Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

McGraw Hill Professional
6
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The first real-world guide for training equity research analysts—from a Morgan Stanley veteran
  • Addresses the dearth of practical training materials for research analysts in the U.S. and globally
  • Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe
  • He will promote the book through his company's extensive outreach capabilities
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About the author

James J. Valentine, CFA spent 16 years working for top institutions, including Morgan Stanley, Salomon Brothers, Smith Barney, and PaineWebber; he was Director of Global Training and Development for Morgan Stanley's Research Department from 2006 to 2008. For 10 consecutive years, he was ranked by Institutional Investor as one of the top three Wall Street analysts within his sector, and in 2006 Forbes named him one of the top three Wall Street analysts among all 2,000 sell-side analysts eligible that year.

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Additional Information

Publisher
McGraw Hill Professional
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Published on
Jan 7, 2011
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Pages
304
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ISBN
9780071736398
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Language
English
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Genres
Business & Economics / Personal Finance / General
Business & Economics / Personal Finance / Investing
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Content Protection
This content is DRM protected.
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Reading information

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A practical guide to making more informed investment decisions

Investors often buy or sell stocks too quickly. When you base your purchase decisions on isolated facts and don't take the time to thoroughly understand the businesses you are buying, stock-price swings and third-party opinion can lead to costly investment mistakes. Your decision making at this point becomes dangerous because it is dominated by emotions. The Investment Checklist has been designed to help you develop an in-depth research process, from generating and researching investment ideas to assessing the quality of a business and its management team.

The purpose of The Investment Checklist is to help you implement a principled investing strategy through a series of checklists. In it, a thorough and comprehensive research process is made simpler through the use of straightforward checklists that will allow you to identify quality investment opportunities. Each chapter contains detailed demonstrations of how and where to find the information necessary to answer fundamental questions about investment opportunities. Real-world examples of how investment managers and CEOs apply these universal principles are also included and help bring the concepts to life. These checklists will help you consider a fuller range of possibilities in your investment strategy, enhance your ability to value your investments by giving you a holistic view of the business and each of its moving parts, identify the risks you are taking, and much more.

Offers valuable insights into one of the most important aspects of successful investing, in-depth research Written in an accessible style that allows aspiring investors to easily understand and apply the concepts covered Discusses how to think through your investment decisions more carefully

With The Investment Checklist, you'll quickly be able to ascertain how well you understand your investments by the questions you are able to answer, or not answer, without making the costly mistakes that usually hinder other investors.

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