Analyst

“The challenge for the analysts was they used to spend, in fact, about 30, 40% of their time just discovering data and playing around with data before they could get to analysis.”

“First of all, we don't have any specialists, even in the traditional analyst pool, which is a classic buy side and the non-traditional, non-traditional journalists basically, and they go wherever.”

“I feel like the analysts might be getting too swept in the narratives where the software is that people will build it internally.”

“In the end, you have to have some price work. You have to find a way of paying a few thousand good analysts to help price the equities, and I don't know how they will work it out. It's over my pay grade, but one day in the distant future, there might be a very…”

“I think if you just let your team tend to be a decentralized organization, they'll naturally chase what's working.”

“So we have launched and we have announced our first three agents, analyst, modeler, and planner.”

“Things that differentiate individuals who are gonna be a perfect analyst forever do include that presentation ability, that executive presence, and frankly, that desire. Managing people is hard. Managing sideways to your executive leadership peers is work. Man…”

“When you transition from analyst to portfolio manager, it's a big and often difficult transition, but one of the most important things that you learn is, as an analyst, your job is to know everything there is about an idea, and when your idea is not playing ou…”

“There are even some you know, MDs like the one off MD that will go in and actually check their analysts work with AI. So they'll create a matrix and like pull out red flags or inconsistencies over something their analysts sent.”

“I'm not sure this is one job, but I'm really excited for automating the role of an analyst, especially back-office analysis, and not necessarily replacing, but sort of the Iron Man suit, you know, for analysts. If you think about the very superficially high-le…”

“Cause every one of these great growth people started as an SEO person or an analyst or a content marketer. And just learned and grew, or an engineer, and just learned and grew very quickly.”

“It's also, I think, in the long run, maybe a pyrrhic victory to sort of obfuscate your data by not putting it into a table, because for one thing, people will get it, and they may be less sympathetic to your position if they had to, Do a lot of extra work to g…”

“So typically they'll know stock picking, but they won't know portfolio construction. They might've not had a lot of experience to trading. They probably wouldn't have managed a lot of people before.”

“So we see a lot of times you'll have a younger PM. And by definition, they'll then wind up almost always hiring really young analysts, and the expectation is this person's going to come in and help me make a lot of money. It's just not realistic. At the stage …”

“The way this problem is solved in most enterprises is that you deploy armies of analysts, and they get tickets and requests, and they write SQL, right?”

“We are not using different analysts for private than public because they've been following these private companies the whole time.”

“We give all of our analysts equity and arc from the beginning.”

“The worst analyst is the one who just gets dug in his position and just says, okay, no, no, no, even though the facts have changed, my view hasn't changed. That's the dangerous analyst. Being able to change your mind is a very valuable thing in this business. …”

“Everybody can be a journalist just taking notes. Most can do good spreadsheets. Most can have an opinion on the quality of businesses, but it's very hard to find analysts or portfolio managers that have the talent to have a opinion on stocks.”

“Only four percent of buyers trust traditional analysts and market research firms the most when they're making decisions.”

“In most instances, traders and analysts do not like each other. Or at the very least exist with like a cold piece because the traders believe that the analysts are eggheads who want to work at a think tank and can't really make money or can't really, if they m…”

“The way to do this is not to try to remove analysts from the equation. The way to do this is to bring engineering processes into their life and, you know, so-called upskill them.”

“Actually, the best I would hope would actually reward analysts who disagree with them. That should be part of the reward system is to disagree and poke holes.”

“And in my kind of seven to eight years in venture, some of our best deals would have never gotten done had an analyst not pounded the table and made the argument on behalf of the entrepreneur.”

“If I look back at all the outbound emails that I sent when I started, and the founders that responded to me, and the way in which they responded to me, the ones that ended up being very successful, they responded honestly, they were transparent with their numb…”

“It's just not realistic to ask analysts who are in there trying to figure out what the competitive forces are or what pricing power is to deal with this as well in an hour.”

“Company management is biased. The analyst who has a buy rating on the stock is biased if for no other reason than confirmation bias, right? And portfolio managers who own the stock are biased, and so yes, a short seller is biased too, but everyone is.”

“Once you have a vision, and once you have the product market fit, you need to, you will only get what out of your business what you expect of it. So if you expect only to ever talk to analysts at these firms, guess what? That's all you'll talk to. But if you d…”

“There's no way you can quantify product quality very well. So people who are looking at things from a quantitative standpoint underestimate it every single time.”

“They're talking to analysts because one thing you will learn when dealing with analysts is the most useful and important stuff you can get out of an analyst comes over the phone or in person, never on paper.”

“Now, an analyst might not help you figure out what the right thing is or what the right category name is, but they'll definitely tell you what the wrong things are.”

“And if your criteria that you are helping set agrees 90% with the criteria they get from the analyst, it's a lot more valuable and we listen to a lot better.”

“Or we lost this deal because the client said they talked to an analyst and they said to go a different direction, which half the time isn't actually accurate. I've talked to analysts after some of those calls and that wasn't what was stated. They're just looki…”

“You can use the vendor briefing program where you can submit a request to speak to an analyst. The one thing to know is that under those types of engagements, it's a, it's an hour, be prepared. It's an introduction and it's also sharing information with the an…”

“The one downside I'd say to only using the briefing is you can't ask what I think is the most important question to ask an analyst, which is let's just say I'm a client and I'm asking you if I should buy my, your product or my competitor's product or What you …”

“In order to get the portfolio manager to actually scale the position, there has to be a transfer of ownership from the analyst to the portfolio manager, and the problem that you have is that there's a lot of subconscious emotions going on in the portfolio mana…”

“In order to have an optimally functioning relationship between the analyst and the portfolio manager, each of them have to do 90% of the work and take 48% of the credit.”

“On the public side, when someone's new, it's a bit of a struggle because often that person hasn't been a trigger puller. So you're trying to make a bet on whether they can transition from being an analyst to being a portfolio manager. And often I think the ind…”

“I think you've got to be well more than a billion dollar market cap to be, and the reason is because you've got to be above a billion dollar market cap, otherwise analysts won't cover you and get sort of a dead zone.”

“There are analysts and economists who cling to positions that they know are wrong. They know in their head are wrong, but because of their career liability, their professional reputation, they don't want to change their mind out of fear of looking like a flip-…”