11min chapter

The JRo Show cover image

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

The JRo Show

CHAPTER

Effective Communication and Analysis in Investment Meetings

The chapter focuses on strategies for analysts to balance time allocation, prioritize new idea generation, and deliver compelling stock pitches highlighting market undervaluations. It emphasizes concise and informative communication skills, suggesting that detailed presentations may lack investment acumen. The dynamics between analysts and portfolio managers in investment meetings are explored, stressing the importance of succinct presentations and the need to focus on key factors for investment decisions.

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