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.
-
-
Replying to @Tinyvalue
I disagree on the anti PowerPoint regime. Structuring thoughts into a clear executive level presentation helps distill thesis to core points. It also serves as a “document” an analyst can be held to &hold themselves to regarding the key drivers/catalysts & valuation assumptions
1 reply 0 retweets 0 likes -
Replying to @warcapital
I fail to see how a point-form report fails to achieve this, saving time and effort in the process.
1 reply 0 retweets 0 likes -
Replying to @Tinyvalue
I would find it difficult to showcase sensitivities & scenario analysis in a simple point form. Maybe it’s something I can improve on.
1 reply 0 retweets 1 like -
Replying to @warcapital
And maybe you might be most efficient at showcasing through images! I probably have a bias towards the written word. In my mind, PPT is for great for selling and promoting, and unnecessary for identifying, explaining, and managing sound investments.
3 replies 0 retweets 0 likes -
Replying to @Tinyvalue @warcapital
I would encourage you to add "go visit a company" or "pick up the phone and call a customer". I found it gave context and perspective to what I read. And often provided nuggets of insight I never would have gotten otherwise.
1 reply 0 retweets 1 like
Well said. Scuttlebutt should've been a fourth point!
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.