Best ER TMT Analysts on the Street?

I am currently in ER and hope to make it to a pod shop one day, but I want to get more sell-side experience first. Who are the TMT ER Analysts that large HFs have the most respect for / whose insights are appreciated?

29 Comments
 

Based on the most helpful WSO content, here are some insights regarding TMT (Technology, Media, and Telecommunications) in Equity Research (ER):

  1. Top Sectors in ER:

    • Healthcare and TMT are highlighted as strong sectors within ER. These sectors are noted for their mix of capital markets work and the potential for significant sell-side deals.
  2. Sell-Side Experience:

    • Working in top ER teams in hot sectors, such as TMT, can provide valuable experience and client exposure. This can enhance your chances of recruiting with top Long-Only (LO) funds and Hedge Funds (HFs).
  3. Client Focus:

    • On the sell-side, your biggest clients in terms of commission are typically MM hedge funds. Your work is often catered to their investing style, which is hyper-focused on quarterly earnings and near-term catalysts.
  4. Career Path and Learning:

    • The importance of working for the right Analyst/PM is emphasized. A mentor who takes the time to train you and provide relevant exposure is invaluable.

For more detailed discussions and specific names of top TMT ER Analysts, you might want to explore the following WSO threads: - https://www.wallstreetoasis.com/forum/equity-research/a-warning-to-thos…</a">A warning to those aiming for Sell Side Equity Research

These resources can provide further insights and potentially highlight specific analysts who are highly respected in the TMT sector.

Sources: ER Career Paths, Where does ER go from here?, A warning to those aiming for Sell Side Equity Research, Equity Research: Wall Street's Best Kept Secret, https://www.wallstreetoasis.com/forum/equity-research/qa-er-analyst-at-top-bb-plus-about-er-general-advice?customgpt=1

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

If you think HFs care about what ER analysts have to say...

 

Fair enough, we don't - and we're a blue-chip fund envied on this website and no one I know does either, but maybe that's just us. You raise a great point, thanks!

 
Funniest

You sound like maybe the last person I'd ever want to be around

 

Who actually takes "tone shift" opinions seriously? Like it's beyond arbitrary to judge and could be due to the management guy not getting any action from the wife... 

 

Isn’t that just inherent to the MM HF role? I mean if you live and die by quarters you need to know what expectations you’re trying to outperform vs. somewhere with a more long term focus

 

I don’t know what this gut is getting monkey shit. A good number of top performers even at pod shops actually don’t give a f about ER analysts.

If a HF analyst covers 10-40 names (depending on strategy) vs sellside covering 20-30 names spending 80% of time marketing then the HF analyst should know more about the name than the sellside guy 95% of the time if they’re doing the job right.

Sure sellside could help you with positioning but that stuff can come from sales specialists too with probably better sample size and no confirmation bias.

 
Most Helpful

Every analyst has their own flavor or thing they bring. Some are more similar to very good journalists, while others have unique data points or incrementals that are useful. Others are classic marketers, which means they excel at structuring the upside/downside scenarios and "figuring out the math" that would make an idea work. 

At JP Morgan, Mark Murphy in Software has his CIO Survey and expert calls, which is very good and super helpful for the mosaic. He tends to have good instincts on budget flushes and where the puck is going. Brian Essex, on the other hand, still feels like he's in "ramp" mode. My understanding is that he consolidated cyber security as a vertical and that it's a fairly new coverage. Hamza at MS is better in that space (but it seems to be an access thing). Kash Rangan at GS is very good, but I like Raimo at Barc a bit better. Gregg Moskowitz at Mizuho is probably my favorite.

In semis, Aaron Rakers at Wells is very tactical, Stacy Rasgon at Bernstein is probably one of my favs for semis, and Mark Lipacis is fun to read (very active views). In internet, Mark Mahaney is a classic stock marketer (like Dan Ives), Doug Anmuth at JP Morgan is solid (great quarterly decks on what's happening across the space, some incremental work as well), as is Eric Sheridan at GS

 

I work in FI but read ER reports as well, don't know what the equity folks focus on but I like semis with Vivek from BofA, and in general JPM is pretty good on TMT. Telco from RBC is not bad either, but that's mostly for Canadian names. TD Cowen is decent sometimes as well. When I'm bored I go read what Ehrlich is cooking up.

Citi always seems like it's a data dump with no views.

TMT credit side, JPM and Stifel are my favorites.

 

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