Rohit Joshi’s Post

Interested in giving feedback for a fundamental investing program? I'm a sell-side equity research analyst (former) and I wanted to reach out to people who are interested in learning investing for feedback on an investing program. It's designed for individual investors who want to use a fundamental investment process to pick stocks for their portfolios. The targeted topics are financial statements, valuation, fundamental analysis, decision-making, and risk management. If its something you're interested in giving feedback, feel free to comment and I'll dm you to email / set up a call. It's a paid program but this is for feedback only.

What is Equity Research? Equity research is the process of analysing stocks and the companies that issue them. It's done by professionals called equity research analysts, who work for investment firms or banks. equity research involves: • Company analysis: Equity researchers delve deep into a company's financials, business model, competitive landscape, and future prospects. • Valuation: They estimate the intrinsic value of a company's stock, which is essentially what the stock is actually worth based on its fundamentals, not just its current market price. • Reporting: Analysts publish research reports that summarize their findings, including ratings (buy, hold, sell) and price targets. These reports are used by investors to make informed decisions about buying or selling stocks. There are two main types of equity research analysts: • Buy-side analysts: These analysts work for investment firms like mutual funds or hedge funds. Their research helps the fund managers decide which stocks to include in their client portfolios. • Sell-side analysts: These analysts work for brokerage firms or investment banks. Their research is used to generate sales leads for the firm's stockbrokers. Overall, equity research is a critical part of the investment process. It helps to ensure that investors have the information they need to make sound investment decisions. #equity #research #researchanalyst #researchreport #equityresearch #finance #financialmodel #stockmarket

Confuse 🤔 in Buy Side Analyst 🆚 Sell Side Analyst 🆚 Independent Analyst In the world of finance, each type of analyst plays a unique role in shaping investment strategies💹 and market movements. Here's a quick breakdown: 📊Buy-Side Analyst- Works directly for asset management firms, hedge funds, or pension funds. Their primary goal to generate investment ideas that help their firm invest wisely and profitably. The focus is on long-term growth and aligning strategies with client portfolios. It is not for public. BUY SIDE REPORTS ➡️ CONFIDENTIAL& INHOUSE 📈Sell-Side Analyst-Works for brokerages or investment banks, providing research reports and recommendations to help clients (usually institutional investors) make informed decisions. Their analysis is often public, focusing on driving transactions and providing insights to the broader market. SELL SIDE REPORTS ARE PUBLICLY AVAILABLE 📢 🔍 Independent Analyst (Research Originator )- Provides unbiased research, unaligned with either the buy or sell side. They’re typically more objective, offering investors unique perspectives without the pressure of institutional allegiances. (when you open firm and research for someone). THEY MOSTLY WORK FOR SUBSCRIPTION BASED ADVISORY. Which role do you find most interesting? #Finance #ResearchAnaylst #Analyst #BuySide #SellSide #IndependentAnalysit #Nism

Who are Equity Research Analyst? An Equity Research Analyst is a financial professional who specializes in analyzing publicly traded companies and their stocks to provide insights and recommendations for investors. These analysts work for investment banks, brokerage firms, asset management companies, hedge funds, or independent research firms. Their primary role is to assess a company's financial health, business prospects, and the valuation of its stock to help clients make informed investment decisions. Thank You !! Like and Follow for more such content 😉 #MBA #Finance #PGDM #EquityResearch #MET #METPGDM #FinanceContent #FinancialLiteracy #FinanceKnowledge #StockMarket #MarketAnaylsis #StockAnalysis

🔎🔎👌"Buy Side, Sell Side, and Independent Research Analysts: Understanding the Differences": Buy Side, Sell Side, and Independent Research Analysts In the world of finance, research analysts play a critical role in helping investors make informed decisions. But have you ever wondered what distinguishes buy side, sell side, and independent research analysts? In this post, we'll delve into the differences between these three types of research analysts, including: - Buy side analysts: Who they work for, what they do, and how they impact investment decisions - Sell side analysts: Their role in investment banking, brokerage firms, and market research - Independent research analysts: The benefits and challenges of working independently, and how they provide unbiased research Whether you're an investor, a finance professional, or simply interested in the world of equity research, this post is for you! #ResearchAnalysts #BuySide #SellSide #IndependentResearch #EquityResearch #Finance #Investing" Thankyou

Basic categories of Research Analysts 1. Sell-side Analysts- Basically sell side doesn’t means sell share, it is analyst report which is available for general public at free of cost. In Brief, this report is prepared by researchers who worked in brokerage firms and give indication of buy and sell. In overall, with the help of this report many individuals buy & cut their trade during this all process firm charges brokerage fees and earn their profit. 2. Buy-Side Analysts- Buy side report also doesn’t involve only purchasing share, this report is prepared by researcher for internal consumption like report crafted by researcher on the behalf of fund manager of mutual fund, pension fund etcetera take buy and sell decision on the basis of this report and this is available only for the top level of management not available publicly. 3. Independent Research Analysts- These analysts cater to a variety of clients, including investors, institutions, investment bankers, regulators, stock exchanges, fund managers etcetera, they prepared report at specific request from all of the above and charge particular amount from their client. Like, take any monthly or yearly subscription plan from firm and receive buy or sell call. #equityresearch #researchanalyst #reports #equity #investments #firm #investors #buyside #sellside

It's been 3 months since I started as a Research Analyst at Strategic Equity Management Limited, and what an enlightening experience it has been! Not only have I delved into market research, but I've also had the privilege of exploring the investment banking sector. From dynamic projects to crafting feasibility reports, financial models, equity notes, and project decks, the journey has been incredibly enriching. There's still so much more to learn, and I’m excited for what lies ahead! #ResearchAnalyst #CapitalMarket #EquityResearch #InvestmentBanking

7 Secret Question For Equity Research Analyst You must ask these questions as a equity research analyst "Ever Wonder How Equity Research Analysts Uncover Investment Opportunities That Others Miss? 🤔 It Starts with Asking the Right Questions! Learn the 7 Power Questions They Ask Management to Uncover Valuable Insights and Drive Investment Success 📈" #EquityResearch #Finance #Investment #Linkedin

Fundamental Equity Analysis

#Term #of #the #Day #Buy-#Side #Analyst An analyst who works for an institution that buys and holds securities, such as mutual funds or hedge funds. #Key #Takeaways: i. Conducts fundamental and technical analysis on stocks, bonds, and other securities ii. Provides buy, sell, or hold recommendations to portfolio managers iii. Works closely with portfolio managers to understand investment objectives and constraints iv. Stays up-to-date on market trends, news, and industry developments v. May specialize in specific industries or sectors Let's Discuss! What skills do you think are essential for a buy-side analyst to succeed? Share your thoughts! #BuySideAnalyst #InvestmentAnalysis #PortfolioManagement #FinancialMarkets #InvestmentResearch #SecurityAnalysis #FundamentalAnalysis #TechnicalAnalysis #InvestmentDecisions #FinancialInsights #MarketIntelligence #InvestmentFirms #HedgeFunds #PensionFunds #AssetManagement #InvestmentManagement #NGX #Compoundingquality #Compoundingresources #NSE #Bloomberg #Nairametrics #Fund #Treasuryanalyst