About Us

The Firm

2025-Authors-Edition-Cover-1

The only provider in the world with a comprehensive evaluation and training program to accelerate the performance of equity research analysts.

Our unique offerings specialize exclusively in equity research. They are based on extensive inside-the-trenches experiences – from the perspective of both the analyst and manager of analysts. This perspective, combined with years of in-depth research, informs our fresh approach to best practices for conducting equity research.

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)

Founder

James Valentine

Dr. James J. Valentine, DrBA, CFA

James J. Valentine, CFA, DrBA, is a former top-ranked equity research analyst who later served as Morgan Stanley’s Director of Training. For ten consecutive years, the major North American investor polls ranked him among the top analysts in his sector, and in 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts.

Dr. Valentine founded AnalystSolutions and authored Best Practices for Equity Research Analysts (McGraw-Hill, 2011), now in its eighth printing. His influence extends globally: in 2024, the CFA Institute adopted his curriculum for its new Practical Skills Modules, a mandatory requirement for all Level II candidates—approximately 35,000 annually.

He holds a doctorate from DePaul University and has directed the Applied Investment Management program at Marquette University. He currently serves as Executive in Residence at the Hawk Center for Investment Analysis at the University of Wisconsin-Madison. His latest academic research is featured in his co-authored book Inertia: Purposeful Inefficiencies in Financial Markets (Columbia University Press, 2025).

Dr. Valentine’s work has been quoted and recognized by many reputable organizations including:

wall street journal

thomson reuters

institutional investor

cnbc

bloomberg

forbes

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:

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

To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.

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Areas of Interest:

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Take Our Free Quiz

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Coaching for your team

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Presentations

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Download a Chapter

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GAMMA PI™ SAMPLE

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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Schedule a FREE Consultation

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Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential):

You will be contacted shortly to schedule your free consultation.

Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

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Schedule a FREE Consultation

Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

You have Successfully Subscribed!