"It is difficult to find valuable industry data in Wall Street equity research. Usually it is only in initiation reports, and those are often dated."
Private equity professional
Los Angeles-based large-cap buyout firm
Private equity professional
Los Angeles-based large-cap buyout firm
"Initiating coverage reports in sell side research are generally great -- [but] they tend to be old and are rarely updated. New reports focus on earnings and rarely update what's changed in the industry"
Private equity professional
NY-based large-cap buyout firm
Private equity professional
NY-based large-cap buyout firm
"Numbers that don't add up is my number one frustration (and is very common). Useless segmentation, lack of detail, and data buried in charts without accompanying tables are also frustrating."
Consultant
Boston Consulting Group
Consultant
Boston Consulting Group
"Data is often inaccurate and not segmented"
Venture Capitalist
Bay Area-based VC firm
Venture Capitalist
Bay Area-based VC firm
"Long-term forecasts with little to no support for the main drivers."
Private equity professional
San Francisco-based mid-market buyout fund
Private equity professional
San Francisco-based mid-market buyout fund
"Sell side analysts have different interests than investors, and that conflict of interests makes me skeptical when reading sell-side research... the research is repetitive, often focused on trying to show the analysts were right (when they were not), and biased toward previous recommendations"
Public equities investor
Boston-based large cap mutual fund
Public equities investor
Boston-based large cap mutual fund
"Industry segmentation that is different from what I am looking for makes reports barely usable. Major industry reports sometimes do not address the products or niche that I am working on."
Consultant
McKinsey & Company
Consultant
McKinsey & Company
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