The IR Bookshelf

The foundational research paper showing that changes in SEC filing language predict future stock returns. Required reading for understanding why AxonIR exists.

The classic value investing bible. Understanding how fundamental investors think helps you craft filings and communications that resonate with long-term holders.

The story of high-frequency trading and how algorithms transformed markets. Essential context for why algorithmic IR matters.

Foundational understanding of efficient markets and how information is priced in. Helps CEOs understand why filing language matters more than they think.

The definitive LBO story. Understanding hostile takeovers and shareholder activism is critical for any public company executive.

How companies manipulate financial reporting. Understanding these patterns helps you avoid language that triggers regulatory scrutiny and algorithmic red flags.

How the greatest investor evaluates companies. Buffett famously reads every word of annual reports — your filings are being judged by this standard.

NYU professor Damodaran explains how storytelling and valuation intersect. The best IR combines compelling narrative with rigorous numbers.

The original textbook on analyzing financial statements. Understanding what sophisticated investors look for in your filings is the first step to optimizing them.

The science of persuasion applied to every investor presentation, press release, and analyst call you will ever give.