Best Practices Bulletin
Providing best practices for equity research analysts using our GAMMA PI™ framework
I Don’t Have Time for Your Agenda
Are equity research analysts intelligent and hardworking? Absolutely. Then why do so many struggle to find the unique insights required for generating alpha? My thesis: they let too much of their time get consumed by other people’s agendas (OPAs). Early in my career I struggled to add value even though I was working from 7…
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 3 of 3)
#1. Generate Informed Insights, #2. Accurately Forecast, #3. Make Accurate Stock Recommendations, #4. Motivate Others to Act, GAMMA PI™ Area
In Part 1 & Part 2 of this series, I asked if you have trouble finding time to develop killer insights for stock picking. To solve this dilemma, I provided a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 2 of 3)
#1. Generate Informed Insights, #2. Accurately Forecast, #3. Make Accurate Stock Recommendations, #4. Motivate Others to Act, GAMMA PI™ Area
In Part 1 of this 3-part series, I asked if you find your days jammed with meetings and calls and yet no killer insights. To solve this dilemma, I introduced a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 1 of 3)
#1. Generate Informed Insights, #2. Accurately Forecast, #3. Make Accurate Stock Recommendations, #4. Motivate Others to Act, #5. Acquire Buy-Side Votes (Sell-Side Only)
If you wanted to fish for swordfish, chartering a deep water fishing boat with an experienced captain would be a sound strategy, but wouldn’t it be better to find a boat where the captain is known for having the customers who bring the biggest fish back to the dock? The best equity research analysts don’t…
10 Questions Equity Research Analysts Should Answer Before Making a Stock Call
Over 80% of equity research lacks insight. That’s what I learned from interviewing over 40 portfolio managers in New York City, London, Singapore and Tokyo. Let’s face the fact that our industry lacks quality control measures (and a rigorous training program), which leads to heaps of compost (or other material used to fertilize your garden)….
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