How the web is changing equity research

ROBERT Passarella, a veteran of Morgan Stanley, JP Morgan, Merrill Lynch and Bear Stearns, has spent over 18 years on Wall Street focused on leveraging technology and innovative information sources to empower equity research.

Most recently, he was one of the founders of a company that aimed to mine the web to glean valuable insights for investors.

In a recent webcast for O’Reilly Media, he outlined how the equity research industry is changing and how the web is being used by research departments to discover new sources of insight at low or virtually no cost.

I attended the live webcast and asked some of the questions via text that you will hear him address. A 74-minute video replay of the presentation can be viewed in the YouTube video embedded below.

It’s an excellent introduction to a topic that has major implications for the IR profession.

Dominic Jones

IRWebReport.com was founded by Dominic Jones in February 2001 to promote best practices for online investor relations communications. All articles on IR Web Report are unpaid editorial. If we write about any company with which we have a business relationship — either directly through sponsorship, or indirectly through consulting services — we fully disclose the relationship in the article itself. Sponsors are identified as such in the right sidebar. Anyone is able to see our sponsorship fees. Without sponsors, we would not be able to continue publishing on a regular schedule. Please support independent content in the IR industry.

2 responses to “How the web is changing equity research”

  1. Bill Davenport

    Dominic,

    Thanks for the link to this interesting presentation. On a personal level i liked hearing the part about the importance of earnings calls and transcripts since the company I co-founded (BD-X) was sold to CCBN (which then sold to Thomson) as the basis for this service. We actually thought about running a voice stress analyzer back then to try to get some interesting data about the tone of the call.

    Outside of the importance of RSS feeds, what implications do you draw out of this for IROs?

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