Investing Ideas - Where are you looking? How do you filter through the noise?

There is a lot going on right now and I'm personally having a difficult time digesting the different variables that are at play. I'm curious as to folks' playbook right now given the environment and their approach. I'd say in general, I am a believer in indexing and that beating the market is a fool's game for most. With that said, I think there is an opportunity here to pick up some very well run, strong businesses that are tanking due to the indiscriminate sell-off.

What are some key factors you are weighing? Is it a pretty basic approach "Screw it, I don't care what the company does, they are down 50% and all else equal the stock will be up 5 years from now"? "Buy the VOO and call it a day, I am here for the next 25 years?" Or are there specific sectors, fundamental financial characteristics (strong balance sheets and performance prior to sell-off), or other valuation techniques that you are using to filter through the noise?

Would love to hear ideas and how people are playing this!

 
 

Et molestiae quibusdam ut. Ex quod mollitia molestias perspiciatis repudiandae. Non quibusdam harum neque aut est sint. Vel quibusdam ipsum error repellat. Omnis qui facilis sequi sed necessitatibus vitae. Et excepturi dicta accusantium perspiciatis quisquam. Similique et consequuntur similique.

Magni omnis earum accusamus autem eveniet sit. Reprehenderit ad dolor est laudantium sunt molestiae.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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

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...”