Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

4.17 avg rating
( 162 ratings by GoodReads )
 
9780071736381: Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

A real-world guide to becoming a top-performing equity analyst

Praise for Best Practices for Equity Research Analysts:

"Jim Valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. I only wish I had this book by my side throughout my career." -- Byron R. Wien, Vice Chairman, Blackstone Advisory Partners LP

"Given the fast pace and high-pressure nature of the markets, analysts don't have the luxury to make mistakes. James J. Valentine's Best Practices for Equity Research Analysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under a mentor. Valentine can be that mentor." -- Jami Rubin, Managing Director, Global Investment Research, Goldman Sachs

"Jim's book is an excellent window into the world of securities research. Very few works cover the complete life cycle of an analyst and the necessary balance between theory and practice. This is one of them." -- Juan-Luis Perez, Global Director of Research, Morgan Stanley

"Valentine's book doesn’t rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources, data, and contacts in order to come up with the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who want to develop an edge." -- Carl Schweser, Founder of Schweser’s Study Program for the CFA Exam

"Best Practices for Equity Research Analysts is by far the best written and most comprehensive book that I have read on how to become a top-notch analyst. I shouldn't be surprised; it was written by one of the best analysts that Wall Street has ever seen. Every securities firm should require their analysts to read this book." -- Eli Salzmann, Portfolio Manager

Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating.

Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally.

Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areas of the equity research analyst's role:

  • Identifying and monitoring critical factors
  • Creating and updating financial forecasts
  • Deriving price targets or a range of targets
  • Making stock recommendations
  • Communicating stock ideas

Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more.

Without Best Practices for Equity Research Analysts, you're just treading water in the sink-or-swim world of the equity analyst.

"synopsis" may belong to another edition of this title.

About the Author:

James J. Valentine, CFA, has been an equity research analyst for Morgan Stanley, Salomon Brothers, Smith Barney, and PaineWebber. During his career, he also served as Morgan Stanley's associate director of North American 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 financial centers around the globe. For 10 consecutive years, Institutional Investor ranked him as one of the top three analysts within his sector.  In 2006, Forbes named him one of the top three analysts among all 2,000 U.S. sell-side analysts that year.  He has been recognized for his stock picking, earnings forecasts and client service from the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates.  He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation.  He lives in a Connecticut suburb of New York City with his wife and three children.

"About this title" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

International Edition
International Edition

1.

James J. Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Quantity Available: 13
International Edition
Seller
booksdeck
(Westlake Village, CA, U.S.A.)
Rating
[?]

Book Description Book Condition: New. Brand new book. This is an international edition textbook with identical content as the US version. We ship all our orders from CA/IL, USA (depending on your address) and NOT from Asia! Choose expedited shipping for superfast delivery with tracking. Bookseller Inventory # 9780071736381

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 18.00
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

2.

Valentine, James J.
Published by McGraw-Hill Education
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Softcover Quantity Available: > 20
International Edition
Seller
Sunshine Book Store
(Wilmington, DE, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Book Condition: New. 0071736387 This is an International Edition. Brand New, Paperback, Delivery within 6-14 business days, Similar Contents as U.S Edition, ISBN and Cover design may differ, printed in Black & White. Choose Expedited shipping for delivery within 3-8 business days. We do not ship to PO Box, APO , FPO Address. In some instances, subjects such as Management, Accounting, Finance may have different end chapter case studies and exercises. International Edition Textbooks may bear a label "Not for sale in the U.S. or Canada" and "Content may different from U.S. Edition" - printed only to discourage U.S. students from obtaining an affordable copy. The U.S. Supreme Court has asserted your right to purchase international editions, and ruled on this issue. Access code/CD is not provided with these editions , unless specified. We may ship the books from multiple warehouses across the globe, including India depending upon the availability of inventory storage. Customer satisfaction guaranteed. Bookseller Inventory # BU9780071736381

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 18.75
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

3.

James J. Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Paperback Quantity Available: > 20
International Edition
Seller
US_Superfast_Bookstore
(New Castle, DE, U.S.A.)
Rating
[?]

Book Description Paperback. Book Condition: New. This is an International Edition Brand New Paperback Same Title Author and Edition as listed. ISBN and Cover design differs. Similar Contents as U.S Edition. Standard Delivery within 6-14 business days ACROSS THE GLOBE. We can ship to PO Box address in US. International Edition Textbooks may bear a label "Not for sale in the U.S. or Canada" or "For sale in Asia only" or similar restrictions- printed only to discourage students from obtaining an affordable copy. US Court has asserted your right to buy and use International edition. Access code/CD may not provided with these editions. We may ship the books from multiple warehouses across the globe including Asia depending upon the availability of inventory. Printed in English. Customer satisfaction guaranteed. Bookseller Inventory # US9780071736381

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 16.12
Convert Currency

Add to Basket

Shipping: US$ 2.65
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

4.

Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Soft cover First Edition Quantity Available: > 20
International Edition
Seller
LOW COST_FAST SHIP
(Scottsdale, AZ, U.S.A.)
Rating
[?]

Book Description Soft cover. Book Condition: New. Opt EXPEDITED shipping for 2 to 4 day delivery - Brand NEW - International Edition - 1ed - SAME Contents as in US edition - SHRINKwrapped BOXpacked - There is no CD or Access Code, unless specified above - Ships from various locations. Bookseller Inventory # S59

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 13.27
Convert Currency

Add to Basket

Shipping: US$ 5.99
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

5.

Valentine,J.
ISBN 10: 0071736387 ISBN 13: 9780071736381
New PAPERBACK Quantity Available: 10
International Edition
Seller
Stock Tiger
(New Delhi, DELHI, India)
Rating
[?]

Book Description PAPERBACK. Book Condition: New. PAPERBACK INTERNATIONAL EDITION Brand New Book. We ship from India. The ISBN-13 or Cover might be different but content is extactly same. We deliver in 5 - 9days and respond quickly to customer queries. Bookseller Inventory # Abe-E-0071736387

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 19.33
Convert Currency

Add to Basket

Shipping: FREE
From India to U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

6.

James Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Softcover First Edition Quantity Available: > 20
International Edition
Seller
GREAT BOOKS DEAL
(TALLAHASSEE, FL, U.S.A.)
Rating
[?]

Book Description Softcover. Book Condition: New. 1st edition. Brand New; Paperback; Black & White or Color International Edition. ISBN and Cover page may differ but similar contents as US edition. GET IT FAST in 3-5 business days by DHL/FEDEX with tracking number. Books printed in English. No shipping to PO Box/APO/FPO address. In some instances, the international textbooks may have different end chapter case studies and exercises. International Edition Textbooks may bear a label "Not for sale in the U.S. or Canada" and "Content may different from U.S. Edition" - printed only to discourage U.S. students from obtaining an affordable copy. The U.S. Supreme Court has asserted your right to purchase international editions, and ruled on this issue. Access code or CD is not provided with these editions, unless specified. We may ship the books from multiple warehouses across the globe, including India depending upon the availability of inventory storage. Customer satisfaction guaranteed. Bookseller Inventory # INAB1466446

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 17.80
Convert Currency

Add to Basket

Shipping: US$ 3.95
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

7.

James J. Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Softcover Quantity Available: 10
International Edition
Seller
bookscollection
(Delhi, DELHI, India)
Rating
[?]

Book Description Book Condition: Brand New. PAPERBACK,Book Condition New, Brand New, Softcover, International Edition. We Do not Ship APO FPO AND PO BOX. Cover Image & ISBN may be different from US edition but contents as US Edition. Printing in English language. Quick delivery by USPS/UPS/DHL/FEDEX/ARAMEX ,Customer satisfaction guaranteed. We may ship the books from Asian regions for inventory purpose. Bookseller Inventory # ABESTTND8013

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 18.07
Convert Currency

Add to Basket

Shipping: US$ 3.92
From India to U.S.A.
Destination, Rates & Speeds

8.

Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Paperback Quantity Available: 5
International Edition
Seller
PRIORITY BOOKS
(springfield, VA, U.S.A.)
Rating
[?]

Book Description Paperback. Book Condition: New. Softcover Book, Condition: New. 1st Edition. [Please Read Carefully Before Buying], This Is An International Edition. Printed In Black and White. 464 Pages, Book Cover And ISBN No May Be Different From US Edition. Restricted Sales Disclaimer Wordings Not For Sales In USA And Canada May Be Printed On The Cover Of The Book. Standard Shipping 7-14 Business Days. Expedited Shiping 4-8 Business Days. ***WE DO NOT ENTERTAIN BULK ORDERS.*** The Books May Be Ship From Overseas For Inventory Purpose. Bookseller Inventory # 329231

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 21.36
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds
International Edition
International Edition

9.

Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Paperback First Edition Quantity Available: 2
International Edition
Seller
ZerichSpace
(antioch, CA, U.S.A.)
Rating
[?]

Book Description Paperback. Book Condition: New. New. Softcover book, 1st Edition. (Read Description Before Buying), This is an international Edition. Black and White Book. ISBN or covers May Be Different From US Edition. Book may have Restricted Sales Disclaimer Wordings printed on cover. Books May Be Shipped From Overseas as per stock status. Bookseller Inventory # 757763

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 21.38
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

10.

Valentine
ISBN 10: 0071736387 ISBN 13: 9780071736381
New Paperback Quantity Available: 1
International Edition
Seller
Nick Book House
(fresno, CA, U.S.A.)
Rating
[?]

Book Description Paperback. Book Condition: New. New Softcover International Edition, Printed in Black and White, Only USPS Media mail Shipping ONLY, Different ISBN, Same Content As US edition, Book Cover may be Different, in English Language. Bookseller Inventory # 15751

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 21.41
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

There are more copies of this book

View all search results for this book