Investing
Business Trends in China
My on-the-ground experience
Latest
Career
Equity Research Masterclass
That all junior equity research professionals should know
Career
20 pieces of advice to help you stand out
Against 99% of your beta peers
Career
MBA Is Not a Magic Bullet to Research Jobs
Why MBA Won't Magically Fast-Track Your Investment Research Job Search
Career
The Rapid and Epic Demise of Silicon Valley Bank (SVB)
How a bank works, what's a bank run, what went wrong with SVB and my thoughts and predictions
Career
5 Reasons Why You Don't Get High Finance Jobs
Do you want to be a front office employee on Wall Street, but all you get is ghosting and rejections and all you do is vent on finance forums? Well, I want to solve that problem. Today I will share with you the top 5 reasons why you are failing
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