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.

If you’re serious about breaking into public equity, here are ways I support you:

• Daily job leads
• If you don't know what funds fit your investment style
• How to do diligence of funds and network with buy-siders
• Make your resume public equity-ready
• If you are looking to learn buy-side skills from a real investor, I have partnered with the best in the business

📇 Connect with me: LinkedIn | Instagram | Twitter | YouTube

My guest appearances

• Stock Thoughts podcast (2026/3/18)
• Chat with Andrew Carr of Fundamental Edge (2024/11/24)
• Daloopa podcast (2024/11/5)

My creator and founder journey

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

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