http://www.disclosureinsight.com/samples.html Go after it. I really appreciate the straightforward advice. How their model makes money is a great question to bring up.
QuantJock, Wanna just start a hej fund with me? On a completely serious note (even though I am only half kidding about the hej fund): I am probably going to write a business plan/model this weekend for a micro-finance company. Nothing serious, probably won’t even think about bringing to fruition, but just want to put my ideas on the screen and see how unviable they are.
Interview is tomorrow. I agree this firm is probably not parity with a BB, but it is all I have going for me for now. 1. Traditional IB have research and banking activities. A firewall must exist to avoid the appearance of a conflict of interest. DI seems to go a step further and dissociate with any IB to ensure their research truly is independent. 2. I need to find out if they are a B2B or B2C operation. My guess is the latter. Individual retail investors will pay for a 2 page snapshot of a security which is something their discount broker is not providing. 3. Valuation is not stressed as much as risk reward trade off. The specific industry -> sector -> security risks are described along with the upside potential. 4. Another research firm just funded this company with some capital in order to grow on the institutional radar. Am I missing anything?
ha ha Quant! Been a while Ditchdigger…hope things are going well for you
SkipE99 Wrote: ------------------------------------------------------- > ha ha Quant! Been a while Ditchdigger…hope > things are going well for you It’s been a long while! How are you doing? Taking Level 2? I just finished year 1 of the MBA, now looking for summer work and getting ready for year 2 of the MBA.
Could easily be a Zack’s type operation but it also could be a startup. I’d definitely want to see their financials and see how profitable they are.
Good luck tomorrow. My bet is that they will slave drive you until you quit and then keep your work product for sale, all the while chiding you for not being a team player for going home at 9. Best way to call their bluff, ask what sort of stock options they are willing to grant, if they are a true start up. Start ups are only cool if you share in the reward because you damn sure are sharing in the risk. Plus, most likely wont have health benefits.
QuantJock_MBA Wrote: ------------------------------------------------------- > SkipE99 Wrote: > -------------------------------------------------- > ----- > > ha ha Quant! Been a while Ditchdigger…hope > > things are going well for you > > > It’s been a long while! How are you doing? > Taking Level 2? I just finished year 1 of the > MBA, now looking for summer work and getting ready > for year 2 of the MBA. Yeah I am sitting for Level 2 again this year. Putting a lot of time in and hoping to pull a pass out this time. Been busy with a new position in work that caused me to move to Houston so I have had a million things going on in addition to the CFA. sounds like you are doing well.