The onset of the COVID-19 pandemic wreaked havoc on many commercial markets, leaving corporations to reassess strategies and priorities. In times of uncertainty, business leaders and investors are well served to remember management practices that have created value and withstood the test of time. This report highlights four types of executive policy that drive value creation: p...
READSell-side analyst coverage data provides a new and rich source of establishing connections between firms, as analysts (given their industry expertise) are likely to cover fundamentally related firms. This report uses sell-side analysts’ coverage data to build a connected-firm network (CFN) - a portfolio of companies that are covered by analyst(s) that follow a focal firm. This ...
READInvestors looking for ideas amid the recent market downturn may profit from an understanding of beneficial ownership filings: SEC schedules 13D and 13G. Large shareholders must file a 13D or 13G when they acquire 5% or more of a voting class of a corporation’s shares. These purchases, therefore, often represent high conviction buys by activists, industry insiders, hedge funds, ...
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