Keep up with the news, read notes if you have access to them, practice modeling, learn the boring stuff like FactSet, pay attention in classes if you are a student, join investing clubs, etc. I’m sure you can think of something…
Look up Stacy Rasgon on twitter and look through some of his threads on being an associate and what SS research is about.
Hard disagree. You can do a lot of running in place if you’re totally unguided.
No small part of the job is distilling a stock down to its 1 - 3 key drivers and forming a differentiated view on each. Debating / exchanging with investors is one of the more comprehensive ways to do so, and the best way to have a window into those exchanges is through a mentor.
Key drivers, differentiated view, debating ideas. As a student, this is what investing clubs are for and these skills come with practice. Most people don’t have the luxury of a direct mentor guiding them every step of the way and somehow they figured it out.
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Get good by doing. Mentor not needed.
Keep up with the news, read notes if you have access to them, practice modeling, learn the boring stuff like FactSet, pay attention in classes if you are a student, join investing clubs, etc. I’m sure you can think of something…
Look up Stacy Rasgon on twitter and look through some of his threads on being an associate and what SS research is about.
Hard disagree. You can do a lot of running in place if you’re totally unguided.
No small part of the job is distilling a stock down to its 1 - 3 key drivers and forming a differentiated view on each. Debating / exchanging with investors is one of the more comprehensive ways to do so, and the best way to have a window into those exchanges is through a mentor.
Key drivers, differentiated view, debating ideas. As a student, this is what investing clubs are for and these skills come with practice. Most people don’t have the luxury of a direct mentor guiding them every step of the way and somehow they figured it out.
I am in the camp of: you need to get to a certain competency before mentors want to spare their time mentoring you.
And learn to google and use ChatGPT. And read, read, and read. If you don't even know what to read, you don't want it hard enough.
Shouting out your videos on YouTube man super helpful
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Voluptas expedita minima quia sint facere. Eaque ipsum velit voluptate voluptatem odio. Neque quia ratione at perferendis sint ut. Et quia modi quisquam molestiae. Quidem repudiandae quibusdam est eum qui est.
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Itaque aut iusto corrupti saepe corporis. Et magnam quibusdam suscipit voluptatem voluptate dolor. Est minima quod eaque.
Officia sit qui ut minima ut dicta tempora sed. Qui et harum labore autem dolorum ipsa ea. Consectetur quod illum consequatur nobis est nisi. Vel eius qui saepe libero veritatis. Id quibusdam et rerum dolorem cumque repudiandae accusamus soluta.