If I had a large fund with several analysts, I would instruct them to do three things: 1. Sit on your ass and read. 2. Write a point-form report when convinced of an idea with unusual merit. 3. For God’s sake, no PowerPoint or verbal presentations.
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Keep me posted. No Powerpoint/verbal presentations works for me. I prefer an Etch-a-sketch/interpretive dance combo for stock pitches.
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