I'm a analyst in a small. Started off doing IT, and now assisting in research. There is little guidance at my firm, research are pretty much on your own, i.e. the PM asks me to try to find some interesting companies and simply leave me at that.
The PM is an extremely busy person, and I wouldn't want to keep troubling him asking all the minor details, yet I needed to find out how to do a proper research. There's no other senior analyst here I can ask..
I already know the basics - how to do a model, valuation, etc... but I needed some answer to the subtler points.. (i.e for projecting future rev, how do know how many years of accelerated growth rates a company would have, where are the industry trends heading.., which part of the cycle is the industry in now and how do you know that, what multiple do you use to value ).. Can anyone help? many thanks!
I noticed this forum is mainly about how to get in / compensation / what is it like, rather than specific questions on research/valuation. For my case, I am already in, and I just want to know how to be a good buy-side analyst. let me know what should I focus on next.. (btw, I'm doing tech research). Also is there any forum that focuses on such specific discussions...