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Institutional Investor ("II") Ranking - The Bea...
This week I explain II ranking. II stands for Institutional Investor, a magazine company that annually surveys public equity investors about their favorite Wall Street research analysts. The votes are...
Institutional Investor ("II") Ranking - The Bea...
This week I explain II ranking. II stands for Institutional Investor, a magazine company that annually surveys public equity investors about their favorite Wall Street research analysts. The votes are...
Why Equity Sales is Essential in Equity Research
When I started in equity research, I wondered why salespeople existed on the trading floor. All they do is on the phone with clients every day, wine-and-dine with them and...
Why Equity Sales is Essential in Equity Research
When I started in equity research, I wondered why salespeople existed on the trading floor. All they do is on the phone with clients every day, wine-and-dine with them and...
The Non-Target Paradox, No Shortcutting, Goal-s...
Continuing last week’s discussion, I share with you the remaining observations that you should know in order to succeed in your public equity job search. The Non-Target Paradox There was...
The Non-Target Paradox, No Shortcutting, Goal-s...
Continuing last week’s discussion, I share with you the remaining observations that you should know in order to succeed in your public equity job search. The Non-Target Paradox There was...
Crowdsourcing, Procrastination, Maturity & Punc...
My coaching business is approaching its 3-month launch anniversary. I want to share with you some observations based on my client interactions. To be clear, this article series is not...
Crowdsourcing, Procrastination, Maturity & Punc...
My coaching business is approaching its 3-month launch anniversary. I want to share with you some observations based on my client interactions. To be clear, this article series is not...
For Buy-side Preparation: ER > IB
Many clients ask me: Should I do Investment Banking (“IB”) if I want to do equity investing? (“buy-side”). This week, I discuss with you why Sell-side Equity Research (“ER”) equips...
For Buy-side Preparation: ER > IB
Many clients ask me: Should I do Investment Banking (“IB”) if I want to do equity investing? (“buy-side”). This week, I discuss with you why Sell-side Equity Research (“ER”) equips...
2022 Dick's Equity Analyst Poll (For Buy-side R...
Eligible voters: current or former equity investors primarily investing in US stocks A ballot will not be counted if I cannot validate your identity. All information is kept strictly confidential. For...
2022 Dick's Equity Analyst Poll (For Buy-side R...
Eligible voters: current or former equity investors primarily investing in US stocks A ballot will not be counted if I cannot validate your identity. All information is kept strictly confidential. For...