Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing

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Developing great out-of-consensus stock calls relies heavily on generating unique insights, which are found through exchanges with experts not affiliated with the companies being researched.

In this Free Preview, best-selling author James Valentine, CFA, discusses methods for finding and cultivating unique sources of insights, which are critical to developing great out-of-consensus stock calls. While the video below is just a brief preview, we have provided the entire Learner Workbook, as well as a preview version of our Slide Booklet, which can be downloaded below. To master this key skill, purchase the full version of the workshop which contains all of the videos and materials.

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Learner Workbook (Microsoft Word)
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We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
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  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

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Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential):

You will be contacted shortly to schedule your free consultation.

Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

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Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

You have Successfully Subscribed!