The Synopsis

Dialogue. Secrets from the Sell-side


Listen Later

On this episode we talk about a recent memo, What You Don't Know About Sell-side Price Targets

We cover several factors that influence a sell-side analysts' recommendations and explain that price targets don't mean what you think they do.

We hope you enjoy! 

For full access to all of our in-depth research reports, become a Speedwell Member here

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) Intro

(1:19) Memo Overview 

(4:51) What Does the Sell-side Do? 

(10:12) Tech Bubble Era Sell-Side Analyst

(15:14) What is a Price Target and Why it Doesn't Make Sense

(20:19) Biggest Unknown Factor that Influences Price Targets 

(26:12) Carrer Risk and Other Recommendation Factors 

(30:25) Why Sell-side likes to Stay in Consensus

(34:44) What could be different about Sell-side research 

(30:09) Closing Thoughts 

(40:20) Concluding Comments

-*-*-*-*-*-*-*-*-*-*-

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. All views expressed on this podcast do not represent the views of the companies podcast contributors may have worked for. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

The SynopsisBy Speedwell Research, LLC

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

22 ratings


More shows like The Synopsis

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,364 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,315 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

188 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

306 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

89 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

346 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

50X by Colossus

50X

79 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

97 Listeners