1) Do wakeless Work\na. Your work should be: high quality, seminal, and independent\nb. phrase what you think, now what you think pauperism to hear; HAVE AN imprint\nc. Cover the basics (Porters 5 Forces, economic value string analysis, etc.) and then nark creative\nd. obtain interesting sources of schooling outside of your federation contacts\nf. tattle to the analyst that covers your industrys buyers and suppliers\n\n2) Communication is cardinal!\na. Your good ideas atomic number 18 worthless if you dont communicate them\nb. Youre going to be judged on your ability to disunite a story so use every resource and be creative\nc. If passel dont know who you are, they wont go to thresh about for you at the summers end!\nd. Your initial introduction should be, Hi, my name is Alan Hsu (fill in name) and Im covering the global brewers; whats the better(p) way that I send away help you this summer and how lots would you like to be updated? Â\ne. Find out early who own s your stocks so you can prioritize your communications. eternally have an opinion and perceptive comments when you speak with these folks.\nf. Always exsert a basic comp tag with your coverage list and discover valuation and operating inflection; carry your calendar with you, in any case\ng. Be VERY aphoristic in ALL commuications (email, voicemail, righteousness conversations, etc.) and always be ready to discuss your cash in ones chips 3 ideas; I had a 1-minute limit for my voicemails\nh. Dont be shocked to say you dont know; and await good questions when theyre relevant\n\n3) construct a Clear seek Process\na. You are evaluated on your process, NOT your recommendations\nb. Keep it dim-witted: always review the basics\nc. Dissect how a company gain grounds money and focus on the key drivers\n\n4) demonstrate Independent, Comprehensive, perfect Models. Numbers Matter!\na. Your models are where you document your qualitative thesis so they can be great communicati on tools; make them easy to read and play up key ratios and metrics\nb. Build your own models: dont trust wander side models; consensus is wrong... If you want to get a full essay, ready it on our website:
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