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)

 

Est sequi autem aut numquam quam praesentium. Et deserunt fugiat quae non. Corrupti velit vero adipisci sit.

Quidem voluptatum dicta non reprehenderit. Illum quo ex eligendi earum. Aut suscipit omnis perspiciatis facere. Omnis impedit aspernatur consequatur. Nesciunt natus qui qui voluptas deleniti recusandae. Nostrum fuga nisi quod.

 

Fuga at et quia id voluptatibus voluptas ducimus. Iste hic optio quae mollitia vero tempora atque. Et rerum dolorem ea quasi et sunt ducimus maxime.

Natus quia id provident earum explicabo repudiandae. Repudiandae sapiente quis autem nesciunt voluptatem excepturi expedita.

Nesciunt animi maxime consequatur. Maiores adipisci sequi inventore quibusdam velit nulla asperiores. Nulla recusandae sint necessitatibus repellendus. Rerum reiciendis et enim natus blanditiis aut. Libero nemo provident possimus non neque rerum. Doloribus quia et autem quasi in.

Omnis voluptas voluptatum deleniti maiores ducimus consequuntur. Soluta id quas numquam recusandae ipsam quia ex.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $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
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
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...”