexpected article, research report or blog post questioning their business.

Thursday, January 16, 2014

A Key IR Development of 2013: CEOs Playing a Bigger Role

Over the years, the Internet has slowly but surely transformed the investor relations industry.

Friday, December 13, 2013

U.S. Billionaire Dr Frost Comments on Tiger Media (IDI)

US Billionaire Dr. Philip Frost conducted an interview today at The Street Sweeper. Here are his comments about Tiger Media (IDI):

Friday, November 22, 2013

Tiger Media – Addressing Concerns, Signs of Progress (IDI)

I’ve written extensively (here and here) about the unfolding turnaround story that is China small-cap Tiger Media (ticker: IDI).

Thursday, November 21, 2013

EXCLUSIVE: New CFO Makes Bull Case for Century 21 China (CTC)

Last week IFM Investments ("Century 21 China") (ticker: CTC) hired Steve Ye as its new CFO.

Thursday, November 14, 2013

An IRO's 5-Point Plan for Re-Building Investor Trust

Small-cap online games company GigaMedia (ticker: GIGM) has been struggling for many years. The stock is trading at all-time lows. Management has been repeatedly replaced. And investors long ago headed for the exits.

Thursday, October 3, 2013

Is the Investor Relations Industry in Trouble? Not Necessarily

Awhile back I invested in a small-cap Chinese company.

To compensate for the company’s limited investor relations efforts I initiated some of my own.

Wednesday, September 11, 2013

Key Takeaways from Tiger Media’s Earnings Call -- IDI $IDI

I first wrote about Tiger Media (IDI) back in July after meeting management in Shanghai.

Tuesday, June 18, 2013

Most Popular Posts

Over 3 years ago I launched this blog to document my latest thoughts on the financial content space, social media and investor relations. 

Wednesday, March 6, 2013

How Can Sponsored Content Be Used to Reach Potential Investors?

In one way or another we’ve all been exposed to Buzzfeed. They’re masters of producing viral content that spreads quickly around the web (think: pictures of cute cats).

Monday, January 14, 2013

A Great IR Opportunity for Small-Cap CEOs

Every night, Jim Cramer interviews public company CEOs for his popular CNBC TV program Mad Money. These short segments are remarkably substantive and consistently actionable.

But for the most part, the CEOs interviewed run large-cap public companies.

Tuesday, December 4, 2012

The Future of the Financial Content Space -- Investor Relations Pros Hold all the Cards

As a small-cap fund manager I’m always on the hunt for new ideas. Typically these ideas arise from quarterly earnings calls of companies in my area of expertise.

Wednesday, August 22, 2012 – The Next Social Media Powerhouse?

A couple of weeks ago Josh Brown AKA “The Reformed Broker” penned a decisive 10-point turnaround plan for TheStreet’s new management team would be wise to take note.

Wednesday, June 20, 2012

Major Milestone for StockTwits, Investor Relations and Social Media

During yesterday's FedEx (FDX) earnings call, Investor Relations Director Mickey Foster said something remarkable:

Wednesday, February 29, 2012

Investor Relations and Social Media – It’s All about the Platform

For some time, there’s been a recurring meme suggesting that investor relations pros are to blame for their industry’s painfully slow embrace of social media. The meme goes that social media has transformed many businesses -- but because IR pros have been so concerned about the potential dangers they’ve chosen to sit on the sidelines.

This is only a small part of the story. 

Wednesday, December 7, 2011

Crisis Investor Relations in the Age of Social Media

So often lately, public companies have been under attack. Most of these attacks have been directed at Chinese companies publicly-traded on US stock exchanges.

Monday, October 10, 2011

Warren Buffett Reveals New Twist to his Optimal Investor Relations Strategy

During the Q&A portion of last week's Business Wire event, famed investor Warren Buffett discussed his investor relations strategy as CEO of publicly-traded Berkshire Hathaway (BRK-A). While much of his strategy is well known, he did recommend a novel approach that would complement traditional IR communications efforts. Here are some key quotes from the event:

Tuesday, August 2, 2011

Will Netflix CEO Hastings usher in a new era for online finance, investor relations & social media?

Netflix CEO Reed Hastings is a remarkable entrepreneur. He founded a DVD-by-mail business in the late ‘90s that now boasts 25+ million subs and is disrupting the media and entertainment industries.

But similarly impressive and yet possibly overlooked is how he’s provided a blueprint for the future of online finance, investor relations, and social media. It’s not farfetched to conclude that Hastings’ latest actions will be the catalyst for a new way in which public companies court investors online.

Wednesday, February 9, 2011

Public Companies Continue to Embrace Social and Transparency

As earnings season comes to a close, public companies continue to demonstrate an increasing focus on using their earnings calls to be more social, interactive, and transparent. The following are some recent examples:

Thursday, January 6, 2011

Forget Twitter and Facebook! 3 Actionable Social Media Opportunities for IR Pros in 2011

A couple of weeks ago, an investor relations pro wondered why IR has been slow to adopt social media and what can be done to “move things forward”. He exhorted the IR industry, saying, “for progress to be achieved in investor relations in social media, monitoring is not enough. Engagement is necessary — and all members of the financial community should take part.”

Thursday, December 2, 2010

The Coming Social Revolution in Online Finance

The online social media revolution of the last 5+ years has touched nearly every facet of society with one glaring exception: Open and direct online conversation between public company executives and equity investors remains minimal.

But as 2010 comes to a close, change is afoot. Public company executives are taking aggressive steps to improve and increase their online and offline investor engagement. They’re choosing novel ways of expanding the reach of their message, especially online.

These moves suggest that social media could finally play the transformative role public companies and investor relations reps have been anticipating for some time and thereby usher in a new age of transparency. This should be welcome news for investors.

Thursday, August 26, 2010

Public Companies Shifting Investor Relations Tactics to be More Social and Transparent

As earnings season comes to a close it’s become increasingly apparent that public companies are focusing more heavily on their investor relations (“IR”) efforts. What explains this phenomenon? With so much volatility in the stock market, fear of another crash, and so-called “experts” proclaiming the death of “buy and hold”, management teams are experiencing a more challenging environment in which to appeal to the much coveted long-term oriented institutional investor. But while public companies’ more aggressive IR efforts are understandable the strategy being employed is somewhat surprising.

Tuesday, May 11, 2010

Investor Relations & Social Media -- A Bust?

It's now mid-2010. And still, investor relations (“IR”) professionals are largely avoiding use of social media. Yet, the topic of social media has not only dominated IR discussion for what seems like an eternity but it’s also widely considered -- especially among IR pros -- an essential online tool for investor communications. Is there a good explanation for this -- so much talk and so much praise, but so little action?

Thursday, February 18, 2010

5 Ways Public Companies Can Take Investors Home

With all the new opportunities they have to engage investors on various social media platforms (discussed here and here), public companies remain somewhat focused on driving traffic back to their own corporate websites.