Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts by James J. ValentineA real-world guide to becoming a top-performing equity analyst Praise for Best Practices for Equity Research Analysts
Jim Valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. I only wish I had this book by my side throughout my career. -- Byron R. Wien, Vice Chairman, Blackstone Advisory Partners LP
Given the fast pace and high-pressure nature of the markets, analysts dont have the luxury to make mistakes. James J. Valentines Best Practices for Equity Research Analysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under a mentor. Valentine can be that mentor. -- Jami Rubin, Managing Director, Global Investment Research, Goldman Sachs
Jims book is an excellent window into the world of securities research. Very few works cover the complete life cycle of an analyst and the necessary balance between theory and practice. This is one of them. -- Juan-Luis Perez, Global Director of Research, Morgan Stanley
Valentines book doesn t rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources, data, and contacts in order to come up with the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who want to develop an edge. -- Carl Schweser, Founder of Schweser s Study Program for the CFA Exam
Best Practices for Equity Research Analysts is by far the best written and most comprehensive book that I have read on how to become a top-notch analyst. I shouldnt be surprised; it was written by one of the best analysts that Wall Street has ever seen. Every securities firm should require their analysts to read this book. -- Eli Salzmann, Portfolio Manager
Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating.
Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything todays competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally.
Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areas of the equity research analysts role: Identifying and monitoring critical factors Creating and updating financial forecasts Deriving price targets or a range of targets Making stock recommendations Communicating stock ideas
Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. Youll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more.
Without Best Practices for Equity Research Analysts, youre just treading water in the sink-or-swim world of the equity analyst.
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Please take this quick survey to tell us about what happens after you publish a paper. Much has been written about the bull market environment in the late s that created numerous conflicts between the analysts' duty to the investor community and their firm's investment banking. But relatively little has been written about what those specific responsibilities were and why inevitable conflicts are so central to the position. This article argues that the role of a sell-side analyst sell-side analysts are securities research analysts that work for brokerage firms as opposed to those that work for money management firms is inherently one of attempting to balance the interests of its various constituencies. Although the further regulatory separation of investment banking and sell-side analysis created by the passage of the Sarbanes-Oxley Act of and new regulations from the Securities and Exchange Commission SEC and National Association of Securities Dealers NASD helped to reduce such conflicts, this article argues that conflicts continue to exist and in some cases are likely never to be solved. The author argues that, ultimately, the only constraint that will allow an analyst to do the right thing for all its constituents is a focus on the analyst's reputation.
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PDF | On Jan 1, , James Valentine and others published Best Practices for Equity Research. Join for free · Download full-text PDF Best practices for equity research analysts: essentials for buy-side and sell-side ana-.
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Stock reports are available on 1, of the most popular stocks. Equity Results. Investors seem to love new funds, which draw a majority of global inflows. Our written research product is designed to effectively facilitate the communication of our investment conclusions and recommendations. Equity Research. Take a good business writing class.