Equity research firms would be much more successful if their business model looked less like a traditional brokerage and more like Barstool Sports.
Let me explain 
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Third, research shops could potentially make a lot more money. With the highest quality research still paywalled, firms could monetize the less actionable (but still high quality) research with a public that is always starved for content.
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Think of a suite of serious Goldman Sachs research podcasts, Substacks, and Youtube channels. Everyone would consume this content, if only to make fun of terrible calls and argue with analysts, thereby sharpening the content automatically.
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There are some independent shops that are already doing this -
@Hedgeye as the biggest example that comes to mind. hundreds of thousands of Twitter followers bw the analysts, and high quality "freemium" research (some free, some paid) that works.Show this thread -
Bottom line - While only a fraction of what equity research firms produce is actionable, the rest is still good content, and I believe this is going to waste behind a high paywall today. Firms should build a following around their lower value content and build a social brand.
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End of conversation
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