Search results

  1. Is my all in comp low?

          I am a 1st year analyst at an independent research shop working for one of the top revenue generating teams. Though we have an office in NYC, our headquarters is located elsewhere in the Midwest (not CHI) My base pay is $40K w/ a bonu ...

    14 comments - 0 silver bananas - Mar 7 2011 - 9:59pm -

  2. To all the elitists out there (warning: long)

    from this forum, but any thoughts will be appreciated. I especially want all you finance elitists out ... Johnson and Johnson bought all my reports and said they were the most accurate they had seen in recent ... of last Friday. As for the other analyst? Well he has only lost money, all his fancy macroeconomic ...

    30 comments - 0 silver bananas - Oct 28 2007 - 7:08am -

  3. With equities at all time highs, how do you stay BUY rated on stocks?

          Say you cover Microsoft and your fundamental analysis gives a TP of $XX. But with general capital rotation into equities you are now within a few % of that TP, without any material change or catalyst to MSFT itself to justify the stoc ...

    5 comments - 0 silver bananas - Mar 18 2013 - 3:33pm -

  4. Does having a CPA/Big4 experience help at all when breaking into ER?

          basically what the title says cpa big 4 ...

    8 comments - 0 silver bananas - Sep 9 2008 - 1:20am -

  5. Looking for a way to get all SEC data for US Public companies in the last 5 years

          Hello all! I am wondering if there is a way of getting 10ks for all US public ...

    1 comment - 0 silver bananas - Jan 16 2016 - 2:57pm -

  6. 2010 Institutional Investor All-America Research Awards

          Here is Institutional Investor's Annual All-America Research Awards for ...

    3 comments - 0 silver bananas - Dec 31 2010 - 11:53am -

  7. Question for Buy-Side Analysts: How do you learn "all" about a company?

          Hello all, I am an aspiring fundamental/value-oriented investor about to ...

    2 comments - 0 silver bananas - Jun 29 2013 - 2:26pm -

  8. Missed all my opportunities.. seeking advice on upcoming interview

          I have one opportunity that I don't want to lose this time and have the below questions for this SS ER interview. 1) How do I structure my verbal stock pitch? I have the information already gathered but can someone point me to a ...

    0 comments - 0 silver bananas - Sep 3 2015 - 10:29pm -

  9. Institutional Investor All American

          Could anyone provide me with the Institutional Investor All American Research ...

    1 comment - 0 silver bananas - Jun 25 2012 - 10:37am -

  10. How Old is Too Old to Intern?

    in the career switch, saying it's a fact of life and we all had to do it. Not that I mind ...

    37 comments - 0 silver bananas - Feb 27 2016 - 11:00am -

  11. What to do when the HR ignores you?

          Hi wise people here on WSO, Hope all is well? I am really frustrated with my ... dodging my call and is just not being responsive at all. I feel like I should at least know what's ...

    22 comments - 0 silver bananas - Feb 16 2016 - 11:16am -

  12. How do you value a watch company?

          How do you value a Watch company like Richard Mille? All similar companies ...

    14 comments - 0 silver bananas - Nov 18 2015 - 4:48am -

  13. Gordon Growth Model- OXY vs. ED

    stupid homework questions on here all the time (aka the econ101 kid) and it pisses you guys off big time. ... So just to reiterate, I'VE DONE ALL THE WORK! I would just appreciate if someone could look it ...

    11 comments - 0 silver bananas - Feb 20 2016 - 4:43pm -

  14. CFA Materials: Schweser vs Bloomberg

          Hello all, This week I registered for CFA Level 1. I registered for the June ... physical books- they're all PDFs and videos. Any suggestions on choosing between these two products? ...

    16 comments - 0 silver bananas - Aug 28 2015 - 5:15pm -

  15. Excel Modeling Test for Interview

    all 4Qs in FY 2016. Seems too easy that I must be missing something. Equity Research ...

    6 comments - 0 silver bananas - Mar 2 2016 - 1:06pm -

  16. AMA 1st year associate sell-side credit research at BB in London

          Hi All, I've been lurking around WSO for a very long time, and a lot of ...

    28 comments - 1 silver bananas - May 13 2015 - 1:12pm -

  17. IF Statement Problem

    = OE, "OK","NO"). They all add up but for some cells, I'm getting the false ...

    7 comments - 0 silver bananas - Nov 25 2015 - 7:21pm -

  18. Generalist Strategy Consulting vs. Biotech ER

    least 190K all in after 2-4 years). 2) Ability to work around Washington D.C. area (after 5-8 years). 3) ...

    6 comments - 0 silver bananas - Mar 14 2016 - 12:14pm -

  19. Post-MBA Equity Research Comp at BB

          Hi all, I'm a first year student at a top-5 US MBA program and recently ... Associate would make (all in) at an NYC BB for Equity Research? Any comp information related to career ...

    5 comments - 0 silver bananas - Feb 1 2016 - 11:45am -

  20. What to do before diving in Full-Time

    full-time within the Equity Research division. I wanted to know from you all, if there are training tools ...

    8 comments - 0 silver bananas - Sep 28 2015 - 8:08pm -

  21. Here is How Equity Research Works- 4 Steps

    a lot of socializing and fun. And by doing all this, he easily clears over a million a year, more than ... aside. And that isn't going anywhere. You can talk about equity volumes all you want, you can ... believe ER is a cost center all you want (which is not true), but the industry is going no where. Will it ...

    103 comments - 56 silver bananas - Apr 21 2016 - 4:36am -

  22. Price targets?

          Hi all- very amateur-ish question, I think, but I'm not sure of the ...

    6 comments - 0 silver bananas - Feb 1 2016 - 10:26am -

  23. Help with financial modeling assignment

          Hi all, I'm new to this forum and I'm looking for some help. To ...

    5 comments - 0 silver bananas - Jan 27 2016 - 10:36am -

  24. Beginner DCF and How to Value

          Hello all: I am currently trying to learn the basics of DCF modeling, but ...

    6 comments - 0 silver bananas - Dec 5 2015 - 11:06am -

  25. Signing up for the CFA, should I use Schweser or AnalystNotes?

    AnalystNotes I can get all of their study material for less than $200 which seems like this is a bargain. Is ...

    7 comments - 0 silver bananas - Nov 6 2015 - 5:35pm -

  26. Need Equity Research Report Sample

          Hey all, I was talking to a equity researcher sell side(C.L King and ...

    4 comments - 0 silver bananas - Feb 2 2016 - 1:07pm -

  27. AMA: I am an Equity Research Associate

    points- what was my background and my experience? It all spelled science/research/medicine, so I focused ... either, investment banking analyst roles or equity research associate roles, all within the life sciences ...

    79 comments - 4 silver bananas - Aug 6 2014 - 8:49am -

  28. Cold emailing alumni during earnings season: terrible idea?

    a favor (and let's be real, it's a favor). Any and all advice is appreciated. Reality checks are ...

    10 comments - 0 silver bananas - Jul 31 2015 - 2:11am -

  29. BB Equity Research VP or B-School to pursue M&A Associate Role?

    specific industry (I'm passionate about my industry and can spit game on it all night and day). ...

    13 comments - 0 silver bananas - Jul 18 2015 - 3:27pm -

  30. That Awful Moment When You Realize...

          You'll be facetiming it up from 2pm-8pm. What do y'all do to combat ...

    9 comments - 0 silver bananas - Jan 12 2015 - 5:35pm -

  31. Summers / First Years, how do you spend your time?

          For all current summer interns or junior associates, I am curious to know ...

    8 comments - 0 silver bananas - Jul 19 2015 - 11:57am -

  32. Goldman Sachs GIR interview?

          Hey all, I've got an an interview coming up for an internship in ...

    4 comments - 0 silver bananas - Jan 20 2016 - 1:50pm -

  33. ER SA recruiting timelime?

    the same? (Talking about at BBs). I see all these posts about IB SA info but no specific mention of us ...

    5 comments - 0 silver bananas - Oct 14 2015 - 11:35am -

  34. How good is Guggenheim Equity Research

    Guggenheim ranked among MM banks? How's the research team ranked on the street? All I heard was ...

    7 comments - 0 silver bananas - Apr 24 2015 - 1:10pm -

  35. Delete This Topic

          Thanks for all the help. While our sample was by no means representative, ...

    12 comments - 0 silver bananas - Feb 23 2015 - 6:49pm -

  36. Family Office--> ER?

    charter would be of minimal help. If all else fails, would my weak work experience hurt me even if I went ...

    3 comments - 0 silver bananas - Apr 20 2016 - 6:29pm -

  37. ER at Top Boutique with Top II Analyst vs BB with no II Ranking

    applying and withdrew all my other applications. My offers are at a top boutique e.g. A|B, Jefferies, ...

    4 comments - 0 silver bananas - Jan 15 2016 - 12:09am -

  38. Starting a Securities & PE Research Firm

    advice and to answer some questions I would be greatly appreciative. BTW, I am expecting heat from all of ...

    26 comments - 0 silver bananas - Feb 14 2014 - 5:00am -

  39. Consulting vs Equity Research- Is the prestige of consulting worth $25k per year in opportunity cost?

    Equity Research (less prestigious middle market brand). ER: all-in comp probably around $105k after bonus ... Consulting: all-in comp will be $80k What do you all think? Is the Extra $25K at the middle market bank worth ...

    9 comments - 1 silver bananas - Aug 15 2014 - 9:10pm -

  40. DCF please help! beginner

    and what better way than to start with the DCF model. I am new to all of this and am looking for some ...

    8 comments - 0 silver bananas - Apr 18 2015 - 5:41pm -

  41. Valuation related confusion

          I tried to value Accenture but my final numbers are all over the place. ...

    5 comments - 0 silver bananas - Oct 15 2015 - 12:57am -

  42. Best Practice for Converting Currency for Historical Financial Statements?

    financial statements and do the conversion, should I be using the current exchange rate for all the ...

    5 comments - 0 silver bananas - Jul 27 2015 - 3:07pm -

  43. Please suggest which job you think I should pick....

          Hi All, I am currently an associate covering the restaurants sector at ...

    7 comments - 0 silver bananas - Jul 2 2015 - 7:59pm -

  44. Breaking into ER from non-target

    positions after I finish my grad school program if I continue to have no luck with job apps? Thank you all ...

    5 comments - 0 silver bananas - Oct 12 2015 - 4:18pm -

  45. Valuation Question- Returning Cash to Shareholders

    Is maintaining a dividend policy above 100% of earnings- Is paying almost all dividends with earnings ...

    6 comments - 0 silver bananas - Jul 31 2015 - 10:23am -

  46. Why Are These Guys Still Doing ER?

    years. I would imagine they get offers from HF 's all the time to run money and with the current ... switch to the buy side, how much money can they realistically expect to be running? 2012 All ...

    94 comments - 0 silver bananas - Dec 30 2012 - 8:33am -

  47. R&D expenditures

          Hello all, Had this question come up in a case challenge I am currently ...

    3 comments - 2 silver bananas - Feb 28 2016 - 5:42pm -

  48. Has anyone heard of Chartered Market Technician (CMT)?

    I know the CFA is the most recognizable but would CMT help much at all with familiarity? I intend on ...

    3 comments - 0 silver bananas - Apr 12 2016 - 1:44pm -

  49. Invested Capital

          Hi All, I am just analysing my first company and calculating ROIC. The ...

    4 comments - 0 silver bananas - Dec 2 2015 - 8:16am -

  50. Best Masters for Equity Research?

    all the help. Best Masters for Equity Research ...

    6 comments - 0 silver bananas - Jul 12 2015 - 9:10am -

  51. Setting up my own portfolio to help get into ER

    I don't have the time (or the specialist industry knowledge) to build full financial models for all the ...

    9 comments - 0 silver bananas - Mar 1 2015 - 5:49pm -

  52. complete revenue & cost model

    a sensibile mathematical way. For instance, in the airline industry, i may have All kinds of views on ...

    6 comments - 1 silver bananas - Jul 2 2015 - 7:30am -

  53. Fidelity Equity Research Superday

    summer associate position in Boston. Dug up all the threads here on WSO and read everything I could so ...

    21 comments - 0 silver bananas - Feb 12 2014 - 6:00pm -

  54. SB for Healthcare/Pharma/Biotech Industry Primers

    me please if you have any primers. All help is appreciated. ...

    40 comments - 0 silver bananas - Sep 6 2013 - 3:40pm -

  55. Best Industry Guides

    Basic Materials if that helps at all. I apologize if this exists somewhere already; I did a search and ...

    6 comments - 1 silver bananas - May 14 2015 - 4:21pm -

  56. Wish me luck!

    Thanks to all of you who were a part of my information gathering. I'll drop a line after to update ...

    13 comments - 1 silver bananas - Apr 29 2014 - 2:51am -

  57. Current Impressions of Sell-Side ER Shops

    own names. 6. UBS- Was told to avoid at all costs. Have to give guaranteed bonuses to anyone ...

    21 comments - 1 silver bananas - Dec 11 2013 - 11:05pm -

  58. CFA Level 1 Exam RESULTS and Discussion

    Level 1 Exam Results thread. We will all be finding out about our results today Tuesday, January 28th. ...

    14 comments - 0 silver bananas - Jan 28 2014 - 11:01am -

  59. Open for Questions- Equities in Dallas

          Mod note: Click here to see all of our q&a's and interviews ... to be in the entire bank because 1) Fixed Income was where the bank made all its money 2) MD at my ... desk was in charge of all the FAST interns (+100) and gave us the most full time offers 3) CMO ...

    45 comments - 7 silver bananas - Jun 19 2013 - 6:45am -

  60. BA II Plus (PV with multiple discount yields)

    sometimes give a spot rate table instead of a one (all-years) discount rate. Is there are way to derive ... a one (all-years) discount rate from the spot rate table? else? While we are at it...could someone ...

    11 comments - 0 silver bananas - May 25 2014 - 12:28am -

  61. Equity vs. High Yield Research

          Hi all, Wanted to probe everyones' minds on this topic- doesn't ... seem to be much out there and you only hear about equity research. Do you all think that ER is a bit ...

    15 comments - 0 silver bananas - Jul 24 2013 - 9:30am -

  62. Making the leap to ER Analyst, thoughts?

    scratch all the formulas, valuations, macros etc. estimated learning time frame to learn the basics? ...

    23 comments - 0 silver bananas - May 25 2013 - 8:45pm -

  63. Overly cautious networking?

    would like to have established some good links before then. Am I going about this all in the wrong way? ...

    12 comments - 0 silver bananas - Aug 18 2014 - 3:04am -

  64. Improving one's writing

          Hey all- After 2 years of working the back office, I finally got the call up ...

    12 comments - 1 silver bananas - Jan 20 2014 - 12:42am -

  65. Marijuana Valuation

          Morning Monkeys! As I'm sure we've all seen, marijuana is now legal ... noted that marijuana purchases, in fact all COGS, does not qualify as a deduction under 280E and can be ...

    37 comments - 0 silver bananas - Nov 7 2012 - 10:54am -

  66. Breaking into Equity Research- How difficult is it to break into ER fresh out of school?

    I attend a target school (a top 15 LAC) and have all the requisite stuff on my resume- 3.7+ GPA, econ ...

    12 comments - 0 silver bananas - Apr 19 2016 - 3:34pm -

  67. Working for a bad analyst

    equity research at a well known Boutique.. I've been interested in equity research all along, but ...

    34 comments - 0 silver bananas - Jan 24 2013 - 11:56pm -

  68. 3-Statement Model of a Metals/Mining Company?

    company. I am pretty comfortable building a DCF for a mine but am trying to acclimate myself to how all the ...

    4 comments - 0 silver bananas - May 9 2015 - 4:33pm -

  69. Techniques on when to enter/exit a stock after due research: help!

          So, you have done your research, covered all the corners, done your ...

    16 comments - 0 silver bananas - Jun 14 2013 - 3:59am -

  70. Confused About GS Credit Risk Management and Advisory

    networking with alumni who are in credit research roles at GS CRMA, and we've all gotten mixed signals ... about the true nature of the work. Just trying to nail down what it's really all about. Also, this ... is for the Salt Lake City office, if that helps at all. GS Credit Risk ...

    7 comments - 0 silver bananas - Sep 6 2014 - 3:50am -

  71. Equity Research Q&A with Flake

    to get back to you with all the family crap going on this weekend. Quick disclaimer: there are a few ...

    150 comments - 18 silver bananas - Aug 27 2012 - 5:45am -

  72. Wall Street Prep Modelling Course for ER

          Hi all, I am considering purchasing the Wall Street Prep premium package to ...

    3 comments - 0 silver bananas - Sep 14 2015 - 11:59pm -

  73. CAPM- Cost of Debt

    attention that all other competing firms have long-term debt which are zero coupon convertible subordinate ...

    15 comments - 0 silver bananas - May 4 2014 - 5:19pm -

  74. Just started fulltime but now offered ER internship

    field he wanted all along? Also, there is no guarantee of receiving a FT offer after internship, which ...

    20 comments - 0 silver bananas - Apr 27 2013 - 4:45am -

  75. Fully depreciated assets

    fully depreciated assets at all... Thank you very much. Depreciation ...

    10 comments - 0 silver bananas - Apr 12 2014 - 10:01pm -

  76. CFA Schweser Videos- Anyone used before?

          Hi All Has anyone used these as a study material? Is it possible only to ...

    10 comments - 0 silver bananas - Aug 2 2013 - 10:09pm -

  77. Making the most out of opportunity

          Hello All, I am a long time reader of this board; thanks for sharing the tons ... operations go... Over the years, my dream was to work as the Equity Research Associate- all my attempts to ...

    2 comments - 0 silver bananas - Apr 26 2016 - 8:49pm -

  78. Mckenzie's valuation bible

    a hard time distinguishing the operating from not operating parts of the DTAs These are all DTAs and DTLS ...

    9 comments - 0 silver bananas - Aug 9 2014 - 4:37pm -

  79. Writing the CFA exam- no work until June 3

    before the exam. As of now I've nearly exhumed all difficult/advanced q-bank questions with an ... you guys did during the last week to close in the gap? I'm thinking:-excessively write all ... regularly and get some great quality sleep /1 millionth cfa topic of all time Thanks brohemians. ...

    13 comments - 0 silver bananas - May 23 2013 - 7:34pm -

  80. The ignored ‘Next Big Thing’ & India

    all over the world except in the industrialized countries (3440), Sub-Saharan Africa (2360) and South ... The Global consumption is expected to reach 3050 Kcal per capita per person in 2030 and all regions ... are expected to follow the pattern. How the demand will be met? Well we cannot extrapolate all the ...

    7 comments - 1 silver bananas - May 23 2014 - 1:10am -

  81. MBA Research Associate- Buy or Sell Side?

    without previous ER experience, but all recommendations are welcome. As an aside, is the transition from ...

    5 comments - 0 silver bananas - Jan 27 2015 - 2:54pm -

  82. Anyone Flawless at financial modeling that wants to learn ER? PM me

    all the skills for ER, know all the firms, and have a lot of insight on the industry but am looking to ...

    7 comments - 0 silver bananas - Oct 23 2013 - 3:33pm -

  83. CognoLink

    for graduates are called "research analysts." It seems all they do would be matching up ...

    11 comments - 0 silver bananas - Jan 3 2014 - 3:14pm -

  84. Is Apple really that different from RIM?

    what kind of anticipation is left? Style? Battery life? Really?? This all leads me to my main ... of time frame do all you monkeys have for Apples demise (if at all)? As a company they are ... outstanding, but as we all have seen with RIMM, tech is either innovate or be left behind. ...

    34 comments - 0 silver bananas - Jun 12 2012 - 2:52am -

  85. how handle the problem of emotions, anxiety in a interview and how improve communicatiosn skills

          Hi all, i have two problem: one is the common in any interview: how handle ...

    3 comments - 0 silver bananas - Nov 17 2015 - 11:04am -

  86. Non-BB Equity Research Q&A with First Year Analyst

          Hey all, Was reading through Flake's ER Q&A posted around the ...

    57 comments - 5 silver bananas - Aug 21 2012 - 4:02am -

  87. Goldman Sachs GIR Business Analyst (Tokyo Office) Interview

          Hi all, I got a first round interview for GIR business analyst position at ... to go back to Japan. Thanks for all the help! ...

    11 comments - 0 silver bananas - Apr 2 2013 - 10:38pm -

  88. Are these shoes okay for a first year analyst.

          Hi all, I accepted a job as a credit research analyst position. I have a pair ...

    4 comments - 0 silver bananas - Mar 7 2015 - 2:30pm -

  89. What does it takes to do a great ER analysis?

    all senior monkeys here, how can i learn to do a great analysis? Is there any ER team that put some ...

    2 comments - 0 silver bananas - Mar 25 2016 - 8:13pm -

  90. 3 statement financial model template

          Dear all, I got past my second round interview for equity research associate ...

    66 comments - 1 silver bananas - Jul 11 2012 - 1:10pm -

  91. Stocks Investing

    side of it all reading too many books with different points of view.From any one with experience how ...

    9 comments - 0 silver bananas - Nov 10 2013 - 3:09am -

  92. ER Bonuses: 2013

    all of the focus is on IBD and not ER or S&T so there's very few data points. It's ...

    29 comments - 0 silver bananas - Feb 16 2013 - 9:32am -

  93. Some modeling questions

    employer. I've got all our statements and whatever, and have been putting the data into a spreadsheet ... so I can play with it all and figure something out. Couple things that I'm not sure what to do ... with though...- First of all, how much of the data presented in statements/annual reports do you ...

    10 comments - 0 silver bananas - Dec 21 2013 - 1:59pm -

  94. ER Report Hilarity/Faux Pas

    helpful. A big "thank you" to all of you who have inadvertently helped me along the way. A great ... I've written my own, probably awful, ER report. But, having you go all Grey Gorillas from Congo on it ... Cramer's Bear Sterns opinion in early March 2008. Hopefully you will all find this fun and interesting, and ...

    17 comments - 0 silver bananas - Sep 18 2012 - 11:03pm -

  95. Moving into Equity Research

    anyone had any insight on this route, and if a move to Transaction Services would help at all? Thanks! ...

    21 comments - 0 silver bananas - Mar 8 2012 - 5:14pm -

  96. Guide To Evaluate a Biotech Company

    one, has little to no revenue and earnings. Does this make the company crap? No, because all these ... major key point is pipeline potential. The pipeline is all the company's drugs that they either ...

    21 comments - 4 silver bananas - Jan 8 2013 - 11:52am -

  97. Revenue projections- Revenue drivers?

          Hello all, I am making revenue projections for a new venture report for ...

    5 comments - 0 silver bananas - Apr 24 2016 - 2:50am -

  98. Insider Look into Equity Research: Tips & perspectives on industry

          Hey all, I've been on/off the site and have found some users post great ... please consider all facets and think about the long term before diving in. I did like the work but ... younger guys/girls in the forum would be- a front office job is not the end all be all. In your early/mid ...

    4 comments - 1 silver bananas - May 8 2015 - 9:42am -

  99. Models / Work From Past Firm

          Hi All, I recently took a job in ER and have a question regarding the ...

    9 comments - 0 silver bananas - Mar 19 2014 - 3:53pm -

  100. Goldman Sachs- GIR- Salt Lake City- Legit?

          Hi all, I have just received an interview for Goldman's GIR (Global ...

    21 comments - 0 silver bananas - Mar 30 2013 - 6:51pm -

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