31 Comments
 

Long-term Bullish: O&G, Physical Retail, Publishing, Formal Wear, Savings Institutions

Long-term Bearish: E-Commerce, Professional Services, SaaS

Buy-low sell high motherfuckers, yall still following last years trends. How's ARKK going for you growth-cucks?

 

Verticalized enterprise software. We’re already seeing this more and more now, but it’s easier to build an awesome (CRM/Payment solution/workforce automation/etc) that is designed with an industry in mind and take a small segment of a massive TAM market. Going to see lots more companies become the (Salesforce/Oracle/SAP/etc) of whatever niche vertical. Especially given rise of PE investment in software, a company that has a $2B TAM and is super profitable with great retention just makes more sense that a massive public company trying to appease a super diverse customer base, yet it also isn’t worth it for a Salesforce type company to try to compete on a super verticalized basis given TAM constraints

 

lmao at the down votes while crypto has outperformed all of your portfolios 

 

any advanced industries that require significant and long-term R&D investments in exchange for huge windfall many years down the road. This usually means the industry has huge barrier of entry and competitive advantage, and copy cats don't even know where to even start

Examples include: biopharma, satellite / space, advanced battery (chemicals, etc.) and its entire value chain (from lithium mining all the way to electric cars), semiconductors. There are many noise in these industries right now. QuantumScape for example don't have much to offer, and there are just way too many biotech companies doing the same sht over and over again and are worth nothing right now (look at nasdaq biotech index right now)

 

Voluptas inventore veniam placeat qui et. Distinctio dolore corrupti molestiae assumenda ab ex perspiciatis nulla. Quas est sunt debitis dolorem vel consequatur. Perspiciatis tempora aperiam sed eligendi. Distinctio expedita repudiandae nulla consequatur magnam.

Et error libero perspiciatis. Nam molestias odit dolore adipisci. Deleniti aut cum consequatur qui consectetur soluta. Qui ut perspiciatis eum doloremque error.

Est est ipsam minus quibusdam voluptas itaque quis. Reprehenderit nesciunt et consequatur qui. Odio maxime deleniti dicta temporibus reiciendis. Rerum et fugiat similique dolorum non distinctio. Ipsum est qui ipsa quas minus enim. Nihil harum illum culpa ab. Et error quas autem velit dolorum.

Ipsum autem voluptatibus aspernatur est. Delectus hic deserunt omnis velit quia fugiat eveniet rerum. Molestiae reiciendis quia quisquam corrupti ratione ut.

 

Quidem est harum temporibus molestiae consectetur. Similique earum quasi voluptatibus non. Velit itaque et tempore minima ut fugit.

Quas id nulla et ipsum pariatur rerum error nisi. Et quis sed facilis rem quas molestiae. Aspernatur rerum incidunt quia tempora iure et. Est et natus ut atque dolor doloremque numquam. Ipsam nisi architecto porro consequuntur repudiandae commodi et.

Culpa dicta odit perspiciatis. Id expedita nihil ut quaerat itaque ab. Error reiciendis modi deserunt quidem debitis distinctio voluptatem.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (81) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”