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How to Craft a Winning Stock Pitch
And how NOT to crafting a losing one
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And how NOT to crafting a losing one
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And implications for equity research professionals
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Implications for Wall Street equity research
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Reflections, Lessons, and 2025 Goals
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Recently, Ricky Sandler, the founder of Eminence Capital, joined Ted Seides on the Capital Allocators podcast. During their conversation, Sandler shared valuable insights into how he has navigated the ever-changing landscape of public investing through market regime shifts—and how the market regime is evolving today. Here are my key
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Part 1 - What you need to know before you apply
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A guide for buy-siders
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Wait, they don't just do research?!
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What value does equity research actually add?
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AI as "lead left" banker?
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Takeaways from the public appearances of the Laffont brothers
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Revealing my identity