Dr. James Valentine, CFA @analystsolution
Founder of AnalystSolutions | Author of Best Practices for Equity Research | Former #equityresearch analyst at Morgan Stanley analystsolutions.com/best-practices… New York Joined July 2009-
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In this week's Best Practices Bulletin: Great stock calls need regular review to keep from "rotting on the vine"... analystsolutions.com/regularly-revi…
It may seem like common sense, but it’s actually quite complex…."15 Tips for Presenting Impressive Stock Pitches" analystsolutions.com/?p=22009
"Finally, PCs That Live Up to All the Needs of Equity Research Analysts" analystsolutions.com/?p=21887
"3 Steps to Avoid Making Ethical Mistakes That Could Hinder or End Your Career" lnkd.in/eZ4U7m4 by @analystsolution on @LinkedIn
"Don't Fall Short in Assessing the Market's View" lnkd.in/dFPZ_xQ by @analystsolution on @LinkedIn
Are you a great networker? It's a skill critical for building out-of-consensus insights. Take my self-assessment: analystsolutions.com/?p=21659
Looking for a job as an equity research analyst? Read my latest post: "Getting a Job as an Equity Research Analyst" lnkd.in/eRyHu_h
This week: What's the right blend of substance vs. style? "Ensure Your Research Message Has Substance and Style" analystsolutions.com/?p=21498
The best analysts do this to avoid a failed stock call "Validating Your View Raises the Odds of a Great Stock Call" analystsolutions.com/?p=21451
Ever wonder why an industry contact would want to talk with you? Read "8 Ways to Win Over Information Sources": analystsolutions.com/8-ways-win-inf…
Do you know how to ensure the ideal entry point for stock picking success? I share my philosophies this week: analystsolutions.com/7-philosophies…
"The 5 Things Buy-side Analysts Value Most from Sell-side Analysts" on @LinkedIn linkedin.com/pulse/5-things…
"Use This ADViCE™: 5 Elements for Conveying Stock Calls Successfully" on @LinkedIn linkedin.com/pulse/use-advi…
"Mastering the 3 Stages of Interviewing Management and Information Sources": critical for equity research analysts linkedin.com/pulse/masterin…
This week I share my "16 Tips to Minimize the Most Troubling Disruptions Hurting Your Research Efforts" on @LinkedIn linkedin.com/pulse/16-tips-…
"Don’t Miss a Great Insight Due to Poor Planning" in this week's Best Practices Bulletin linkedin.com/pulse/dont-mis…
Proactively proactively take steps to cultivate unique sources of insight can reap dividends for years to come ow.ly/10y82b
After a brief hiatus to rollout our new website, the Best Practices Bulletin is back ow.ly/10y7Ht
#FridayReads: Best Practices for Equity Research Analysts by @analystsolution Review here: bit.ly/1BgX4j2
The key ingredient for #equityresearch analysts to make great stock calls: bit.ly/BPBv2-2

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