Author James Valentine

James J. Valentine, CFA, is the founder of AnalystSolutions, providing best practices, training and career advancement services for equity research analysts. He’s held a number of roles at four of Wall Street’s largest firms, including most recently Morgan Stanley where he was the Associate Director of North American Research as well as Director of Training for the firm’s global Research department. He was also an established research analyst where, for 10 consecutive years, he was ranked by the major Wall Street institutional investor polls as one of the top analysts within his sector, putting him among the top 2% of analysts during that decade. In 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts that year. He has been recognized for his stock picking, earnings forecasts and client service from the Wall Street Journal, Thomson Reuters, Institutional Investor Magazine, and Greenwich Associates. He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation.

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The Death of Equity Research Hasn’t Been Greatly Exaggerated

07/24/2017
The following is a guest article is from James Valentine, a former II-ranked analyst at Morgan Stanley and author of the book Best Practices for Equity Research Analysts and Principal ...

8 Tips to Win Over Information Sources (Part 1 of 2)

12/09/2015
This post’s title purposely has some resemblance to the title of Dale Carnegie’s famous book, How to Win Friends and Influence People, which has sold 15 million copies since being written ...

Best Practices for Avoiding Common Forecasting Blunders (Part 2 of 2)

11/20/2015
The following is a guest article is from James Valentine, a former II-ranked analyst at Morgan Stanley and author of the book Best Practices for Equity Research Analysts and Principal ...

Best Practices for Avoiding Common Forecasting Blunders (Part 1 of 2)

11/09/2015
The following is a guest article is from James Valentine, a former II-ranked analyst at Morgan Stanley and author of the book Best Practices for Equity Research Analysts and Principal ...