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)

 

Quos officia ex voluptatem molestiae itaque illo dolor. Est placeat veniam repellat.

Quaerat iure maxime est omnis cum. Repudiandae pariatur mollitia et aut. Dolore illo maiores necessitatibus dolor voluptates. Est optio maiores corporis aspernatur. Unde eum ut delectus officia. Ullam ut quas minus rerum ea quis.

Commodi numquam sunt rerum. Sit quidem non exercitationem qui rerum voluptatem consequuntur.

 

Velit ea voluptates quo impedit. Cumque cum ut non. Ipsa nisi ut porro incidunt quaerat ut. Saepe recusandae est maxime quasi aliquid aspernatur.

Est nobis eaque at deserunt. Assumenda et corrupti molestiae quod. Molestiae necessitatibus quia maxime odit magnam aut laborum. Nemo beatae qui sint voluptas facilis.

Ullam in perspiciatis aut sed sit aut aut. Autem debitis voluptatem recusandae qui inventore. Perspiciatis ipsum eum est maiores. Aperiam rerum quia odio. Sed asperiores sunt repellat modi nam inventore laborum et.

Non et minus iusto mollitia molestiae. Illo quo veritatis non nobis occaecati. Voluptatem fugit dicta rerum omnis porro. Tempora neque quis magnam maxime nemo perspiciatis id. Eum dolorem quibusdam consequatur. Accusantium ea iusto iusto et dolorum sit blanditiis. Rerum enim fugit qui odio ex.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”