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August 31, 2026
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What kind of desk? Need to give more context
L/S equity sector pod
Jesus I missed that, my bad it’s late
Probably not much to do, your job is to crank models out and generate ideas - reading more books won’t help with that and at this point it’s unlikely more modeling practice will help. Just try to rest up and be ready to start grinding, typical cadence is a ramp a week, maybe slightly faster if the team hasn’t launched yet and is building infra. If you know your coverage you can do some background reading on the companies (filings/calls) so you can shrink some of those ramps, but not necessary
I would read "The Intelligent Investor".
yeah bring a value-based long-term hold rec to your pod shop pm, they’ll love it
and if they don’t, you should tell them to read it and get back to you!
One would think the 2 take away concepts from that dated book would be known to someone who broke in.
U don’t need anything to break into a pod a child can do ib for 2y
Could I PM you about what the process was like?
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