Best Practices Bulletin
Providing best practices for equity research analysts using our GAMMA PI™ framework
10 Tips to Avoid Following the Herd in the Wrong Direction
Psychologists have discovered in situations when the “Do Not Walk” sign is illuminated, people are more likely to cross the road if the person ahead of them starts to walk, often without looking to see if it’s safe. Soon after hearing about this study I was in Midtown Manhattan, late for a meeting, jogging across streets…
Ensure Your Research Message Has Substance and Style
If forced to make this choice when buying a new car, would you prefer one with excellent performance and handling (engineering) that looks plain on the outside or one with just average performance and handling that looks stylish and high-end on the outside? This is the age-old dilemma of substance vs. style, which equity research…
Validating Your View Raises the Odds of a Great Stock Call
If you’re an equity research analyst, you probably do a fair amount of flying. How would you feel if you were at the airport and overheard the pilot telling the gate agent, “We’re running late and so I’m not going to go through my standard safety checklist.”? I would probably take another flight, not so…
Avoid the Common Mistake of Not Knowing “WIIFT”
Almost every time I begin sharing best practices for seeking unique information sources (for generating informed insights), one of the analysts in the room asks, “Why would someone out in the industry want to talk to me?” Before I provide my response to this question in the table below, I should probably highlight that this…
7 Philosophies to Ensure the Ideal Entry Point for Stock Picking
If you’ve had the opportunity to visit a casino, what’s your reaction when walking through the impressive, color-filled lobby while hearing the clanging of the slots? Does your mind immediately go more to “this is going to be fun” or “how am I going to beat this system?” If it’s the latter, you might have steps…
The 5 Things Buy-side Analysts Value Most from Sell-side Analysts
If you go to just about any store, restaurant or service provider, you’ll come across a price list. Even if you’re seeking an elaborate, customized service like planning a wedding, it’s not too difficult to get a list of prices to help weigh the benefit versus the cost of each option. Can you think of…
Use This ADViCE™: 5 Elements for Conveying Stock Calls Successfully
We can make countless recipes in our kitchens, often which require ingredients we’ve never used before, but as a general rule, they don’t require we purchase new pots or pans. When it comes to communicating stock calls, I find many analysts essentially buying new cookware with each new message, which is a drain of their…
Mastering the 3 Stages of Interviewing Management and Information Sources
Have you ever sat through a bad presentation? If you’re like most analysts, you’ve seen too many of them. Why is it a bad presenter seems to have no clue they’re not resonating with the audience? It’s often that they assume because they can speak, they can present. This post isn’t about presenting, but rather I…
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