Posts Tagged "reports"

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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Gartner Innovation During Its Formative Years

During the 1960′s at IBM and 1970′s on Wall Street, I was a subscriber or reader of research from several firms which were predecessors to the current Advisory Industry. The firms included IDC, Computer Intelligence, Dataquest, Yankee and Input. While on Wall Street, I joined the IBM user groups “Share” and “Guide”, The CCIA (Computer and Communications Industry...

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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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