Best practices for equity research analysts




Tearsheet Podcast: Exploring Financial Services Together show

Summary: In this week's episode of Tradestreaming Radio, we interview James Valentine, author of the new book, Best Practices for Equity Research Analysts: Essentials for buy-side and sell-side analysts. Jim brings a ton of information and experience into the only book I know of that addresses the business of being an equity researcher, whether on the sell side or buy side.  But beyond that, this book is about the art and science of professional investing. We discuss, the need for stock researchers to sharpen organizational skills, killer apps to monitor stocks, "food chain analysis", how analysts communicate in the age of social media, and a lot more