Pod Ramping Coverage Advice
I’m joining one of the large pod shops soon from banking. Would appreciate any advice on ramping on my names that anyone has? Presume that will be about all I do for the first year
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Focus on verticals and subverticals within your sector (consumer, tech, etc) know what moves your sector, understand the top names like the back of your hand, know the bottom pile and why they are getting beat (i.e. Uber and lyft), understand why the aggregate sector is up or down and why capital flows have moved out of the sector (i.e. is it because of macro headwinds), know measurements (churn, average monthly users, etc for each company and be able to explain what can makes those metrics change even the slightest, read a ton of sell-side to see common themes and try to figure out how strong their upside argument is, learn how to articulate a good thesis and what seperates a good one from a bad one, also just talk to a lot of people not in finance who work in the industry youre covering, doing all of this and a bit more will help u understand what is signal vs noise.
How many names per months/year is a reasonable target when no industry expertise? Initiation + model
Bump. Curious what the consensus here is.
Would think ~1 per week when you are junior and know nothing
Yeah seems realistic. I was pushed to do 2-3 per week back then and felt like it was far too much. Just doing a proper model with all alt data integrated etc. already takes 2 days.
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