Best Practices Bulletin
Providing best practices for equity research analysts using our GAMMA PI™ framework
16 Tips to Minimize the Most Troubling Disruptions Hurting Your Research Efforts
You have two flights to choose from, one is non-stop and the other has a 2-hour layover. If they’re both the same price, which one do you choose? Assuming the layover doesn’t allow for a quick sightseeing jaunt in a city of interest, it’s a no-brainer to buy the non-stop. And yet, I would contend…
Don’t Miss a Great Insight Due to Poor Planning
During the 2004 Olympics, rifle shooter Matt Emmons was one shot away from the gold medal. For his next shot he hit the target dead center, but failed to win the medal… Why? Because he aimed at a competitor’s target, known in the sport as a crossfire. I applaud when equity research analysts take the…
ENTER™ to Win Praise from PMs and Clients
#1. Generate Informed Insights, #2. Accurately Forecast, #3. Make Accurate Stock Recommendations, #4. Motivate Others to Act
Did you ever get a class grade or test score below your expectations? It happened to me when I received my CFA level 3 results, which politely told me I failed. My initial reaction was, “This can’t be right!” In fact, that was my belief for at least two months, until I received a “fail analysis”…
The 6-8 Tactics for Being a Successful Equity Research Analyst
At the end of a typical work day, do you feel as though you achieved most of what you set out to do that morning? Are you regularly being acknowledged, or even rewarded, for doing a great job? If you answered “yes” to these questions, read no further. But if you’re like the majority of…
Highlighting the Detonator is Critical for Making Great Stock Calls
It’s January and the analyst is forecasting a $75 stock to be at $100 by year end, based on the company’s “visionary management team” and “innovative products.” Over the course of the year, the analyst writes 7 research reports about the stock, updates his model 4 times and makes 9 presentations. Now it’s December and…
How to Build an Impressive List of Industry Sources
When I was a kid, we put together a seasonal pool each summer in our backyard, and every fall came the undesirable process of taking it down (more of a drain on our emotions than of the pool). Draining the pool required siphoning out the water with a garden hose, but in my neighborhood back…
8 Tips to Win Over Information Sources and Influence Your Boss/Clients (Part 2 of 2)
Those of us with finance backgrounds usually lack a key skill found in those with marketing backgrounds. We tend to think “if we build it they will come” in terms of expecting others to seek out our research because we spent time building a great financial model, conducting a thorough valuation analysis and writing up…
8 Tips to Win Over Information Sources and Influence Your Boss/Clients (Part 1 of 2)
This post’s title purposely has some resemblance to the title of Dale Carnegie’s famous book, How to Win Friends and Influence People, which has sold 15 million copies since being written in 1936. If you’re like me, you might ask why does a book covering such a basic concept sell so well? Based on my…
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
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.
You have Successfully Subscribed!
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).
You have Successfully Subscribed!
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!
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):
You have Successfully Subscribed!
Request Information
We will attempt to reply to you within one business day based upon the responses to our questions below.