#7. Individual Characteristics

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…

3 Steps to Avoid Making Ethical Mistakes That Could Hinder or End Your Career

Let’s say a co-worker wants you to go out with the team after work but you don’t find it appealing and so you mention you’re not feeling well. Later that evening you run into them at a bar. How would you feel in the moment when your “little white lie” is discovered? I suspect, the…

How to Cope With Bad Stock Calls Without Self-Destructing

Do you prefer Coke or Pepsi? Steak or chicken? Blaming others or taking all the blame? The last question pertains to coping strategies—our innate psychological self-defense mechanism to reduce stress in the face of adversity, such as how an analyst would respond after making a bad stock call. Certain coping strategies are important for good…

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