We are often asked to help teams in some way refine their communications, especially so that they can get better idea flow between the analysts and the portfolio manager.
So Pip stepped back to see if he could better define each role required in investing. You could probably break this down further, or differently, but here are the four jobs of stock picking.
- Business Analysis
- Security Analysis
- Market Psychology
- Portfolio Analysis
So who does what? We’ll walk you through, in hopes that communicating around these four “jobs” might help analysts and PMs get clearer on how to work more powerfully together. I hope you enjoy it.
Coburn Ventures Podcast