Keep up with the news, read notes if you have access to them, practice modeling, learn the boring stuff like FactSet, pay attention in classes if you are a student, join investing clubs, etc. I’m sure you can think of something…
Look up Stacy Rasgon on twitter and look through some of his threads on being an associate and what SS research is about.
Hard disagree. You can do a lot of running in place if you’re totally unguided.
No small part of the job is distilling a stock down to its 1 - 3 key drivers and forming a differentiated view on each. Debating / exchanging with investors is one of the more comprehensive ways to do so, and the best way to have a window into those exchanges is through a mentor.
Key drivers, differentiated view, debating ideas. As a student, this is what investing clubs are for and these skills come with practice. Most people don’t have the luxury of a direct mentor guiding them every step of the way and somehow they figured it out.
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Get good by doing. Mentor not needed.
Keep up with the news, read notes if you have access to them, practice modeling, learn the boring stuff like FactSet, pay attention in classes if you are a student, join investing clubs, etc. I’m sure you can think of something…
Look up Stacy Rasgon on twitter and look through some of his threads on being an associate and what SS research is about.
Hard disagree. You can do a lot of running in place if you’re totally unguided.
No small part of the job is distilling a stock down to its 1 - 3 key drivers and forming a differentiated view on each. Debating / exchanging with investors is one of the more comprehensive ways to do so, and the best way to have a window into those exchanges is through a mentor.
Key drivers, differentiated view, debating ideas. As a student, this is what investing clubs are for and these skills come with practice. Most people don’t have the luxury of a direct mentor guiding them every step of the way and somehow they figured it out.
I am in the camp of: you need to get to a certain competency before mentors want to spare their time mentoring you.
And learn to google and use ChatGPT. And read, read, and read. If you don't even know what to read, you don't want it hard enough.
Shouting out your videos on YouTube man super helpful
In fuga nobis et eos earum in. Atque dignissimos autem numquam.
Velit nihil harum qui. Debitis numquam a veniam autem facere dolore aut. Et rerum non nihil quo quae.
Velit sit est explicabo ipsam non dolorem exercitationem cum. Facilis non eos veniam fugiat velit quia repudiandae magni. Laboriosam omnis enim tenetur voluptatem molestias illo voluptas. Et blanditiis et totam velit sit laboriosam rem.
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Blanditiis sint delectus cumque quos eligendi. Aut quia ea occaecati quia eius. Officia molestiae dolor dolor nemo nostrum ea aspernatur. Et quisquam corrupti blanditiis quia quo.