Hi Jason,
Thanks a lot for such an enlightening article! A little background about me: education in physics, nuclear engineering, and mechanical engineering; now a full-time technical employee in the steel industry; part-time MBA student with a concentration in finance, and CFA Level III candidate without any investment industry experience.
I have two main questions:
1, I plan to do equity analysis and write reports myself. But I have interests in covering a wide range of business sectors, such as metals, oil/gas, renewable energy, banking, technology, sports, and etc. Should I leverage my education background and work experience to focus on nuclear/steel industry and related industries (e.g., energy & aluminum)? Or, should I simply choose what I am most interested in and perform good equity analysis on them?
2, How do you like the idea of putting equity reports on Seeking Alpha or similar websites to look for comments to improve analysis skills?
Thank you for the time!
-Jim