What is included with this book?
James J. Valentine spent 16 years working for top institutions, including Morgan Stanley, Salomon Brothers, Smith Barney, and PaineWebber; he was Director of Global Training and Development for Morgan Stanley's Research Department from 2006 to 2008. For 10 consecutive years, he was ranked by Institutional Investor as one of the top three Wall Street analysts within his sector, and in 2006 Forbes named him one of the top three Wall Street analysts among all 2,000 sell-side analysts eligible that year.
List of Exhibits | p. xi |
Preface | p. xvii |
Acknowledgments | p. xxiii |
Introduction | p. 1 |
Do You Have What It Takes to Be a Successful Analyst? | p. 9 |
Mastering Organization and Interpersonal Skills | p. 15 |
Take Control to Optimize the Coverage Universe | p. 17 |
Prioritize Time for the Most Valuable Activities | p. 27 |
Influence Others to Accumulate Insights and Get Heard | p. 43 |
Construct and Organize an Information Hub | p. 51 |
Buy-Side Only: Maximize Benefits of Sell-Side Relationships | p. 67 |
Generating Qualitative Insights | p. 77 |
Identify Factors That Impact a Sector's Valuation and Performance | p. 79 |
Identify and Monitor a Stock's Critical Factors | p. 93 |
Create Sustainable Proprietary Sources of Insight | p. 119 |
Get the Most from Interviewing for Insights | p. 137 |
Generating Quantitative Insights | p. 153 |
Detect Deceptive Numbers | p. 157 |
Leverage Statistics for Insights | p. 163 |
Conduct Surveys to Acquire Unique Insights | p. 185 |
Identify Yellow Flags through Forensic Accounting | p. 195 |
Identify the Relevant Microsoft Excel Features for Equity Research Analysts | p. 217 |
Creating the Best Spreadsheet Architecture for Financial Analysis | p. 225 |
Develop Company Financial Models to Elicit Insights | p. 233 |
Forecast Scenarios for the Most Important Critical Factors | p. 245 |
Mastering Practical Valuation and Stock-Picking Skills | p. 255 |
Understand the Benefits and Limitations of Common Valuation Methodologies | p. 257 |
Overcome Challenges to Creating Discerning Stock Calls | p. 271 |
Avoid Common Psychological Challenges That Impede Sound Investing | p. 305 |
Leverage Technical Analysis to Improve Fundamental Analysis | p. 325 |
Communicating Stock Ideas So Others Take Action | p. 341 |
Create Content That Has Value | p. 343 |
Identify the Optimal Communication Channels | p. 351 |
Convey the 7 Critical Elements of Stock Recommendations | p. 357 |
Special Considerations for the Most Important Delivery Channels | p. 371 |
Making Ethical Decisions | p. 389 |
Identify and Resolve Ethical Challenges | p. 391 |
Works Cited | p. 403 |
Index | p. 407 |
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