Equity Research Success Masterclass

✍️ Buy-side Networking Course: www.richardtoad.com/networkin...
🌎 Equity Research Job Board: www.richardtoad.com/jobs
📖 Equity Research Reading List: www.amazon.com/shop/dickthese...
📜 Hedge Fund Deep Dives: richardtoad.substack.com/p/fu...
Connect with me:
🐦 Twitter: / rich_toad
📸 Instagram: / rich_toad
If you want to become a better sell-side equity research professional and maximize your career prospect during and after your equity research stint, this video is for you.
📝 My book notes on 7 Powers by Hamilton Helmer: richardtoad.substack.com/p/bo...
Recommended business strategy analysis frameworks:
📖 Competition Demystified: www.amazon.com/dp/1591841801?...
📖 7 Powers: www.amazon.com/dp/0998116319?...
📖 Farnam Street on How to Read: fs.blog/reading/
My book recs on people skills: www.amazon.com/shop/dickthese...
📖 My 2022 Equity Research Compensation Survey Results: docs.google.com/spreadsheets/...
My buy-side research video playlist: • Equity Investing
Relevant links:
📺A Bad Day in Equity Research: • What Is a Bad Day Like...
📺Equity Research 101: • The TRUTH about Equity...
📺The Definitive Equity Research Offer Decision Guide: • The Definitive Equity ...
0:00 Developing the Right Mindset for Success in the Profession
10:38 How to Build Single-name/Sector Expertise
12:45 Financial Modeling Advice
15:03 Best Practices on Report Writing
18:31 Master Your Team's Workflow
20:23 Relationship Management with Your Senior Analyst
22:00 Relationship Management with Your Immediate Teammates
26:25 Relationship Management with Equity Salespeople
29:06 Relationship Management with Buy-side Clients
31:43 Relationship Management with Other Internal and External Colleagues
35:07 Relationship Management with Company C-suite
36:06 Managing Your Own Career (eg. When to Leave, etc.)
42:05 Exit Opportunities
#equityresearch #careeradvice #equityinvesting
Disclaimer: This description may contain affiliate links.

[@jacobsas2592]

Richard Toad you provide top tier information as always, I appreciate your charity of knowledge.

[@lesliewubbel9157]

Porter's Five forces are so underrated everyone applies SWOT and I hate it

[@capitalwithcolin]

love the content. best video yet. please make a video or content that shows how to build a report

[@edwinkwok70]

Love the book list, really helpful for a generalist. Do you have recommendation for financials, in particular how to analyse banks ?

[@WorldWideSk8boarding]

You should make a whole course!

[@rich_toad]

I should, shouldn't I?!

[@sumanthasaha7207]

Hi Mr. Richard, I am currently learning Valuation using Damodaran's Book 'Investment Valuation '. The McKinsey Valuation book you recommended is kind of advanced for me at this point. Would you still suggest to read that book instead.

[@rich_toad]

Both can get you to where you need so pick one that speaks to you more.

[@sumanthasaha7207]

@@rich_toad Thanks

[@austinkennedy7312]

I know an IQV model when I see one!! Did you cover HC services??

[@rich_toad]

Nah, but it IS an IQV model

[@swarm898]

How would you suggest going about getting an equity research job as a senior with no finance experience

[@rich_toad]

Stay tuned for this Sunday's video

[@dom_osankan]

What are the salaries? Which is better Equity research associates or equity sales? I have an interview for both.

[@dom_osankan]

@@rich_toad Understandable. Who makes more money between the two?

[@rich_toad]

Most money is made at the senior level. If you can't get there, neither. If you can, both.

[@db3917]

Hi, would u consider mentorship? I’m a college student right now that would love a little guidance

[@rich_toad]

Thanks for your interest. You can check out my free content for guidance. Good luck.

[@Ahfuric]

how do you not have more subsribers?

[@rich_toad]

Tells you all you need to know about how many are interested in equity research vs. investment banking ;)

[@Rrgblitz403]

Holyyyy shit a 47 minute video let’s gooo

[@rich_toad]

[@eddierosario1537]

How hard is it to break into ER without going to a target school

[@rich_toad]

Doable

[@eddierosario1537]

@@rich_toadDo you have any courses on learning how to do financial modeling for ER? Or any recommendations?

[@rich_toad]

@@eddierosario1537 The investment banking modeling courses will do. I don't endorse any particular one until I get an affiliate deal ;)

[@eddierosario1537]

@@rich_toad oh okay I didn’t know the investment banking and Equity research can both be used for the same skill set thank you for that information I never knew that. I hope one day you come out with a course that would be awesome.

[@rich_toad]

@@eddierosario1537 Definitely on my agenda

[@hoaduong5032]

Thanks, you are the best, always love your content （づ￣3￣）づ╭❤～

[@Markus-ht5uc]

Promo*SM 😇

[@rich_toad]

:)