Description
In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differentiate themselves, the role of research notes, and the value of interactions with clients. The conversation highlights the need for automation to save time and focus on value-added tasks
In this episode of InDaloop, host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry's career journey from an actuary to a prominent figure in equity analysis. Jerry shares...
Published 11/05/24
In this episode of the Indaloop podcast, host Thomas Li welcomes Abdullah Al Rezwan, the author of MBI Deep Dives. They delve into Abdullah's unique approach to selecting companies for his deep dives, emphasizing the importance of building a watch list and understanding business models over rigid...
Published 10/16/24