Perspectives
Notes on investor relations, written from a credit officer's chair. The analysis is my own and built from public sources.
- Investors underwrite management7 min readTwelve years of credit work taught me the five Cs. They turn out to be a good checklist for investor relations too.
- The release sets the open. The call sets the close.6 min readHow I'd run an earnings day, and how I'd score it afterward.
- Most of the Q&A is predictable6 min readI logged 2,225 analyst questions from 119 regional bank earnings calls. Most of what gets asked can be seen coming, and that changes how a bank should prepare.