About me

My name is Jerry Diao, the founder of Richard Toad®, serving the equity research profession. I have been featured on Bloomberg. I covered enterprise software in sell-side equity research, then moved on to a generalist research analyst role at a California-based start-up hedge fund. Before equity research, I was an actuary and a quantitative analyst (without winning a national math competition in China though.) I hold a Bachelor’s in Statistics from UC Berkeley and an MBA from NYU Stern.

Every Sunday at 12pm EST, you’ll get a sharp hit of insight—either how to break into and succeed in public equity research, or what I’m learning about investing and great businesses.

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My creator and founder journey

• My 2025 Recap
• My 2024 Recap
• My 2023 Recap
• My 2022 Recap
• Revealing my identity - sharing creator lessons
• 20 life lessons

Not investment advice. No articles are paid for by the covered firms.