Equity Research

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  2. Equity Research SA 2020 Thread

    Equity Research

    Wanted to create a thread for ER recruiting. If you guys could send updates on apps and interviews that would help everyone. From what I know:-Citi is done-Baird is almost done I know there are also a couple of apps open:-MS-Lazard-CS Equity Research ...

    161 comments21 May 2019 -

  3. On the Job With Simple As… My Research Process

    Hedge Fund

    When I did my AMA thread a while back I promised at least one person that I would share my general research process. So here you go... Every analyst has his/her own way of conducting due diligence. There certainly is no one correct way to come to an inves ...

    146 comments12 Apr 2019 -

  4. Non-Target, 3.0 < GPA, non-finance major, to ER

    WSO Success Stories

    Background: I went to a non-target, had a 2.7 GPA, and didn't study finance in college. Ended up landing a job in ER. I apologize in advance that I have failed to contribute as much as I should to these forums. WSO was one of the main tools I used an ...

    42 comments27 Mar 2018 -

  5. Interview for Evercore S&T ER Sales Summer analyst 2018 Please Help

    Equity Research

    I just got a interview for Evercore ISI equity research sales, can someone shed some light on it. What should I expect at the interview? Equity Research Equity Sales sales and trade s&t Evercore Interview ...

    79 comments20 Sep 2017 -

  6. Overview of the Equity research Industry

    Equity Research

    I was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely c ...

    120 comments18 May 2018 -

  7. Choosing Between Buy Side vs Sell Side in Equity Research?

    Equity Research

    So I want to do equity research. I know that there is sell-side and buy-side and, so far, I have a few distinctive arguments for both (see below). What I would really appreciate to find out is your views in terms of the experience quality that both offer. ...

    35 comments13 Apr 2018 -

  8. Doctor thinking of exit opportunities

    Equity Research

    Dear all, I am new to this community but not new to contemplating my exit from clinical medicine. I have been weighing pursing consulting or equity research in biotech/pharma/healthcare. I crave learning about innovative solutions in healthcare and medici ...

    44 comments31 Oct 2017 -

  9. Horrible Boss or is this Wall St?

    Equity Research

    Hello Everyone, I'll keep this short and sweet. I took an ER job out of school (after running my own little ER biz). Working on Wall St is great, I'm learning a ton, I put in the hours and I'm on the front lines. Outside of continually gett ...

    66 comments26 Feb 2017 -

  10. Equity Research Interview questions

    Equity Research

    On short notice I have an interview with an analyst and an associate on thursday for an associate position. Can anyone give me a heads up on what will likely be asked? Will this be a fit interview or more technical based questions and if anyone can give a ...

    163 comments29 Jan 2018 -

  11. Is Equity Research a dying career?

    Equity Research

    This could be a completely stupid question, so don't hound me to hard, BUT I have read two different forums (threads 1-2 years old) that have stated that Equity Research is on the decline and could be potentially dead in the next 5 years or so? Is th ...

    68 comments12 Apr 2019 -

  12. Breaking into Equity Research- How difficult is it to break into ER fresh out of school?

    Equity Research

    How difficult is it to break into Equity Research fresh out of school? I attend a target school (a top 15 LAC) and have all the requisite stuff on my resume- 3.7+ GPA, econ major, significant accounting/finance coursework, FIG analyst for the school' ...

    144 comments12 Apr 2019 -

  13. College Dropout but Family Office Analyst- some advice?

    Job Search Advice

    .................................................................................................... Family office College dropout ib non target SA Equity Research off cycle internship ...

    35 comments10 Apr 2018 -

  14. Should I Read Academic Research On Finance?

    Hedge Fund

    This week, a prominent American Economist famed for his work in Behavioral Finance, Richard Thaler, took home the Nobel prize in Economic Sciences. As I found myself reading these headlines in the news I found some pride in being able to say I was already ...

    32 comments9 Jan 2018 -

  15. Equity Research sell side: how do you think the buyside should do better to interact with you?

    Equity Research

    going to be starting in equity research at a mutual fund. i'll be be covering companies and so wanted to ask the wso community (specifically those working on the sell side) what are the characteristics of buyside analysts that you like to work the mo ...

    20 comments8 Nov 2018 -

  16. AMA: Sell-Side Equity Research today

    Equity Research

    I'm an MD in equity research with 15+ years experience. I've worked at bulge brackets, mid-sized firms and regional firms. Ask any questions on life as a an analyst today vs. several years ago including pre- settlement and bulge bracket vs small ...

    29 comments1 Jan 2018 -

  17. Need Equity Research Report Sample

    Equity Research

    Hey all, I was talking to a equity researcher sell side(C.L King and Associate). He suggested that the best way to impress ER analyst is to build a pitchbook/ Equity research report and present it along with cover letter. I would appreciate if if somebody ...

    56 comments3 Apr 2018 -

  18. If you could cover any sector, what would it be and why?

    Equity Research

    If you could start over and cover any sector from the start which would it be and why? Is there a reasonable argument that any one sector particularly positions you well for eventual generalist investment positions? Bonus: where do you see consumer discre ...

    22 comments19 Jul 2018 -

  19. Initiating Report Case Study: Fossil

    This is an example of how a buy-side analyst would start coverage on a new name and what an initiating memo might look like. I chose Fossil as part of an investment group with some help from BlackHat and this is the final product. Keep in mind this is not ...

    85 comments3 Dec 2012 -

  20. The right time to lateral?

    Equity Research

    BACKGROUND: I have been at a Credit Rating Agency (Moody's, S&P, Fitch, etc.) for four months. I started straight out of undergrad as an Associate Analyst (comparable to an analyst in IB or associate in ER). I graduated from a small non-target wi ...

    26 comments17 May 2018 -

  21. AMA- I'm an Equity Analyst/PM at an Asset Manager

    Job Search Advice

    Mod Note (Andy): this ama is now closed, thanks again to N164 for answering all the q's! I've been in the Asset Management field for 15+ years, started as an i-banker out of undergrad, moved to AM after b-school when the hours got to me (both at ...

    102 comments19 Nov 2014 -

  22. AMA... 3rd year ER analyst

    Equity Research

    I have been an ER analyst at a BB for the last 3 years... I am now moving to the buy side, starting in 2 weeks' time. I have always found these threads useful so thought would create one myself in case anyone wants to ask about sell side (or buy side ...

    93 comments13 Jul 2014 -

  23. Equity Research Bonuses- 2014

    Equity Research

    These types of data gathering threads are pretty helpful to everyone involved. Just wanted to get a sense of how bonuses and comp is panning out this year. Good format would be- BANK (BB /MM) / POSITION (Years experience) / BASE / BONUS / LOCATION (ex: NY ...

    68 comments10 Feb 2015 -

  24. AMA: I am an Equity Research Associate

    Equity Research

    Bio: tl;dr version: non-target, non-major, also had a sub average GPA in undergrad but compensated with a higher grad GPA and work experience. I went to a non-target, east coast, liberal arts college and graduated with a biology major. Originally, I inten ...

    79 comments6 Aug 2014 -

  25. AMA: Investment Manager at Emerging Market

    Job Search Advice

    - 10 years of experience in finance- 5+ years of experience in investment banking and private equity services- non-target education for both undergraduate and graduate in US- getting a job as an international student experience in US (i.e. CPT, OPT, H1B)- ...

    64 comments11 Jan 2015 -

  26. MS Wealth Management?

    Asset Management

    I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA, FRM. I want to land a job at Asset Management company ...

    26 comments12 Apr 2019 -

  27. So, I've failed, so far...

    Investment Banking

    Hey guys, So I've been trying to get into finance/investment banking/ equity research for quite some time. I have an undergrad in econ and a master of accountancy from a CSU that isn't too high on anyone's radar. I think I've hit the p ...

    39 comments26 May 2016 -

  28. Q&A with Flake, “Don’t waste your time and energy in a back office role.”

    How do I even begin to introduce Flake? More than anything else, Flake is really here for our enjoyment. Sure, maybe Flake is not as helpful as the legendary CompBanker, but that does not mean he is undeserving a Q&A. Within our interview, there are s ...

    64 comments18 Apr 2012 -

  29. Equity Research Q&A with Flake

    Equity Research

    Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of the ...

    153 comments27 Aug 2012 -

  30. Equity Research: If you had the choice, what industry would you cover and why?

    Equity Research

    Are some industries better than others to cover from an ER standpoint? Are some duds (and why)? What are the key ingredients to a successful ER career as far as coverage goes? Should you aim for more obscure spaces with fewer analysts or are there fewer a ...

    112 comments1 Feb 2017 -

  31. Switch from Equity Research to IBD

    Equity Research

    Hey guys I've been offered an ER position at a BB after an internship, but IBD is where I really want to be. Unfortunately, in this market, not many people are hiring, especially not through the non-internship route (I dont have any prior banking exp ...

    113 comments6 Mar 2017 -

  32. Best Way Into a Hedge Fund

    Hedge Fund

    I was wondering what the most common career path into a large hedge fund would be. 1) Equity Research--->Hedge Fund 2) M&A--->Hedge fund 3) S&T--->Hedge Fund s&t M&A Equity Research ...

    99 comments26 Feb 2017 -

  33. Recommended Books for equity research

    Equity Research

    I've locked up my internship for this summer as an equity research analyst intern. Now that I don't have to worry about interviewing and can put less of a focus on networking I would like to find a few books on equity research to read in my free ...

    98 comments13 Dec 2016 -

  34. Equity research reports- BB technology TMT industry reports

    Equity Research

    msg me if you would like copies- comprehensive industry reports- full length Equity Research reports share technology sales trading ...

    65 comments12 Apr 2015 -

  35. Switching from Consulting to Investment Banking

    Investment Banking

    Hi All, I am looking for some advice on how I should proceed with my life, now that I am committed to get into banking or equity research. ...

    75 comments1 Feb 2017 -

  36. What would you like to know about Equity Sales / Research?

    Equity Research

    Hi Guys- I'm working on a blog (or maybe ebook) to give junior staff and interns an idea of what it's REALLY like to work in the equities sell-side business at a BB. ...

    73 comments18 Aug 2016 -

  37. Best ER firm?

    Equity Research

    thoughts? Equity Research ...

    64 comments21 Feb 2017 -

  38. Big 4 to Equity research..

    Equity Research

    ...what are some possible routes? Im only a 2nd year in big 4 audit so I know manager in big4->Mba-> ER might beone route but I cannot stick the job anymore....No way I am sticking around until manager. So what are some alternatives? Im willing to st ...

    52 comments7 Nov 2017 -

  39. Susquehanna International Group (SIG) Equity Research Associate First Round Intervire

    Equity Research

    Hi, I will be having an upcoming phone interview with an HR for this position. I would love to hear any suggestion on how I should prepare for this? From what I understand, there will be brainteasers, probability and stock pitch? ANy take on this? Thank y ...

    47 comments6 Mar 2017 -

  40. Seriously, what does a person need to do to get FT offers in this market?!!

    Job Search Advice

    Won't waste time whining; here's the lowdown:-- Semi-target, 3.3 GPA double major in Finance/Economics, graduating this May-- Sent resumes to 80+ firms, including all BBs / MMs /elite boutiques along with a ton of local boutiques.-- Have gotten ...

    77 comments21 Aug 2012 -

  41. On The List: Regional Equity Research Groups

    Nouveau Richie's blog In what is now becoming an excellent case study of capitalism in action, I've decided to respond to VanillaThunder's impressive grab of share in the CapIQ List/Silver Banana exchange market by changing my model quite a ...

    49 comments13 Mar 2011 -

  42. Equity Research training courses?

    Equity Research

    Could anybody recommend me some equity research training courses? Thank you in advance:)! ER training Courses WSP Equity Research course Salary ...

    20 comments12 Apr 2019 -

  43. Finding ER job as an undergraduate?

    Equity Research

    Hi, I am an undergrad senior looking for fulltime I am greatly interested in equity research and I have realized that I have two very big problems. One I am an undergrad student and two, I am not fabulous, which makes it worse. What I realized is that it ...

    37 comments23 Feb 2018 -

  44. Credit vs. Equity Research

    Asset Management

    What are some of the key differences between the two? Obviously the security being valued is different, but I imagine you would still be looking at the strength of the company and looking at the same financial statements, etc. Wondering because I enjoy ER ...

    36 comments3 Aug 2017 -

  45. Writing an Equity Research Report

    Equity Research

    I am currently a Global Business/Finance major at a non-target with a 3.7 GPA. I am looking to break into equity research by obtaining an internship next summer (I tried for this summer but did not have luck). I have very little relevant experience and I ...

    41 comments3 Aug 2015 -

  46. Mutual Fund: A day in the life.

    Asset Management

    Hey all, WSO has given me a lot of information about the Hedge fund, Investment banking, Private equity, and Venture Capital industries. WSO actually help me get an internship of my dreams as a freshman (VC fund in SF). I cannot seem to find much about Mu ...

    62 comments3 Jan 2012 -

  47. Boutique IB vs. BB ER

    Investment Banking

    What summer internship would set me up better for FT BB IB recruiting? Investment Banking Equity Research 2015 FT Recruiting ...

    46 comments20 Jan 2015 -

  48. Equity Research Q&A with bearing

    Andy note: BIG thanks to bearing for doing the interview with me. bearing is a 3rd year equity research associate and long-time member of WSO. He's been a very helpful member in the forums and was nice enough to answer some questions for those intere ...

    34 comments6 Sep 2012 -

  49. I'm a First Year Equity Research Associate, Ask Me Anything

    Mod Note (Andy): Happy to introduce another new blogger: "User X". He'll be blogging Sundays at 8pm ET. Hey everyone, looking forward to bringing some more interesting discussion threads to the site. Quick background:- Engineering degree + ...

    29 comments18 Oct 2013 -

  50. Research Assistant vs Associate

    Equity Research

    In equity research, wealth management, etc, what exactly is the role of "research assistant"? I know "research associate" is usually reserved for people with an MBA or CFA or all-around more experience, and "research analyst" ...

    49 comments8 Nov 2016 -

  51. New Credit Suisse CEO effects on equity research? (and IB as a whole)

    Equity Research

    Hi guys, As many of you may know, Credit Suisse 's CEO Brady Dougan is being replaced by Tidjane Thiam in June, and many analysts are speculating that Thiam will downsize the securities and investment banking arms by as much as 3,000 positions in 201 ...

    31 comments11 Mar 2015 -

  52. Investment Banking to Equity Research

    Equity Research

    Has anyone on here made the move from investment banking to equity research, specifically within BB? Why did you make the move and was it the right move? What was the process like? Equity Research ...

    32 comments14 Jan 2016 -

  53. Who are all the "dumb" investors/analysts?

    Investing, Markets & Macroeconomics

    Being in B School I get to hear from lots of successful investors, guest speakers, and current/former professionals teaching classes. There is a common refrain that gets repeated in different formats by lots of people. Its often talking disparagingly abou ...

    29 comments3 Apr 2015 -

  54. Your future empire: what’s it like?

    WSO just hit 40,000 members and the last time I checked (minus the trolls and a few odd d-bags) you will probably find some of the most intelligent, entrepreneurial, and ambitious people the world has to offer, all in a single community. The countless thr ...

    34 comments18 Oct 2010 -

  55. What is wrong with this picture?

    Equity Research

    I am an MBA, a CFA Level III candidate, and have been working in ER for a year. My comp is 60k base. What the hell am I doing wrong? Am I in the twilight zone or is this even remotely normal sounding? MBA Equity Research CFA ...

    48 comments31 Jul 2011 -

  56. Trading Multiples

    Equity Research

    I was wondering why it is BETTER for a company's multiple such as EV / EBITDA to become lower as time goes on? How does this show good value per say? Isn't this a skewed thing to say because a company can also grow its enterprise value at the sa ...

    31 comments26 Sep 2015 -

  57. Equity Research Culture

    Equity Research

    Not many people here have addressed the "CULTURE" on equity research desk, can someone provide me some insights on the following questions What is the relationship between junior associate and senior analyst like? Will the analyst closly mentore ...

    38 comments6 Mar 2017 -

  58. Do ER analysts ever chat with traders about their stocks?

    Equity Research

    Are traders a good source of information or are traders looking for info from the analyst? Equity Research Salary ...

    47 comments11 Feb 2013 -

  59. What to do when the HR ignores you?

    Equity Research

    Hi wise people here on WSO, Hope all is well? I am really frustrated with my current situation here and don't really know what to do next. So I networked very hard to get a first-round interview opportunity with a BB and passed the first round. I was ...

    22 comments17 Feb 2016 -

  60. Excel Modeling Test for Interview

    Equity Research

    So, I just had a second round interview for a research associate role and then was given a modeling test. I was told to fix three errors in the forecasting period of the IS. At first glance I see four errors in the forecasting periods for Gross Profit as ...

    26 comments2 Mar 2016 -

  61. Equity Research experience and take away for aspiring monkeys

    Equity Research

    Thought I'd post some the PM diarrhea I've sent to monkeys (who ask intelligent questions). Here we go... I graduated college with an Econ degree from a top 20 school in the US but not an Ivy. Side-note, monkeys get way too hung up on target, se ...

    36 comments21 Aug 2012 -

  62. Fork In the Road: Finance or Startup

    Other Industries

    Sorry for the long post. Big decision. Any input would be appreciated. ...

    25 comments3 Apr 2017 -

  63. CFA Materials: Schweser vs Bloomberg

    Equity Research

    Hello all, This week I registered for CFA Level 1. I registered for the June 2016 exam. I am wondering if anyone has used the Bloomberg study materials for the CFA. I know Schweser is the go to for most people but it looks like Bloomberg's product is ...

    28 comments28 Aug 2015 -

  64. Goldman Sachs Global Investment Research Interview

    Job Search Advice

    Hi all, I have an interview with GS global investment research group this week. I'm interviewing for their portfolio and strategy team. Any advice on how to prepare. I figured we will probably cover current economic conditions, trends, stock pitch, f ...

    25 comments25 Apr 2018 -

  65. Small Boutique IB or BB Wealth Management

    Investment Banking

    Hi Guys, So I'm caught in a bit of a dilemma. I am coming from a non-target school, graduating in a couple of weeks with Finance degree, 1st gen college student. Didn't do BB summer internship, but I went overseas and worked at a 2B+ hedgefund a ...

    19 comments13 May 2017 -

  66. Fidelity Research Associate Pay

    Equity Research

    Hey guys, Just wondering what a first year equity research associate (straight out of undergrad) makes at Fidelity Investments. Supposedly it's competitive with IBanking, but some actual numbers would be greatly appreciated. Thanks! compensation Fide ...

    55 comments2 Mar 2011 -

  67. Interview with an Equity Research Associate (Part 1/2)

    IntoTheRain's blog The following is an interview with Equity Research Associate IntoTheRain (he is also available to answer your questions) Are you a professional and want to do an interview? View our interview template here and then email me your re ...

    17 comments28 Nov 2017 -

  68. Asset Management vs. Equity Research

    Asset Management

    If the ultimate goal is to be a PM, which path should one take when starting right out of undergrad? Post MBA? What are the differences in their career progression? And how do the tasks differ as an entry level employee? MBA Equity Research portfolio mana ...

    24 comments22 Jan 2018 -

  69. Bloomberg Vs Thomson Reuters

    Equity Research

    hi, I posted this in the Asset Management forum will repost here also, Thank you! Hello everyone, Thank you for taking the time to read this. I just needed the opinion of the buy side peeps (PMs and research analysts) regarding the Bloomberg platform vs t ...

    29 comments26 Feb 2017 -

  70. Does anyone have any insight into the Morgan Stanley Equity Research Junior Associate Program?

    Equity Research

    The opportunity seems like a great way to break into ER, seems open to recent and expected graduates with a Jan 2020 start date. Does anybody know anyone who has applied? Know what they are looking for in applicants? Size of applicant pool? Interview proc ...

    9 comments2 Oct 2019 -

  71. Observations of an Equity Research Associate

    Equity Research

    This is just one of those threads, where we talk about what the ER industry is like. I'm a first year associate at a BB in ER, and I just finished my 2nd week. I'm working under a group that I really like and I thought I would create this thread ...

    31 comments20 Jun 2012 -

  72. Equity Research Sales at BB

    Investment Banking

    Hi all, Just want quick clarification on what the role in the title does day to day. From my understanding they express the firm's views and ideas (from research) to PM's and other people on the buy side with the view to make them trade through ...

    24 comments31 Jul 2017 -

  73. JMP Securities culture/reputation?

    Equity Research

    How is JMP Securities (specifically the ER department) viewed on the street? Anyone have any first hand experience? Equity Research Salary ...

    26 comments10 Mar 2017 -

  74. Moving into Equity Research

    Equity Research

    I am going to try to keep this short. I just finished the CPA exam, and will start a big 4 gig in audit this summer (NYC). I want to be in equity research in the next few years (does not have to be a BB, I just want to break into the industry). I am consi ...

    29 comments25 Mar 2012 -

  75. Where do you see the equity research industry going?

    Investment Banking

    Moderator Note (Andy): Best of WSO- this post originally went up January 2008 and we thought it deserved to go back on the homepage for those who may have never seen it. I was just talking with an II-ranked independent research analyst. She was really sur ...

    31 comments14 Mar 2014 -

  76. Do I stay or do I just not show up for work?

    Job Search Advice

    Ok, so I started work about a month ago at one of the largest asset mgmt/mutual fund companies in the US. I went through a 5-week training program to be a customer service rep at one of their regional call centers. Duties consist of providing balances for ...

    33 comments17 Mar 2010 -

  77. Eminem's Rap on Trump: Good or Bad?

    Off Topic

    Last week I wrote a post which mentioned the potential to buy equity in Eminem's music catalog from 1999-2013. Since writing that post, Eminem went on the BET Cypher and lashed out at Trump with his freestyle called, " The Storm ". In light ...

    15 comments12 Oct 2017 -

  78. Key Banc Investment Banking & Equity Research

    Investment Banking

    Thoughts on this place? Any prestige? Is a job her a career limiting move unless? Investment Banking Equity Research Key Banc ...

    26 comments3 Apr 2017 -

  79. NYSSA Equity Research Initiation Report

    Equity Research

    ***Please look at the bottom of the post before PM-ing me for materials. Summary: NYSSA IRC as a Stepping Stone in Getting a Job in ER It seems like there are fair amount of people who are interested in Equity Research on this site. There are a lot of goo ...

    27 comments18 Apr 2012 -

  80. Analyst Gets Owned at his own Conference

    Equity Research

    How normal is this? lol I just read this and a lot of people get calls wrong, but for this one to get called out and not much of a response makes me wonder what's going on behind the scenes. For a good laugh. Vertex- Morgan Stanley The head of Vertex ...

    28 comments27 Sep 2011 -

  81. Equity Research or Asset Management (Investment Management)

    Equity Research

    From what I understand, both roles can end up doing similar types of work when you first start. I was wondering which career is 'better', ER or Investment Management. In terms of salary, I believe they start off equal at a BB. How does the salar ...

    26 comments29 Sep 2015 -

  82. ER Bonuses: 2013

    Equity Research

    Created this same thread last year and it had a good response so thought it would be helpful to do it again. I get a sense that the street was down across the board this year but all of the focus is on IBD and not ER or S&T so there's very few da ...

    29 comments16 Feb 2013 -

  83. Equity Research Intern Interview on Monday...

    Equity Research

    What should I expect? It's a boutique shop in the southern region, and I'm curious what questions to expect. Detailed Balance sheet, income statement analysis? Anybody would be greatly appreciated. It would be a great first step for me and I ...

    22 comments28 Nov 2017 -

  84. What are the best independent research shops?

    Equity Research

    Hey Guys, i was wondering what you guys thought were the best independent research shops? i know that bernstein and isi have great reputations. jeff degraaf, former of isi just started his own shop called RenMac and fromer Strategist Jason Trennert runs S ...

    23 comments21 Feb 2017 -

  85. Two Great SA Offers- Need Help Choosing (IB vs ER)

    Job Search Advice

    Hey all, Just finished going through the SA recruitment cycle, and having worked my ass off, I feel very fortunate to come away with two offers for the summer- one at Moelis NY, and one for ER at a top BB (think JPM /BarCap/BAML) also in NY. I am really t ...

    33 comments17 Feb 2011 -

  86. ER Bonuses: 2012

    Equity Research

    How'd everyone do this go around? I get a sense that the street was very tough this year but all of the focus is on IBD and not ER so there's very few data points. I think it's helpful to collect as much comp info as possible to understand ...

    30 comments18 Feb 2012 -

  87. Equity Research (Retail)--> Venture Capital

    Job Search Advice

    Hey all-- This site has led me along my path since coming out of college, and for that I am extremely grateful. I never had much direction coming out of school (non-target), but knew I liked the markets and knew that I wanted to make money, so with a lot ...

    19 comments8 Jan 2016 -

  88. Here is my attempted ER report- tips/suggestions?

    Equity Research

    In an attempt to improve my ability to understand companies (and hopefully their quality), I wrote an mini equity research report. I was wondering if anyone could give me tips on how to make an investment thesis for an ER report? And maybe some advice on ...

    28 comments24 Jun 2012 -

  89. Krawcheck: Sell Side ER Best Job Out of College

    Many people wonder what is the best Wall Street job right out of college and there's no simple answer to this question. But former Merrill Lynch president Sallie Krawcheck took a swing at it a few days ago on LinkedIn and she raises a lot of good poi ...

    17 comments29 Jan 2013 -

  90. When to follow up after interview??

    Job Search Advice

    I Internship Equity Research ...

    20 comments11 Apr 2017 -

  91. Jefferies Equity Research

    Equity Research

    I may have a phone interview coming up with them in the next few days. Any tips? I'm pretty sure that they're always been pretty well respected in research. Does anyone know if any stars have left? Also, I'm trying to get a list of their ra ...

    21 comments26 Feb 2017 -

  92. How to Get Started Writing Equity Research Reports As An Amateur

    Equity Research

    Hi, Since I have been struggling finding a job this summer, I was thinking about writing some equity research reports on my own while studying for the CFA and perhaps use these as a way to show interest and maybe break into ER for the next summer. However ...

    28 comments9 Jun 2011 -

  93. Modeling retailers?

    Equity Research

    Hey guys, I have a question on modeling retailers. Say you're looking at a company that is expected to generate a 5% same store sales number next year. Would Year T+1 Revenue = [(Stores open at T- Expected Closures)*(Sales/Store)*(1 + Expected Same S ...

    19 comments9 Feb 2017 -

  94. Flexibility of Valuation Methods in ER?

    Equity Research

    I skimmed an ER report from Bank of America today on Beyond Meat (BYND) and I saw that, whatever the assumptions regarding revenue, etc., in order to get a price target marginally above the (then) current market price, the analyst used a terminal growth o ...

    8 comments15 Aug 2019 -

  95. Fixed Income vs Equity Research Analyst Career

    Asset Management

    I'm an engineer pursuing an MBA at a top US university and have also completed CFA Level 3. I'm looking to break into investment management and trying to decide between Fixed Income (FI) and Equity research. Although this is not still set in sto ...

    14 comments17 Nov 2017 -

  96. Morningstar's reputation

    Equity Research

    What is their reputation in the industry? Their culture is top notch and fairly easygoing, but are their analysts any good and do any good buy side guys subscribe to their reports. Who are their main clients? Also how does their pay look for entry level a ...

    18 comments21 Mar 2017 -

  97. Question- What kind of company should I write equity research report on?

    Equity Research

    What kind of company should one write an equity research report on? Like what reasons should someone have for writing a report on Company XYZ? I'm trying to decide what to write an initiation report on. Could someone help? I was thinking Caribou, but ...

    19 comments7 Mar 2016 -

  98. Factset- Consultant position

    Job Search Advice

    What's the deal with working at Factset? I understand that the "consultant" position is a glorified customer support role, but it seems to me like there could be a genuine exit op. logically speaking you obviously learn the factset software ...

    19 comments20 Apr 2016 -

  99. Best route to buy-side ER (non-MBA)

    Equity Research

    I had posted a question few weeks ago on this forum asking how hard it would be for me to break into this field and got the reply that it wouldn't be easy at all. lol. I've been in touch whatever few contacts I have working in IB and wall street ...

    23 comments21 Apr 2012 -

  100. Stock Idea: Dividends from Eminem

    Investing, Markets & Macroeconomics

    Ever thought about owning Media Royalties as an asset class in your portfolio? What would that even look like? One example, is profiting off every time The Real Slim Shady is streamed in Spotify, Pandora, or Youtube. According to Royalty Flow, which recen ...

    11 comments12 Oct 2017 -

  101. Does ER Have Corporate Finance Exit Opps?

    Equity Research

    Hi, ...

    18 comments21 Mar 2017 -

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