Best Practices Bulletin
Providing best practices for equity research analysts using our GAMMA PI™ framework
How to Select the Optimal Valuation Method to Build Better Price Targets (Part 2 of 3)
In my prior post I discussed the importance of identifying the optimal valuation method, which includes researching the valuation method used by most other equity analysts who cover the sector and stock being researched. In this entry, I delve into the pros and cons of the most popular valuation methods. To ensure I wasn’t missing…
How to Select the Optimal Valuation Method to Build Better Price Targets (Part 1 of 3)
In a prior post I noted all stock picking best practices (or “tips”) can be put into one of the four elements of our TIER™ framework (see image below). If you’re asking “why should I care?”, I’d reply that the best stock pickers have a consistent philosophy and methodology for picking stocks. If you already…
Top TIER™ Analysts Follow These Four Steps To Ensure Great Stock Picking
If I asked, “What are the steps to making a delicious lasagna?” or “What’s required to hit a golf ball straight down the fairway?” you might know the answers already, but if you didn’t, you’d definitely know where to find someone who does. What would you say if I asked, “What are the steps to…
Struggling to Find Good Stock Calls? 10 Tips to Find More Time
“I have trouble coming up with good stock calls,” is one of the most common concerns I hear when starting a new one-on-one coaching assignment with an analyst. There are dozens of skills required for great stock picking, but only one that burdens almost all analysts, regardless of experience level or geographic location: time management….
6 Tips To Avoid Making Common Valuation Mistakes
Oh no… you’re the featured speaker at your department’s stock selection meeting because it’s becoming clear to everyone your highest profile stock call isn’t going to hit your price target. What went wrong? Bad valuation? Bad forecast? Or bad luck? If it was bad valuation, this post will help reduce (or potentially even eliminate) this scenario…
The 7 Challenges That Hold Back Great Stock Picking
Imagine picking up your car after it’s been supposedly repaired and discovering it’s still not fixed. Then, after a second trip to the shop the problem is still not resolved. What if this issue was an industry-wide phenomena? How would you feel about auto mechanics? According to the most recent SPIVA report , 60% of large-cap managers…
Eat What You Order, Not What You’re Served: Tips for Taking Command of Your Information Flow
You enter a restaurant and the server walks over to your table and serves you four plates of random food, most of which don’t appeal to your tastes. Unfortunately, many equity research analysts are getting just this in terms of their daily information flow, which is giving them the equivalent of professional indigestion. In most…
Quiz: How Much Time Are You Wasting? (It Could Be Costing You Money)
We all have the same 24 hours in a day, but I find some analysts use it much more effectively than others. Based on my experience I don’t sense the level of a person’s time management skills has anything to do with their intelligence, professional experience or even their degree of ambition. It comes down to…
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