#4. Motivate Others to Act
15 Tips for Presenting Impressive Stock Pitches
If you survey a room of 100 people and ask them to self-evaluate their professional skills, the vast majority will say they are “above average.” This unworkable math has been studied by psychologists who find the human mind is hard-wired to overestimate our abilities, possibly as a survival technique dating back to our caveman days. Unfortunately, too many equity…
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…
Ensure Your Research Message Has Substance and Style
If forced to make this choice when buying a new car, would you prefer one with excellent performance and handling (engineering) that looks plain on the outside or one with just average performance and handling that looks stylish and high-end on the outside? This is the age-old dilemma of substance vs. style, which equity research…
Use This ADViCE™: 5 Elements for Conveying Stock Calls Successfully
We can make countless recipes in our kitchens, often which require ingredients we’ve never used before, but as a general rule, they don’t require we purchase new pots or pans. When it comes to communicating stock calls, I find many analysts essentially buying new cookware with each new message, which is a drain of their…
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”…
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…
Do You Know the Key Ingredient Found in the Best Stock Calls?
Would you offer to cook someone rack of lamb if you had no lamb? How about offering to prepare chicken Kiev but you have no chicken? Presuming most everyone would note such an essential missing ingredient, I then ask: why are so many stock calls missing a unique insight? I have reviewed hundreds of stock…
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