Silver BananaTopicAuthorRepliesFreshness
+56Advice From a Seasoned Equity Analyst<em>Mod Note (Andy): #TBT Throwback Thursday - this was originally posted on 8/9/13.</em> So, I used this website years ago when I was getting into <span class='keyword_link'><a...1064 months 1 day ago
+73Here is How Equity Research Works - 4 StepsI was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely close <span...1181 week 1 day ago
+40NYSSA Equity Research Initiation Report***Please look at the bottom of the post before PM-ing me for materials. Summary: NYSSA IRC as a Stepping Stone in Getting a Job in <span class='keyword_link'><a...271 year 5 months ago
+21Ask a VP in Equity Research anythingI haven't seen one of these in a while, so I figured I would start one. I am a Vice President in <span class='keyword_link'><a href="//">equity research</a></span>, with coverage...1068 months 3 days ago
+19Equity Research Q&A with Flake<em>Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away</em> Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of these "fielding...1522 weeks 2 days ago
+19DB Oil & Gas Primer 2013I've been getting a lot of PM's for this primer so I thought I upload it here. Cheers,292 years 3 months ago
+17AMA... 3rd year ER analystI have been an <span class='keyword_link'><a href="//">ER</a></span> analyst at a <span class='keyword_link'><a...932 years 1 month ago
+17Attached - Equity Research Template ExamplesHi WSO, A lot of people have asked me for equity/industry analyst report templates. In response I have attached a few <span class='keyword_link'><a href="//">BB</a></span>/MM...561 year 4 months ago
+16Ask an experienced senior analyst anythingSo I'm feeling a bit generous over the holidays. So have at it kids, ask away. Straight-dope answers will be provided.832 weeks 4 days ago
+13Top 5 Stupidest Publicly Traded Companies I was screening for new l/s ideas yesterday and forgot to filter market cap. Some hilarity ensued, and having a minute this morning, I figured I would share this collection of monkey shit. Yes, these are/were real companies and you can look them up on Cap IQ if you want. **5. Reality Racing...401 hour 14 min ago
+11What would you like to know about Equity Sales / Research?Hi Guys - I'm working on a blog (or maybe ebook) to give junior staff and <span class='keyword_link'><a href="//">interns</a></span> an idea of what it's REALLY like to work...737 months 1 week ago
+10AMA: ER Analyst at Top BB (Plus About ER & General Advice) Long-time WSO user, created a new account for this AMA. I got a lot of help from this forum during my recruiting process and I owe a lot to WSO. Wanted to try and give back by offering some insight into <span class='keyword_link'><a...771 year 1 month ago
+10Equity Research experience and take away for aspiring monkeysThought I’d post some the PM diarrhea I’ve sent to monkeys (who ask intelligent questions). Here we go… I graduated college with an Econ degree from a top 20 school in the US but not an Ivy. Side-note, monkeys get way too hung up on target, semi-target, non-target on this board. In...364 years 5 months ago
+10 Open for Questions - Equities in Dallas<em>Mod note: <strong><a href="// ">Click here</a></strong> to see all of our q&a's and interviews</em><P> I figured I...453 years 4 months ago
+7Guide To Evaluate a Biotech Company I am currently a research analyst intern at a relatively decent sized hedge fund. One of my responsibilities is being in charge of the biotech stocks in the portfolio as well as researching new opportunities in the biotech sector. Hopefully this helps some people who are in need of some help...762 years 5 months ago
+72017 ER BonusesWe are nearing that fateful time of year when numbers discussions take place. There are already a couple of these out there for <span class='keyword_link'><a href="/finance-dictionary/what-is-investment-banking-division-IBD">IBD</a></span>/S&T so...582 weeks 17 hours ago
+7Non-BB Equity Research Q&A with First Year AnalystHey all, Was reading through Flake's <span class='keyword_link'><a href="//">ER</a></span> Q&A posted around the holidays and thought that his thread was fantastic. My...572 years 10 months ago
+6TMT Internet Industry Outlook ReportI have some great reports. <span class='keyword_link'><a href="//">TMT</a></span>, Internet Industry reports by BBs. One report is on 2015 U.S. Consumer Internet...799 months 8 hours ago
+5Observations of an Equity Research AssociateThis is just one of those threads, where we talk about what the <span class='keyword_link'><a href="//">ER</a></span> industry is like. I'm a first year associate at a <span...314 years 8 months ago
+5Moelis Young Leaders Diversity ProgramJust an FYI, saw this come across my feed on LinkedIn and thought some of you could take advantage: [quote]Calling all sophomore undergrads in the US! <span class='keyword_link'><a href="//">Moelis</a></span> is...262 weeks 1 day ago
+5Life of a Sell-Side Analyst: Finding Your Style (Value-Add)I'm a sell-side analyst at a solid mid-market shop. I've been in my current senior analyst role for a relatively short time (<5 years) and wanted to share some thoughts over the next few months for those interested in <span class='keyword_link'><a...72 years 11 months ago
+4Howdy. Special offer! Limited time onlyI stumbled across this forum via another finance website. There's a lot of misinformation in the <span class='keyword_link'><a href="//">ER</a></span> forum so I thought...856 years 11 months ago
+4AMA: I am an Equity Research Associate<b>Bio</b>: tl;dr version: non-target, non-major, also had a sub average <span class='keyword_link'><a href="//" target="_blank">GPA</a></span> in undergrad but compensated with...792 years 1 month ago
+4Horrible Boss or is this Wall St?Hello Everyone, I'll keep this short and sweet. I took an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">ER</a></span> job out of school (after running my own little ER biz). Working on Wall St is great,...592 weeks 3 days ago
+4AMA: Equity Research in HK/SingaporeHey guys, I've been lurking on WSO since my undergrad, and thought it was a good time to give back. A bit about me... Grew up in a Western country, did high school in SEA, university from a top school in Australia. Did everything a bit accelerated and graduated at 19. First job...3110 months 1 day ago
+4Done Being a LeechWSO-ers, After years of perusing this site and offering nothing in return, I want to help where many of you have helped me. Most forums have some very solid participants, but <span class='keyword_link'><a...226 years 1 month ago
+4AMA- High Yield/Distressed Debt Sell Side Analyst2nd year analyst at a boutique broker-dealer from a non-target state school. Also a <span class='keyword_link'><a href="//" target="_blank">CFA</a></span> Level 2 candidate, working...204 months 3 weeks ago
+3INTERNS! What are you getting paid this summer?Equity Research Internship Size of Bank: Bulge Bracket Location: SF Salary: 15.00/hr Did you bargain? if yes from what amount: No edit: (landed FT <span class='keyword_link'><a...598 months 1 week ago
+2Moving to NYC...with no jobHey all, Long story short, I'm moving to NYC to break into the world of finance, specifically <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span>. I don't have a job or place lined...1312 years 8 months ago
+3Help with Equity Research sector choiceHi there, I've been offered an <span class='keyword_link'><a href="//">equity research</a></span> job and I'm lucky enough to be able to choose between two teams: banks and...166 years 1 month ago
+3BB&T cuts entire ER department Surprised that this wasn't here already. But for any aspiring equity researchers (looking at those ppl who've messaged me as of late asking for advice), this is the risk of entering a...107 months 2 weeks ago
+3A hodgepodge of ER Questions sent to me via PMWSO, Below is a PM sent to me by WSO member, in the name of transparency I thought I would answer his questions publicly. Hey R, Questions Below - I apologize if some of them are fairly basic. 1) Do you know of any resources that provide ER specific modeling on the web/training...42 years 2 months ago
+3Sharing 2011 CFA Level2 Shweser notes mp3 audio files I am sharing my 2011 <span class='keyword_link'><a href="">CFA</a></span> Level2 Shweser notes mp3 audio file through dropbox. I won't charge you but...31 year 6 months ago
+2Equity Research Bonuses - 2013I've seen a fair amount of success from this kind of thread before. Just wanted to get a sense where the other researchers are at given how much comp ranges for <span class='keyword_link'><a...332 years 4 months ago
+2New Credit Suisse CEO effects on equity research? (and IB as a whole)Hi guys, As many of you may know, <span class='keyword_link'><a href="//">Credit Suisse</a></span>'s CEO Brady Dougan is being replaced by Tidjane Thiam in June, and many analysts are speculating...3111 months 2 weeks ago
+2Fixed Income ResearchI was recently talking to a hedge fund manager about career paths and the qualities he looks for in hiring analysts for his fund. Before the conversation, I had always discounted fixed income research as a career stepping stone. However he made an interesting comment about fixed income research...245 years 9 months ago
+2Morgan Stanley Summer Equity Research Interview Help!!!Made it to the first round with for a SUMMER ANALYST position in New York. Had my first interview on September 22nd 2016 with an <span class='keyword_link'><a href="//">equity...214 months 1 week ago
+2Free Scotch!... If You Review My ER Report (2nd Try)Morning Monkeys, Thanks again to everyone who helped out with my (awful) first try at this. I've since gone back through everything, built out a decent IS model, and attempted to incorporate all of the suggestions. And, two weeks later, and probably a little too much wasted time at...164 years 3 weeks ago
+2Insurance and Banks Coverage?I'm wondering if anyone can provide color on what the typical day-to-day of working on either the insurance sector or the banks sector is like. From my anecdotal experience, people covering those sectors tend to have advanced maths backgrounds (i.e. majored in pure maths or physics) and...123 months 2 weeks ago
+2Why Does Nobody Talk About Equity Sales?I don't think I have ever seen anything recent on this part of a <span class='keyword_link'><a href="//">BB</a></span>. Surprising since it considered <span...95 months 3 weeks ago
+2Equity Research - Why would you choose buy-side vs sell-side?Hi guys, So I want to do <span class='keyword_link'><a href="//">equity research</a></span>. I know that there is sell-side and buy-side and, so far, I have a few distinctive...76 months 2 weeks ago
+2Any tips on how to read SEC Filings quickly?When running an analysis on multiple companies that might be of potential interest, going through the SEC filings is the most important yet most time consuming part of the process. 10Ks and 10Qs can go from 50 to hundreds of pages depending on the size of the target company. Anyone has...55 months 3 weeks ago
+2Any books to read for an incoming equity research summer associate?Any book recommendations relating to <span class='keyword_link'><a href="//">equity research</a></span>? I've read quite a few of the investment classics (particularly value...53 months 22 hours ago
+2R&D expenditures Hello all, Had this question come up in a case challenge I am currently working on and was wondering what you would answer to this question: Suppose the president of your company has come to you for advice. He has noted that by eliminating R&D expenditures the company could have...31 year 2 weeks ago
+2Equity Research Associate Starting Salary in Nashville, TNI am an <span class='keyword_link'><a href="//">MS</a></span> Finance student at Vandy and I was wondering what kind of starting salary and bonus do <span class='keyword_link'><a...25 years 1 month ago
+1Recommended Books for equity researchI've locked up my internship for this summer as an <span class='keyword_link'><a href="//">equity research</a></span> analyst intern. Now that I don't have to worry about...907 years 2 weeks ago
+1Breaking into Equity Research - How difficult is it to break into ER fresh out of school? How difficult is it to break into Equity Research 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 major, significant accounting/finance coursework, <span class='keyword_link'><a...826 years 6 months ago
+1Are Equity Analysts Allowed To Trade Personal Stocks?I was wondering, are sell-side <span class='keyword_link'><a href="//">equity research</a></span> associates or analysts allowed to buy/sell individual stocks as they please? Are there...803 years 2 months ago
+13 statement financial model templateDear all, I got past my second round interview for <span class='keyword_link'><a href="//">equity research</a></span> associate position, and they have sent me an assignment to do. I...732 weeks 4 days ago
+1Equity Research Bonuses - 2014These types of data gathering threads are pretty helpful to everyone involved. Just wanted to get a sense of how bonuses and comp is panning out this year. Good format would be - BANK (<span class='keyword_link'><a...681 year 1 month ago