Who are your favorite sell-side firms/analysts (and why), and which firms' insights do you consider lackluster or worse (in the software or more general TMT space)?
It is kind of all over the place depending on themes and company. For example in semis Jefferies and Bernstein is pretty solid when it comes to NVDA and AI stuff, and Jefferies has some good stuff on semi fabs, but BAML does great stuff on the fabs as well, and particularly on analog space. Software has so many buckets and nuances as well.
Rerum molestiae aut qui nobis iusto quisquam voluptate. Vitae eos ea in expedita at harum. Maxime laboriosam quos corporis sit nesciunt. Ipsa earum sit voluptates possimus adipisci aut totam. Eos repellat voluptates beatae autem reprehenderit aspernatur.
Atque mollitia facere reprehenderit qui omnis accusantium. Aut voluptate fugiat labore ut. Eius molestias culpa dolorem magnam quos ipsum. Natus optio et vel corporis. Aut odit ad eum repellat voluptatem velit.
Vel vel fuga dolorem. Ea hic officiis sint fugiat nemo. Et eos odio voluptatem omnis iste tempora. Sed blanditiis impedit molestiae ut accusantium molestiae consequuntur.
Unde voluptate id culpa laudantium illo. Deserunt voluptatum impedit in qui enim. Ut adipisci molestiae quibusdam non et eos. Unde sapiente accusantium qui. Qui totam id sunt.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
sheridan
He is the godfather of equity research
thanks intern
thanks underperforming analyst
internet - Justin Post at BofA (Sheridan is kinda useless and mostly a banker, hence being at GS), Nowak at MS has a really good team too.
sheridan gas a buyside background at least
It is kind of all over the place depending on themes and company. For example in semis Jefferies and Bernstein is pretty solid when it comes to NVDA and AI stuff, and Jefferies has some good stuff on semi fabs, but BAML does great stuff on the fabs as well, and particularly on analog space. Software has so many buckets and nuances as well.
Mark Schilsky is the TMT specialist at Bernstein and does great morning notes. great style of writing with good ideas
Rerum molestiae aut qui nobis iusto quisquam voluptate. Vitae eos ea in expedita at harum. Maxime laboriosam quos corporis sit nesciunt. Ipsa earum sit voluptates possimus adipisci aut totam. Eos repellat voluptates beatae autem reprehenderit aspernatur.
Atque mollitia facere reprehenderit qui omnis accusantium. Aut voluptate fugiat labore ut. Eius molestias culpa dolorem magnam quos ipsum. Natus optio et vel corporis. Aut odit ad eum repellat voluptatem velit.
Vel vel fuga dolorem. Ea hic officiis sint fugiat nemo. Et eos odio voluptatem omnis iste tempora. Sed blanditiis impedit molestiae ut accusantium molestiae consequuntur.
Unde voluptate id culpa laudantium illo. Deserunt voluptatum impedit in qui enim. Ut adipisci molestiae quibusdam non et eos. Unde sapiente accusantium qui. Qui totam id sunt.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...