A real-world guide to becoming a top-performing equity analyst
Praise for Best Practices for Equity Research Analysts: "Jim
Valentine has taken his decades of experience as a highly
successful security analyst and written an effective and
comprehensive guide to doing the job right. I only wish I had this
book by my side throughout my career." -- Byron R. Wien, Vice
Chairman, Blackstone Advisory Partners LP "Given the fast pace and
high-pressure nature of the markets, analysts don't have the luxury
to make mistakes. James J. Valentine's Best Practices for Equity
Research Analysts should be required reading for all new and
experienced analysts, particularly those who were not lucky enough
to be brought up in the business under a mentor. Valentine can be
that mentor." -- Jami Rubin, Managing Director, Global Investment
Research, Goldman Sachs "Jim's book is an excellent window into the
world of securities research. Very few works cover the complete
life cycle of an analyst and the necessary balance between theory
and practice. This is one of them." -- Juan-Luis Perez, Global
Director of Research, Morgan Stanley "Valentine's book doesn't
rehash the basics of finance but covers all the nonacademic topics
in terms of how the analysts should manage their time, resources,
data, and contacts in order to come up with the best stock picks.
This book is required reading for beginning analysts and a
must-read for all analysts who want to develop an edge." -- Carl
Schweser, Founder of Schweser's Study Program for the CFA Exam
"Best Practices for Equity Research Analysts is by far the best
written and most comprehensive book that I have read on how to
become a top-notch analyst. I shouldn't be surprised; it was
written by one of the best analysts that Wall Street has ever seen.
Every securities firm should require their analysts to read this
book." -- Eli Salzmann, Portfolio Manager Most equity research
analysts learn their trade on the job by apprenticing under a
senior analyst. However, equity analysts who work for senior
producers often have little time or incentive to train new hires,
and those who do have the time may not have research skills worth
emulating. Now, Best Practices for Equity Research Analysts offers
promising equity research analysts a practical curriculum for
mastering their profession. James J. Valentine, a former Morgan
Stanley analyst, explains everything today's competitive analyst
needs to know, providing practical training materials for buyand
sell-side research analysis in the United States and globally.
Conveniently organized for use as a learning tool and everyday
reference on the job, Best Practices for Equity Research Analysts
covers the five primary areas of the equity research analyst's
role: Identifying and monitoring critical factors Creating and
updating financial forecasts Deriving price targets or a range of
targets Making stock recommendations Communicating stock ideas
Expanding upon material covered in undergraduate courses but
written specifically to help you perform in the real world, this
authoritative book gives you access to the wisdom and expertise of
leading professionals in the field. You'll learn best practices for
setting up an information hub, influencing others, identifying the
critical factors and information sources for better forecasting,
creating a better set of financial forecast scenarios, improving
valuation and stock-picking techniques, communicating your message
effectively, making ethical decisions, and more. Without Best
Practices for Equity Research Analysts, you're just treading water
in the sink-or-swim world of the equity analyst.
General
Imprint: |
McGraw-Hill Education
|
Country of origin: |
United States |
Release date: |
April 2023 |
Authors: |
James Valentine
|
Dimensions: |
229 x 152 x 24mm (L x W x T) |
Pages: |
464 |
ISBN-13: |
978-1-265-62466-8 |
Categories: |
Books
|
LSN: |
1-265-62466-6 |
Barcode: |
9781265624668 |
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