#1. Generate Informed Insights
20 Questions to Tell How Well You Allure New Information Sources
Have you seen one of the obstacle course TV shows like Ninja Warrior or Spartan Ultimate Team Challenge (or even Wipeout)? Do you think the winners have a strategy before they start the course? You bet they do. Now ask yourself, do equity research analysts approach potential information sources with a clear strategy for getting…
Answer These 7 Questions to Tell If You’re a Great Networker
According to studies, 50%-74% of the population consists of extroverts and yet when I ask “who is an extrovert” among a room filled with equity research analysts, the response I get is 5%-20% (I’ve done this informal survey at least 30 times over the past 3 years). From my perspective, we self-selected to get into…
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…
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…
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
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”…
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…
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