- Paperback: 464 pages
- Publisher: McGraw Hill Education; 1 edition (21 September 2011)
- Language: English
- ISBN-10: 1259003957
- ISBN-13: 978-1259003950
- Product Dimensions: 38.9 x 5.8 x 57.9 cm
- Average Customer Review: 4.5 out of 5 stars See all reviews (4 customer reviews)
- Amazon Bestsellers Rank: #25,710 in Books (See Top 100 in Books)
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Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts Paperback – 21 Sep 2011
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A former Morgan Stanley research analyst provides the very first real-world guide for training equity research analysts, based on industry best practices
About the Book
Written by a former transportation analyst with extensive on-the-job training experience, Best Practices for Equity Research Analysis covers everything budding young analysts need to know, from technical areas, such as building models and using valuation tools, to the best approach to interviewing company management. The book identifies and teaches the profession's 10 best-practices areas and details 75 specific best practices within those areas.
Key Selling Features
- Addresses the dearth of practical training materials for buy and sell side research analysts in the U.S. and globally
- Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe
- Valentine will help promote the book through his company's certification program, online community, and financial analyst blogs; it will target corporate clients and college students in classes around the world
Market / Audience
Research analysts (100,000 to 150,000), CFA exam-takers (100,000), business school students, training departments of large financial firms
James J. Valentine, CFA (Riverside, CT) 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. During his career, Valentine won numerous analyst awards for his stock picking, earnings forecasts, and client service from the Wall Street Journal, First Call, Reuters, Institutional Investor, Greenwich Associates, and Star Mine.
About the Author
James J. Valentine, CFA, has been an equity research analyst for Morgan Stanley, Salomon Brothers, Smith Barney, and Paine Webber. During his career, he served as Morgan Stanley's associate director of NorthAmerican research and its director of global training and development, where he was responsible for implementing new programs for more than 1,000 employees located in financialcenters around the globe. For 10 consecutive years, Institutional Investor ranked him as one of the top three Wall Street analysts within his sector.
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Top Customer Reviews
Can be introduction guide for anyone entering in this field.
It will fast track your focus towards what's important
It is a must read for any new Analyst, no matter whether Buy side or Sell side.
Most Helpful Customer Reviews on Amazon.com (beta) (May include reviews from Early Reviewer Rewards Program)
I would suggest that future editions contain a disc or web access to go into more detail on sections (autocorrelation in residuals, time series, etc..) and provide non analysts with the opportunity to run through exercises.
Or consider exercises on one long valuation throughout the book running from top down, bottom up selection of sector and company. A fictional interview with management, running a history of numbers, forecast earnings..come up with various price multiples..and finally making a recommendation.
I think that would give readers a more interactive experience and help to use those many Excel tricks.
On the whole, I extracted some value from this book.