Calling all Equity Analysts/Portfolio Managers amongst, directly, actually, performers, profession

towardsutopia21

I have seen a fair amount of Equity analysts and Portfolio Managers on this board (I actually opened a thread on profession to check this out). Being an equity analyst myself, it would be a great help to me if I could communicate with you people directly through emails.

I am based in Bangladesh which is a frontier market. In fact it is one of the fastest growing ones in the world and was amongst the top performers in 2008. However, being a developing country we still have a very long way to go and I think I have a lot to learn from analysts all around the world.

Such communication can be mutually beneficial, and if this works out we can make a yahoo group or sth. If anyone is interested please reply below.

This offer is open to just about anybody (not just EA/PM) who wants to gain knowledge through interaction.

Siddimaula

I'm in investor relations but i believe it would be great to learn from others and share knowledge and experience...

i'm in.

ajpheif16

hi, we can talk too.

ramdabom

Okay let me put in few of my huge bunchload of questions.

I being a sell side analyst would look at a particular stock very differently compared to an Investor/Portfolio Manager/Buy Side Analyst.

Q1. What inputs would be most favorable (e.g. valuation matrix, macroeconomic reports) from a sell side analyst?

Q2. Would you guys prefer a top-down or bottom-up approach?

Q3. What kind of discounted valuation do you think is suitable for a commercial bank/financial institution? Or would you prefer a relative valuation technique much more?

these three for now. answer all three or just any one as you like.