7 Comments
 

This is my ranking of criteria for evaluation: 

1. Is analyst a nice person? Nothing matters as much in this profession cuz you will spend more time than you want with that clown

2. Is the sector interesting (not too specialized)? At least hard for me to get excited about some of the sectors you said

3. Is the platform stable? In a declining industry with low level of differentiation, scale / cost leadership is paramount for survival (so BMO, Oppenheimer and SIG are shakier than the other ones here)

But yeah, get some damn offers first. 

 

Anecdotal, but I covered gaming for a while and I think this is a sector that will explode in the coming years. Post-COVID, there is a massive coil of demand that is going to ripple through US, EMEA and LATAM

 

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