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Features of a Stock Research Platform and Analyst Productivity
Exploring FinChat.io as a powerful stock research platform for fundamental investors, featuring institutional data, alternative metrics, and efficient charting tools. The chapter also delves into analyst productivity and challenges in generating stock ideas over a five-year timeframe.
Diamond Hill is a philosophically pure intrinsic value investing firm
Living in Columbus, The Austin of Ohio
What makes a great equity analyst vs an average analyst
How to determine investing team size (using math)
Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes
Generalist vs specialist analyst team structure
How Diamond Hill is slowly, at the margin, transitioning from a strict sector specialist team structure to a more hybrid model
What is expected of an analyst when it comes to pitching a new idea and maintaining coverage
New idea production vs maintenance coverage
How the best analysts get the most stocks into the port, which leads to the largest coverage list, which leads to the least time to find new ideas
What types of deliverables analysts should provide and why a shorter writeup is superior to a longer writeup
Table stakes skills of accounting, numerical literacy, and mathematical common sense
Interviewing candidates, identifying talent, and bring hyper aware of the barriers to exit when hiring people
The hurdle he uses for hiring talent
The two types of people that produce great work, but why one type may not be the right cultural fit
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Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
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All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
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FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 25% off any premium plan: http://finchat.io/jro
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