Book Summary
Book Summary - 7 Powers
The Foundations of Business Strategy by Hamilton Helmer
Career
Interview Tips
With specific tips for Buy-side and Sell-side Research
Career
9 Ways to Cope with Layoffs
A stock analyst's view
Investing
Generalist vs. Specialist
There is no perfect model – many successful investors came from different coverage models and there is no empirical evidence that the generalist or specialist is better than the other. Generalist Under the generalist model, a research analyst has no constraint on what kind of companies or industries she can invest
Career
My 2022 Recap and 2023 Resolution
I am sure this is not the first 2022 Recap you have read, so one more can't hurt you. I will discuss 5 lessons learned in 2022 and 5 goals for 2023 that can benefit you. For those new to my brand, I quit my research analyst job
Career
Why You Should NOT Pursue a CFA
Or frankly, any designation
Career
How to Shine On Your Equity Research Internship
I want to share my advice that helps you make the most out of your sell-side equity research internship. You Will Have Many Customers Your number one customer in the summer will be your immediate sector team. Your top priority is to add value to your team in all ways
Career
Don't Quiet Quit - There is No Shortcut
So I heard there is a new trend called quiet quitting: Doing the bare minimum tasks of your job description well enough that you don’t get fired. Quiet quitters keep it so real that their asses are out the door the moment the clock strikes 5pm. Let’s talk
Career
The Holy Trios of High Finance
Hedge Fund, Private Equity and Venture Capital
Career
7 Reasons Why You Should NOT Work for a Start-up Hedge Fund
As someone who got a front-row seat view of the horrors of working at a start-up hedge fund, I want to share with you the 7 reasons why you should NOT work for a subscale start-up hedge fund. Subpar Pay Yes, I get it. You want to work in finance
Career
How (Sell-side) Equity Research Works
Yes, investment banks provide the back-end such as office space, payroll, distribution channel, etc., but analysts have 100% discretion on how to run their research team based on their vision. The franchise nature of the profession explains why asking “which bank has the best equity research report” does not mean
Career
How to Break Into Public Equity Investing
and why you might be failing