Posts Tagged "financial"

My Failed Initiatives: Coaching a Financial Report Business

My Failed Initiatives: Coaching a Financial Report Business

In mid 2003, I suggested to my stepson that he apply his entrepreneurial interest and talent to a project we called Topline Analysis, LLC.  This was a new and rather structured report format which I designed, specifically to publicize small public firms to those Wall Street “buy-side” investment firms which invested in listed companies but received virtually no research “coverage” from ...

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Advisory Industry Future Redesign: The “Payment” Model

Advisory Industry Future Redesign: The “Payment” Model

Some day the Advisory Industry may look different than today, and an example of what’s possible may be the manner in which vendor and user clients compensate their Advisory providers. It seems worthwhile for segments of our industry to study this alternative compensation model, as it has been implemented successfully in the Wall Street Research space over many decades, being both useful...

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Gartner’s Soundview: Its Rollercoaster Story (Part 1)

Gartner’s Soundview: Its Rollercoaster Story (Part 1)

Soundview: The early years   Recall that I spent 9 years on Wall Street as a technology analyst just before Gartner Group (Gartner Inc.) was founded in March 1979. True, our Gartner charter was to sell from the very start into three different markets: IT vendors, users, and institutional investors. But we didn’t raise enough cash to build sales teams in all three markets, so to deal with...

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Inflation?

Inflation?

In the investing arena, I’m hooked on “The High Tech Strategist”, a monthly newsletter by Fred Hickey (The High Tech Strategist PO Box 3133 Nashua NH 03061-3133), which presents his personal insights on our economy. Note: Hickey is one of the few experts who participate annually (spread across three issues) in Barron’s Roundtable. He’s also a big fan of Gold. Allow...

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