The Firm
The only provider in the world with a comprehensive evaluation and training program to accelerate the performance of equity research analysts.
Our unique offerings specialize exclusively in equity research. They are based on extensive inside-the-trenches experiences – from the perspective of both the analyst and manager of analysts. This perspective, combined with years of in-depth research, informs our fresh approach to best practices for conducting equity research.
Our frameworks allow for accelerated learning of the best practices from the top analysts
Founder
Dr. James J. Valentine, DrBA, CFA
Dr. James Valentine started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls.
Dr. Valentine’s work has been quoted and recognized by many reputable organizations including:
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Evalulate our tools for free
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)
- CFA Society leader responsible for programming
- Professor teaching students pursuing careers in equity research
You will receive:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- Sample chapter of Best Practices for Equity Research Analysts
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
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Take Our Free Quiz
You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions):
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We will attempt to reply to you within one business day based upon the responses to our questions below.
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Download a Chapter
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GAMMA PI™ SAMPLE
Try 2 of the 15 GAMMA PI™ Modules for Free
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).
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Schedule a FREE Consultation
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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):
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)