The sell-side narrative is a spread, not a number, and the IR team that averages it loses the argument at the next call. WorldbyFlow names each forecast's source, as-of date and basis, and shows the spread, so your read of the street is one you can put in front of the CFO.
Written for Runs IR at a public company; tracks the sell-side narrative.·Runs in the Finance domain
Investor relations is a running read of what the market expects and why. The scans here keep that read current: consensus with sources and dates, sentiment with the pollster and method shown, a dated calendar of the events that move the stock, a graded explanation of a peer's or an activist's move, and a dossier on the holders and the funds that matter.
Every forecast with its source, as-of date and basis, and the spread shown rather than a manufactured house number. The consensus page for the CFO.
Investor sentiment with the pollster, sample, method and sponsor named. What investors say they think, measured honestly.
A dated calendar of what moves the name, each date's basis stated. The IR calendar behind the corporate one.
Why a peer, a board or an activist did what it did, with candidate explanations graded against the record. The read before the call from the chairman.
A dossier on a holder or an activist: stated strategy, documented activity, people. Who is on the register and what they have done elsewhere.
The order matters. The first read gives you the structure; the next ones fill the parts that are hardest to source by hand.
You know the street cold. Check whether the spread and the sources match what your models show before trusting it on a peer.
Strategy, activity, people, documented. The dossier before the meeting request.
The stated reasons and the alternatives, graded. The preparation for the question your board will ask.
A guidance change, a holder filing or an activist letter at a peer becomes a watched signal.
Every figure and quote links to where it came from. A claim the scan could not source is marked as such rather than dressed up.
Export the consensus read as a PDF for the CFO's pre-call pack, or share it as a page the executive team can open.
Ask a follow-up question of any result, or run a Red Team pass that tries to break its own conclusions before someone else does. How the grades work →
Mortgage relief during a federal shutdown is opt-in and paperwork-triggered, not automatic: the household has to call the servicer and supply proof of furlough or benefit delay before a payment is actually missed.
The fastest way to judge the result is to pick a subject you know cold and read it against what you know. If a colleague sent you here with an invitation, the credits land on your account when you sign up.