New buy side analyst - Who are you seeking when you need more qualitative information of a company?
As per topic, who are you seeking when you need more qualitative information of a company you covered ? Like business model , strategy, operating data etc.
Do you ask the sell side analyst or the management directly?
Appreciate for your helps.
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Company reports, analyst reports, analyst calls, IR and management calls is the quick answer. All depends on my comfort level with the company or sector.
Here is a more detailed way to answer your question. Once I identify a company my typical process is as follows:
Entire process would usually take me 2-3 weeks on sell-side (steps 1-7, excluding 5). Buyside I tend to modify step 5 and secure a few sell side models. Audit then adapt them to meet my needs.
This process doesn’t work as well for some emerging markets.
Before reaching out to management or IR I usually like to have a detailed chat on the company with a sell-side analyst.
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