sell side
5 statements across 5 episodes · 1 bullish · 1 bearish · 5 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →
Everything said about sell side, oldest first
Apr 23, 2018 positive
Jan 28, 2019 neutral
Snider: Sell-side structuring prioritizes product volume while investing demands filtering for quality
“My job and when I was on the sell side was create a bunch of widgets, and the more widgets I could create and get out the door, the better. And now my job as an investor is evaluating all those widgets and only picking the best. So I really switched from quant…”
Mar 25, 2019 negative
Dodd-Frank regulations severely constrained sell-side balance sheets and proprietary trading
“Dodd-Frank really neutered the sell side in a very big way. There's just not as many prop tests. They can't hold positions in these things overnight the way they used to, so their balance sheets are under constraint.”
Dec 2, 2021
Sep 15, 2025
Eagle tracks where internal models diverge 5-7 years from consensus
“We have a dashboard internally. And what we do is we pull through all of our companies and we look at the earnings models that we have internally and compare them against analysts sell side. We look where we're out of consensus out five to seven years.”