Shows
Run the NumbersFinancial Storytelling Can Move Markets As Much as Results – Morgan Stanley Exec ExplainsIrrespective of the numbers, financial storytelling and strategic communication play a massive role in influencing market perceptions. Hamza Fodderwala, Executive Director at Morgan Stanley, joins CJ to discuss the critical role of CFOs in shaping and communicating a company's financial story. Hamza explains the role of storytelling in driving stocks, the significance of aligning company narratives with prevailing market themes, the metrics that software investor analysts do and don’t want to see, the delicate balance of transparency in financial disclosures, and the art and science of giving good guidance. Hear how to balance long-term thinking with short-term market pr...2025-05-0155 min
Inside the NetworkHamza Fodderwala: The future of cybersecurity — 2024 retrospective, 2025 predictions and what founders need to knowIn this holiday episode special, we’re joined by Hamza Fodderwala, Executive Director at Morgan Stanley, where he leads cybersecurity equity coverage. He joined Morgan Stanley's software research team in early 2016 and leads coverage for public cybersecurity companies like Palo Alto Networks, CrowdStrike, Fortinet, SentinelOne, Okta, Zscaler, Cloudflare, Rapid7, Check Point, Qualys, Varonis and Tenable. Before Morgan Stanley, Hamza was an equity research associate at Susquehanna International Group covering the financial technology sector. Hamza graduated from New York University, with a Bachelor of Arts in Economics.We dive into Hamza’s insights on the majo...2024-12-2957 min