23.2.06

Short Expectations

The following was contributed last week by our new writer, Equity Private, who has an excellent blog about being an private equity insider. Both He/She/It ("Hsit"), along with Female to Be Named Later (links to her blog), will be contributing at will.

Meta data surrounding "investor relations" has the potential to become a derivative vehicle itself. Investor Relations ("IR") is a field which has developed into an art and a science due to the importance of earnings announcements and the triumph of the short-term (12 week) focused analyst over the long-term (12.5 week) focused analyst. Below, we outline a system to guide equity strategies in this realm...

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