Chromadex (ticker: CDXC) reported Q4 2019 results yesterday. The following are comments from Oppenheimer analyst Brian Nagel:
Wednesday, March 11, 2020
Sunday, February 16, 2020
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
Thursday, December 13, 2018
Sunday, September 2, 2018
Sunday, June 10, 2018
Saturday, December 23, 2017
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
Wednesday, November 15, 2017
Thursday, September 7, 2017
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 (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
Sunday, August 13, 2017
Thursday, July 27, 2017
Tuesday, July 4, 2017
Wednesday, June 7, 2017
Tuesday, May 16, 2017
Wednesday, May 10, 2017
Friday, March 10, 2017
Thursday, January 26, 2017
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
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
Thursday, December 15, 2016
Monday, November 7, 2016
Friday, November 4, 2016
Tuesday, September 27, 2016
Wednesday, September 14, 2016
Wednesday, September 7, 2016
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
Monday, August 8, 2016
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
Tuesday, July 12, 2016
Tuesday, June 21, 2016
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
Thursday, April 21, 2016
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 (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
Thursday, February 18, 2016
Sunday, January 3, 2016
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
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
In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysis) acquired digital marketing and customer acquisition firm Fluent.
Monday, October 26, 2015
Friday, October 16, 2015
Thursday, September 24, 2015
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
Wednesday, September 16, 2015
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:
Tuesday, July 28, 2015
Wednesday, July 22, 2015
Sunday, July 19, 2015
Thursday, July 2, 2015
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.
Monday, April 20, 2015
Tuesday, March 3, 2015
Wednesday, February 25, 2015
Thursday, February 12, 2015
Monday, December 15, 2014
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:
Tuesday, December 9, 2014
Tuesday, November 11, 2014
Friday, July 11, 2014
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
Without a standard model for how to engage investors online public companies and their IR departments have been experimenting.
Tuesday, April 1, 2014
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
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
Friday, December 13, 2013
Friday, November 22, 2013
Thursday, November 21, 2013
Thursday, November 14, 2013
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
To compensate for the company’s limited investor relations efforts I initiated some of my own.
Wednesday, September 11, 2013
Tuesday, July 16, 2013
Tuesday, June 18, 2013
Tuesday, May 7, 2013
Wednesday, April 10, 2013
Wednesday, March 6, 2013
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
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
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
A couple of weeks ago Josh Brown AKA “The Reformed Broker” penned a decisive 10-point turnaround plan for TheStreet.com. TheStreet’s new management team would be wise to take note.
Wednesday, June 20, 2012
Wednesday, February 29, 2012
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
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
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
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
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
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 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
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
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?
Wednesday, February 24, 2010
Thursday, February 18, 2010
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.