Hey Jason,
First off, I would like you say thank you for this wonderful post on equity research. More specifically, I have been personally wondering the best way to break into the industry myself. Furthermore, I have taken your advice and after reading "The Intelligent investor" I purchased your recommended book list in the comments. I am currently half through Graham & Dodd's "Security Analysis" Brigham's "Financial Management" and Clyde's "Financial reporting books, which should give me a good foundation. Also, my next step would be to order WallStreet Oasis "financial modeling courses" to cover valuations and the necessary modeling skills. Furthermore, I reach out to local equity researchers at Raymond James for a template report and companies covered by their teams. Interesting enough, I just signed up with Dream Weaver to create my own website and plan on sitting for the CFA level 1 in December. Also, I plan on sending these reports to the new researchers I have contacted until I have secured a position in equity reseach. I was wondering if you mind answering a few questions for me?
Background info:
- Senior in College about to graduate for a non-targeted school in Finance with honors.
Questions:
1. What do you think about my approach to breaking into equity research?
2. What do you recommend putting on my website? I was thinking the companies profiles, different leading indicators I make excel files for "Real GDP,ISM,Non-manufacturing report on business, building permits, University of Michigan Consumer Sentiment Index." Plus, some confirmation indicators such as Durable goods, ESR, Industrial Production and Jobless Claims. Also, I read a lot of books, so I was thinking of doing book reviews on there also.
Thank you so much for your time and personal knowledge,
Adam Al-Khouri