Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
May 8, 2022 • 29 tweets • 5 min read
So I’ve seen this tweet & thread going around, and debated whether or not to weigh in on this (as I am of course biased).
But I think it’s worth a discussion, as the nature & purpose of the sell-side job is frequently misunderstood, by retail investors and (it seems) CEOs alike
(For many of you here on fintwit the following will be obvious and basic, for which I apologize)
May 7, 2022 • 4 tweets • 2 min read
Dinner
Mar 19, 2022 • 48 tweets • 8 min read
So some of you know what this is and why it is special. But many do not, and have asked. For those of you who are not familiar with it, or the history of how it came into being, it’s worth the tale.
I have been getting numerous requests for a “tips for associates” thread. Maybe it’s time.
#talesfromthesellside
I have hesitated for a while on this one, as it turns out to be a little challenging to write for a few reasons.
Jul 2, 2020 • 49 tweets • 5 min read
Well, since I’m apparently brain-dead from a content-writing perspective at the moment, how about a short story? 1/x
A little while back I talked about way a typical earnings night was like 2/x
Might be a bit stream-of-consciousness, but I thought a "How to Succeed on the Sell Side" thread might be of interest. I'll leave it pinned, and add to it as warranted.
Please feel free to comment or disagree. This is stuff that has worked for me, YMMV.
In no particular order:
This is first and foremost a client service job. Everything you do should tie back to this.
Jun 3, 2020 • 24 tweets • 4 min read
Typical earnings night. Most of my companies report after the close and it is usually a late night.
Release comes out, say, 4pm. Call might be at 5pm or so.
Release out. I quickly tie out with my treat (say, 5-10min). They go to gay the groundwork for the note and start updating model for the quarter.
Apr 4, 2020 • 19 tweets • 2 min read
This. The importance of titles is (in my opinion) under-appreciated on the sell side. I spend significant time coming up with a good lead as it’s the best hook, given my clients get a thousand emails a day from the sell side and have limited attention bandwidth t.co/gRs1MZmnLL
On earnings evenings I send the team home when the note is done, but I may be there another hour (late at night) doing nothing but trying to think up a good title
