Sharp thinking from
the Virgo team.
Field notes, frameworks, and uncomfortable truths about modern public relations, digital strategy, and investor communications.
Expertise
CEO Social Media Posts: The Tesla Funding Secured Case
CEO social media posts and securities law: what Musk tweeted about taking Tesla private, what the SEC alleged, the settlement terms and controls IR teams need.
Read more
Expertise
Activist Investor Defense: A Small-Cap Communications Plan
Activist investor defense for small-cap companies: the 13D clock, universal proxy cards, a shareholder-contact plan and messages to prepare before a campaign.
Read more
Expertise
Embargo Timing for Product Launches: A Day-by-Day Guide
Embargo timing for product launches: brief tier-one reporters five to seven days out, others one to three days, and fix the lift time in writing first.
Read more
Expertise
Earnings Call Preparation: The Office Depot FD Lesson
Earnings call preparation lessons from the SEC's Office Depot case: how open calls meet Regulation FD, why private analyst calls are risky, and a checklist.
Read more
Expertise
Proxy Fight Communications: How Disney Defeated Trian
Proxy fight communications lessons from Disney's contest with Trian: how the board made its case, who backed it, what it cost, and how the vote came out.
Read more
Expertise
Regulation FD and Social Media: The Netflix Facebook Case
Regulation FD and social media explained through the SEC's Netflix report: what Reed Hastings posted, why no charge followed, and what IR teams should do.
Read more
PR Tips
Smaller Reporting Company Investor Relations Guide
Investor relations for smaller reporting companies: the SEC definition, what scaled disclosure changes, which rules stay the same, and a basic IR checklist for small public companies.
Read more
PR Tips
Earnings Release Form 8-K: Items 2.02, 7.01 Explained
How a public company's earnings release moves through Form 8-K: what Items 2.02, 7.01 and 9.01 do, what furnished versus filed means, a walkthrough of a real filing, and an earnings-day checklist.
Read more
PR Tips
IPO Quiet Period Rules: What PR Teams Can Say Publicly
The IPO quiet period explained for PR teams: gun jumping, the 30-day Rule 163A window, Rule 169 factual business information, the post-effective period, and a pre-IPO communications checklist.
Read more
PR Tips
Pre-IPO Communications Plan: A Step-by-Step PR Timeline
A step-by-step pre-IPO communications timeline for PR and IR teams: settle dates with counsel, announce before the 30-day window, submit confidentially, test the waters, then run the public filing and roadshow.
Read more
PR Tips
Regulation FD for Investor Relations: A Plain Guide
Regulation FD explained for communications teams: who it covers, when disclosure must be simultaneous or prompt, how a company makes information public, a hypothetical slip, and a checklist for analyst contact.
Read more
Expertise
Battery Recycling PR: 4 Cases Facing Skeptical Audiences
Battery recycling PR lessons from Li-Cycle, Ascend Elements, MP Materials and Redwood: what each said to skeptics, what the record shows, and five steps.
Read more