Podcasts

Best practices for equity research analysts (new podcast)

close

Email a Friend

Best practices for equity research analysts (new podcast)

In this week’s episode of Tradestreaming Radio, we interview James Valentine, author of the new book, Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts.

Jim brings a ton of information and experience into the only book I know of that addresses the business of being an equity researcher, whether on the sell side or buy side.  But beyond that, this book is about the art and science of professional investing.

We discuss:

  • the need for stock researchers to sharpen organizational skills
  • killer apps to monitor stocks
  • “food chain analysis”
  • how analysts communicate in the age of social media, and a lot more

Listen to the FULL Program


I really enjoyed this book because it fills a gap in the literature, not only in terms of how to research stocks professionally, but also how to manage the practice of being a professional researcher.

Jim has a lot of his history and on the job experience built into this book. It’s as much a book about investing as it is the business of investing. I think it was a fantastic read. I recommend it. And, I hope that you’ll find this interview very engaging.  Check out the transcript to dig in.

More Resources

Learn more about the book and Jim Valentine

0 comments on “Best practices for equity research analysts (new podcast)”

Podcasts

The data-driven playbook for growing a small business loan book with Enova’s Cory Kampfer

  • Cory has been immersed in the small business lending space since 2011 when he joined OnDeck.
  • In this episode, Cory provides his unique perspective on the key financial needs and challenges facing small businesses today based on data insights from Enova's $18 billion in originated loans.
Zachary Miller | June 12, 2024
Podcasts

Building the modern CFO stack: Brex’s financial chief on spend tech, going public & cross-functional partnership

  • In this episode, we go behind the scenes with Ben Gammell, CFO of Brex, the corporate spend management platform.
  • He hares insights on building a modern finance tech stack, preparing for an IPO, and the modern CFO's role of fostering cross-functional partnerships within their organization.
Zachary Miller | June 08, 2024
Podcasts

Unlocking home equity: The future of residential real estate investing with Nada’s John Green

  • John Green, co-founder and CEO of Nada, delves into the transformative potential of making home equity accessible to both homeowners and investors through innovative fintech solutions.
  • Discover how Nada navigates regulatory challenges, balances supply and demand in a two-sided market, and plans to democratize home equity investment for the everyday person.
Zachary Miller | June 03, 2024
Podcasts

Inside Cash App’s approach to banking its base: A conversation with Ryan Budd

  • As Cash App matures, it's working to build an embedded finance offering that provides a 360 offering of financial services on top of p2p payments.
  • Join us for an in-depth conversation with a leading Cash App executive as he shares insights on navigating leadership challenges, driving innovation, and empowering teams.
Zachary Miller | May 28, 2024
Podcasts

From direct lending to embedded finance: Luke Voiles on Pipe’s evolving value proposition

  • Pipe's CEO Luke Voiles joins Tearsheet editor Zack Miller on the podcast to discuss the firm's move into embedded lending with its new Capital as a Service platform.
  • From his roles at Intuit, Square, and now Pipe, Luke shares his management style, approach to building world-class products, and how he handles work-life balance.
Zachary Miller | May 21, 2024
More Articles