research reports

Is it useful to read research reports?will I learn anything useful by reading them?Or they are just intended for "Belgian Dentists"?I mean, my time is limited and precious so should this be a priority when I'm on the desk as an intern and things are quiet? I found the "technical reports" i've read so far (not the dailys, weeklys etc; e.g. Credit Derivatives Handbook) a bit naive...not too much math and not explaining in detail any trading strategies...

7 Comments
 

yes...but not the usual stuff (i.e. dailys, morning meeting notes)...I have also access to the more technical ones...like let's say "The XXX approach to Base Correlation", "XXX Guide to Exotic Credit Derivatives" etc...so does anybody read these? (or to rephrase my question: would you read these first to get an idea of what's going on and then ask the senior people, or you just ask your senior guy to explain it to you with a question "What's base correlation?")

 

Read it to understand as much as you can, that way when you go to someone senior you can ask an insightful question.

Also, senior people tend to explain things quickly and with technical jargon, so the more familiar things sound to you while you are getting an explanation, the more you will retain.

 
Best Response

Well, the sales people actually sell those reports. I mean, the clients buy the investment ideas which are actually based on DCF and other models.

So I believe, knowing the jargon and being able to convince the client why that stock (or product) is attractive would be good for you even if you want to be a trader in the future. Why that stock looks cheap and etc.

I heard a trader telling a colleague "I guess, you should buy some X because there is a new company report with a buy recommendation from ML".

Good luck with your internship btw. I also did an equity research internship which really pushed me to read a lot of reports. It is fun.

 

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