Favorite sell-side firms/analysts for TMT/software ideas & dps
Who are your favorite sell-side firms/analysts (and why), and which firms' insights do you consider lackluster or worse (in the software or more general TMT space)?
sheridan
He is the godfather of equity research
thanks intern
thanks underperforming analyst
internet - Justin Post at BofA (Sheridan is kinda useless and mostly a banker, hence being at GS), Nowak at MS has a really good team too.
sheridan gas a buyside background at least
It is kind of all over the place depending on themes and company. For example in semis Jefferies and Bernstein is pretty solid when it comes to NVDA and AI stuff, and Jefferies has some good stuff on semi fabs, but BAML does great stuff on the fabs as well, and particularly on analog space. Software has so many buckets and nuances as well.
Mark Schilsky is the TMT specialist at Bernstein and does great morning notes. great style of writing with good ideas
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