Former Fund Manager and CEO of StockViews.com
Contributor's Links: StockViews.com StockViews Blog

I was a Manager of European Equities in the City of London for 10 years at Newton Investment Management, which I recently left to join StockViews.com as CEO.  StockViews is a crowdsourced community of web-based equity analysts, which aims to become a 'Virtual' Wall Street ... more

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The Stratification Of Equity Research: Coverage Vs Research
With the closing of multiple investment banks’ equity research departments and headcount reductions throughout the industry, there remains little doubt that the world of equity research is changing rapidly.|
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Intrinsic Value And The Margin Of Safety
Intrinsic value as a concept is not difficult to understand – it merely represents the future cash flows of a company discounted back to a present value.
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The Value Of Dividends
When a company pays a dividend, they are paying you, the owner, with cash that you already own. In theory this transaction shouldn’t create any value.
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EC How To Analyze A Cyclical Company
Analyzing a cyclical company presents a special set of challenges for the equity analyst. The market generally underestimates the role of the cycle resulting in wild swings in cyclical stocks. For the smart, this can create wonderful opportunities.
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Can You Live Without Your Bloomberg?
On our journey to democratize equity research, we occasionally come across skeptics. One common pushback centers around “access to financial data”.
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The Past As A Guide To The Future
Historical analysis of the financials is a crucial part of understanding any company. The problem with most sell side analysts is that they don’t look back far enough – typically viewing two years of history as sufficient.
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