ER Courses Sign-up

I am developing three courses for (sell-side) equity research: 

  • Landing an Offer (outline below)
  • Advice for Current Associates (outline TBD)
  • Business Drivers for Different Sectors (outline TBD)

Please forward the sign-up form to your friends who also aspire to a career in equity research.

For all courses: I will accept the first 25 clients into the course with an introductory price of $299 (a 25% discount from the planned full price of $399.)


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Landing an Equity Research Offer course outline

(subject to change)

Course format: Presentation with my voice over. Some parts will contain screen recording (eg. how to read 10-K). Lifetime access. 

  1. Instructor Introduction
  2. Course Goals:
    1. Clear Misconceptions About the Profession
    2. Develop the Skills to Demonstrate Intrinsic Ability
    3. Understand “Backdoor Paths” Into Equity Research
  3. How Equity Research Works
    1. Meet the Constituents and How They Work With Each Other – S&T, Company Management, Institutional Investors, Company Management, Supervisory Analysts
    2. Team Structure and Responsibilities (from MD to Junior Research Associate)
    3. What Firms Offer Equity Research Reports – BB vs. MM vs. Research Boutiques
    4. What Value Does Equity Research REALLY Add?
    5. The Two Regulations That Dramatically Changed the Profession – Reg FD and MiFID II
    6. The Annual Beauty Contest – Institutional Investor Voting Process
    7. Career Progression and Exit Opportunities
    8. Your Instructor’s A Day On the Job
  4. How to Get an Equity Research Job
    1. The Front Door vs. The Back Door Path
    2. The Back Door Job Sourcing
      1. Developing Intrinsic Skills
      2. Job Sourcing Channels
      3. How to Network
      4. Do’s and Don’ts
    3. The Interview – Stock Pitch, Behavioral, Technical
    4. What Questions to Ask Your Interviewer
    5. The Technical Test – Modeling and Writing an Earnings Note
    6. Offer Decision Algorithm: Why Analyst > Sector > Firm > Salary
  5. Stock Pitch – The Ultimate Showcasing of Intrinsic Ability
    1. How to Read a 10-K
    2. Idea Generation
    3. Crafting a 2-minute Pitch
    4. What Not to Do (eg. Pitching a Name in Analyst’s sector)
    5. Tips

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Succeeding in Equity Research Course

(subject to change)

Course format: Presentation with my voice over. Some parts will contain screen recording (eg. how to read 10-K). Lifetime access. 

  1. Instructor Introduction
  2. Course Goals:
    1. Developing Good Attitude and Habits (as a first-time corporate employee or a career changer)
    2. Becoming An Irreplaceable Junior
    3. Building Your Brand
    4. Managing Your Career Timely and Effectively
  3. Work Habits / Mindset
    1. Mindset / Attitude: It's a client service job. Everything needs to tie back to serving the client well.
      1. Intrinsic work quality still matters the most
      2. Don't look for shortcuts
      3. Many more in the actual course!!!
    2. Habits
      1. Being resourceful
      2. Taking good notes
      3. Many more in the actual course!!!
  4. Core competency development
    1. Learning an industry
    2. Learning a business
    3. Financial modeling best practices
    4. Writing
    5. Pay attention to what moves stocks
    6. Special section for “closet buysider” from the Toad’s perspective
    7. Advice for VP-bound associates
  5. Effectively interfacing with your constituents
    1. Senior Analyst
    2. Your teammate(s)
    3. Equity salespeople
    4. Clients - Institutional Investors
    5. Your other sector colleagues
    6. Your comrades working for other analysts in your sector
    7. Industry contacts
    8. Company Management
  6. Managing Your Career Progression
    1. Are you progressing?
    2. How do you know if you want to be a sell-side lifer?
    3. When you know things are not working with your boss?
    4. What are your options?
    5. Executing the exit