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Launch of Track.com, a market for independent Wall Street research

Four days ago, a team of Wall Street veterans launched Track.com, a new marketplace for independent research providers. I met with the management team today. Track.com offers independent research providers a platform to distribute their intellectual property. Buyers pay subscriptions for [...continue reading]

Seeking investing book on identifying most attractive geographies, industries, and companies

For my pending article on venture capital and private equity deal origination, I am seeking a book by an investment expert who has developed a systematic methodology for combing through all industries and geographies globally; and then zooming in on the specific subsectors and then companies that [...continue reading]

The Bias of Wall Street Analysts

HBS professor Mark Bradshaw reports "The prediction was that all [Wall Street sell-side research] analysts would be more optimistic for firms that were issuing debt and equity securities than for firms that were either not engaging in such activity or were reducing their financing needs. An integral [...continue reading]

A marketplace for research

The team from AQ Research (at whose conference I'll be speaking tomorrow in London) has written a blog post about an idea I've chewed on for a while: A Marketplace for Research'. There are a number of gross inefficiencies in the current research business, and inefficiencies are usually the breeding [...continue reading]

Making Investment Research Pay

Following are my rough notes from AQ Research's recent conference on "The Future of Research", on December 5. The speakers on this very strong panel were:  Scott Lessing, Chief Operating Officer, Citigroup Investment Research Shubh Saumya and  Jai Sinha, Partners, Booz Allen David Weild [...continue reading]

Research Pricing

I enjoyed participating in AQ Research's recent conference on "The Future of Research", last December 5. I finally had a chance to edit and post my notes on the panel on Research Pricing. Speakers: Lisa Shalett, Chairman and CEO, Sanford C Bernstein Paul Spillane, CEO, Soleil Securities Chair: [...continue reading]

AQ Research Future of Research Conference, NYC, Dec. 5

I look forward to speaking at AQ Research's conference next week on "The Future of Research", Dec. 5, Grand Hyatt, New York. Full schedule here. AGENDA: THE FUTURE OF RESEARCH MORNING SESSIONS 08.00 Welcome and Introduction: Graham Field, Managing Director, AQ Research 08.15 [...continue reading]

SeekingAlpha.com: How to increase your consulting revenue and your profile

I had lunch recently with David Jackson, CEO of SeekingAlpha, and a former neighbor of mine. I thought that many of our Circle of Experts would benefit from contributing to David's company. Briefly, www.SeekingAlpha.com is the leading blog source of stock market related commentary by money [...continue reading]