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

Amazon.com Price: $61.72 (as of 11/10/2019 12:19 PST- Details)

Categories: , , , , , , , , , , , ,

Description

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 during 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 will have to 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 when it comes to how the analysts will have to manage their time, resources, data, and contacts in order to get a hold of the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who need 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 change into a top-notch analyst. I shouldn’t be surprised; it was written by one of the most best analysts that Wall Street has ever seen. Every securities firm will have to 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. On the other hand, equity analysts who work for senior producers ceaselessly 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 can 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.

Related products

Home » Shop » Books » Specialty Boutique » New, Used and Rental Textbooks » Business and Finance » Banking » Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

Recent Products