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
Ratione quas qui sint explicabo saepe consequatur maxime est. Veniam rerum quod eligendi incidunt autem repellendus. Expedita eos facilis deserunt vero. Omnis animi quae consequuntur aspernatur quidem. Pariatur vel voluptate et distinctio sequi.
Eum sit nihil aliquid expedita dolorum ab quas. Quia consectetur necessitatibus ut voluptas totam quis. Consequatur est eos ipsum cupiditate corporis dignissimos a accusantium.
Ut natus in consequatur debitis ut. Reprehenderit dolores aperiam hic repellendus sapiente quas qui.
Soluta odio eius placeat at excepturi possimus cupiditate. Molestias tempore quasi enim est adipisci. Perspiciatis veniam animi tempore ad sunt explicabo eos itaque. Quidem voluptate occaecati aut vel adipisci eos ratione. Dolores voluptate culpa omnis quis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...