All you PMs or senior analysts do you guys have a reading stack you look at everyday?how do you curate it? I would assume most of it is BB driven but if there are any free sources yall use I’d love to know.
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Money Stuff. FT Alphaville.
Most of the really big stuff is typically any sell side notes published relative to coverage, and any news flow relative to coverage. Most data providers (BB, Factset, CapIQ, Visible Alpha, Alpha Sense) have some type of tagging and aggregation process here. This typically brings in any news reports tied to a ticker as well. If you follow alt data providers there is some stuff that you need to be ready for as well I assume (yipit, etc.)
Also have sell side emails and spec sales emails, which will push stuff and aggregate important flow, or typical weekly/monthly publications from sell side. Also you can have independent research firms with specialized reports. Ex RBN energy is fairly niche probably applicable to some energy folk
Then there is WSJ and FT as the main "browsing" news papers for me. NYT biz section is faily meh these days.
Everything else kind of gets pushed if its relevant (BB top news). Don't typically scan other news papers daily.
Next up is if you cover specific sectors, there are some must have publications, although it typically gets included in the above aggregators. The Information in tech, Adweek / Adage, etc.
Next up is twitter and other substacks - if you follow semis there are a lot of people here worth following
It really depends on the seat and what you need to focus on. Global macro very different than industrials pod than a broad TMT analyst at a SM, etc.
If you just want basic news reading - WSJ, bloomberg, FT, cnbc, twitter are not bad areas to start. Maybe Reuters? I think their "First Call" report is free
Any specific names of people to follow for analysts covering semis?
fabricated knowledge + semi analysis are the big ones - they now work together these days, but semi analysis is a bit more "institutional" with some of their offerings. In tech, stratechery is also pretty good. Asianometry had a couple great podcasts focused on semis, which I enjoyed (bringing on the above people). I'm sure there are a bunch of random VCs or ex-tech people you can sniff out. I'm sure some AI minds have stuff that I'm missing.
TMTBreaout has been interesting - sort of like a light version of spec sales
Oh also, not tech related, but I think borlaug report is great. Covers healthcare stuff, worth a follow and I think he deserves the recognition
sell side emails and spec sales emails 🙏 these are great
Bloomberg news and research feeds
For a student what would you guys recommend
Substacks and twitter are honestly a great, cost-effective source for news. Someone mentioned TMT breakout above and my friend said they're now offering a student tier, so I'd check that out as well
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