The Leader in Training Equity Research Analysts

Helping analysts and prospective analysts develop the critical equity research
skills found among top performers

Best Practices Bulletin

Periodically receive best practices that help equity research analysts improve their performance

Who We Are

james-valentine

James J. Valentine, CFA

After a successful career as an analyst and director of training for Morgan Stanley, James J. Valentine, CFA, was compelled to share best practices with analysts around the world, which led to Best Practices for Equity Research Analysts and the founding of AnalystSolutions

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Our frameworks allow for accelerated learning of the best practices from the top analysts

EPICTM
for identifying and monitoring a stock’s critical factors
ASPIRETM
for generating proprietary sources of insight
ICETM
for questioning strategies that lead to insightful answers
ENTERTM
for ensuring research meets a quality threshold
TIERTM
for making more accurate stock recommendations
FaVeSTM
for ensuring stock calls are differentiated
SHARETM
for setting more defendable price targets
ADViCETM
for maximizing the impact of the stock call’s message
PRACTICETM
for influencing others to obtain new insights and get ideas heard
DEEMTM
for maximizing time to achieve professional goals
BREADTM
for becoming a top-ranked sell-side analyst (for Sell-side only)

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Let us know your interests

AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.

Subscriptions:
Assessment and Book Samples:
Workshop Free Previews:
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Evalulate our tools for free

We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
  • CFA Society leader responsible for programming
  • Professor teaching students pursuing careers in equity research

You will receive:

  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

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Try 2 of the 15 GAMMA PI™ Modules for Free

You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions).

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Take Our Free Quiz

You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions):

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