Best Practices Bulletin
Providing best practices for equity research analysts using our GAMMA PI™ framework
22 Best Practices for Avoiding Common Forecasting Blunders (Part 2 of 2)
As a reminder, this post is Part 2 of my discussion highlighting the sources that cause us to derive inaccurate forecasts. In my first post, I highlighted all the ways we can be misled by company management, which is usually the fault of the analyst because, after all, our investors pay us to do more…
22 Best Practices for Avoiding Common Forecasting Blunders (Part 1 of 2)
Back in business school, it was easy to forecast a company’s prospects. Simply plug the numbers from the case into Excel and voilà, out pops a forecast accurate enough to please the professor. Wow, I’m smart! It was only after arriving on Wall Street and getting my teeth kicked in a few times did I…
9 Best Practices for Making Field Research Yield Great Stock Ideas
Remember the first time you visited a zoo? You probably found some elements better than expected (a roaring lion or polar bear diving through the water) and some worse than expected (the smell of the monkey house). Similarly, as analysts, we can easily convince ourselves we have the proper perspective on our sectors and companies…
Three Critical Steps for Extracting Great Insights (Step 3: Entice a Thorough Response)
Have you ever found yourself going into a store or making a call for something you need only to be disappointed by the salesperson? As soon as the experience began to deteriorate, you probably had little interest in sharing your needs because you thought “let me just end this pain and find a better option.”…
Three Critical Steps for Extracting Great Insights (Step 2: Calm Their Concerns)
“I can’t believe you would be so insensitive!” “How could you say something like that?” Have you ever heard these statements directed at you? What was your initial reaction? A voice in your head probably said, “Be very, very careful what you say next.” It’s human nature to raise our defenses when we feel attacked,…
Three Critical Steps for Extracting Great Insights (Step 1: Identify Parameters)
Think of your favorite CNBC journalist and ask why he or she is likely to get more information from a CEO than a typical analyst. If you don’t have an answer, it’s because the top journalists have been trained to use best practices for interviewing (or even “interrogating”) which can make them incredibly effective. Throughout…
6 Steps For Generating More Insights Than Your Competitors
Think of a website, newspaper or magazine you regularly seek out. It might be something as well known as the Wall Street Journal or Financial Times, or much more specialized like MacRumors. Ask yourself why you go to these sources as your “first read.” One reason is they provide unique information before any others. I…
How to Select the Optimal Valuation Method to Build Better Price Targets (Part 3 of 3)
This 3-part post is all about following best practices for selecting the optimal valuation method…namely the one that’s going to derive a price target more accurate than consensus. As noted in Part 2 of this 3-part series, there are limitations to every valuation method, but some are better than others. For years I had been…
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