Tuesday, May 5, 2015

Analysts – Your Business Detectives.

The analysts that I have met are by and large the brightest, most intelligent people in the business world.  Few, if any, would know how to run a lemonade stand, let alone a real business, but from an intellectual viewpoint, they provide mostly free insightful and highly relevant material on public companies.  Here are a couple of points to consider when reviewing their reports:

       Everyone wants a Watergate, unless….  Analysts live to find the errors and hidden facts in documents.  This is their prime motivation (along with the astounding compensation they typically receive!).  Reputational fame in their culture rests on being the first to identify the problems that lead to eventual doom and gloom.  They are not looking for good news, in general, unless….
       Their firm is doing the banking!  Again the conflict arises of banking and analysis being under the same roof.  The best analyst reports are from those firms that have absolutely no skin in the game – but this is a condition that can be argued for and against for many of the fringe analysis firms that claim this hallowed ground.  Most have some sort of tangential connection.
       Thus, the source is often more important than the content to determine underlying intentions and potential veracity of the data and conclusions.  Buyer beware! 
       Remember, not just with analysts but in a very general sense, most numbers can be shaped and used to tell a story someone wants to tell.  Just because the analysts says his/her conclusion is sound, you have to remember that they have no motivation to state their conclusions are shaky and unfounded!


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