Effective Strategies to Gauge Investor Sentiment

In this episode, David discusses the best methods for understanding how investors perceive public companies. He highlights the importance of directly asking for feedback after investor meetings, roadshows, and conferences. 

David suggests conducting perception surveys through third parties to obtain unvarnished and actionable insights into a company's strategy, investment prospects, and necessary operational or financial milestones. Gathering this information helps in refining messaging and enhancing investor relations programs.

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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