From Tech and Telecom to Restaurant Concepts. Why?

I recently made a small private investment in a new restaurant concept called Royale Magnificent Burgers or just Royale Burgers for short.  Why is a long time technology equity research analyst investing in a Dallas burger joint?  In short, the timing is right, a great management team is leading the charge, the location is ideal…

Time to Focus on Precision Agriculture and Aquaculture Investments

THE OPPORTUNITY Food production will need to increase by more than 70% over the next few decades to feed the expected growth in world population, increased urbanization and as emerging economies join the consumption class.   World Population growth is expected to bring the earth’s residents to more than nine billion in 2050 from seven…

Market Downdrafts – Stay in Front of Clients as Opposed to Hiding

During Market Downdrafts, Stay in front of Clients as Opposed to burying your head in the sand.  There may be very few sell-side analysts today who have lived through major market downdrafts similar to those experienced in 1987, 2000 and 2008. Environments like these separate the grown ups from the kids. If you are sell-side…

Investor Relations Strategy – Don’t Miss Right Out of the BOX

A strong emphasis on an investor relations strategy should help companies reduce volatility; reduce public market risk and ultimately increase its long-term value.  In fact, a successful investor relations strategy, in my opinion, is one that has been in place well before investment bankers and SEC attorneys are even selected. For example, Box priced its initial public offering…

Good Company Information Can Be Found at Any Time / Any Place

I have been asked many times over where I get some good company  information to report to my institutional clients.  Well, it can be from anywhere and in the most unlikely places.  You just have to recognize it when you see or hear it then figure out why it is useful information for your clients. For example,…

High Impact Equity Research is the Key to Success

High impact equity research calls are the key to success at any financial institution on Wall Street.  Here is a Long-term example.  Each year I would launch a major theme piece indicating the key issues and growth drivers that  would impact my sector over the course of the next few years. Once I have launched the report,…

High Impact Research: Short-Term Example

After writing about the role of an equity research analyst on Wall Street, I thought it would be appropriate to touch on High Impact Research. I’m sure volumes of books have been written on it and more will be forthcoming. High Impact Research is difficult to quantify so I will provide a short-term and a…

What Is The Role Of An Equity Research Analyst?

What is the role of an Equity Research Analyst in the equities research division of major financial institutions and how to become the best “sell-side” analyst on Wall Street?  Industry Knowledge, Company Knowledge and Stock Picking are the “basic building blocks” of an equity research analyst on Wall Street.  You will spend anywhere from 25%-50%…