Perspective from the Spending Guru

Ockham Research Staff @ January 30, 2009 # No Comment Yet


In this post we are piggy-backing off of an interesting article from TechCrunch.com which got us thinking about an emerging world of data collection and research in the web 2.0 existence. Mint.com is the subject of the article as they are able to collect and organize a massive amount of data to yield some meaningful research.

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When All News is Bad News…

Ockham Research Staff @ December 9, 2008 # 2 Comments


While its the season for Red and Green colors, we really have to question their proximity when it comes to the markets and stock price movements these days. It seems that perhaps we are all just so tired of the bad (red) news, that we can not help but push stocks into the good (green) category.

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And Deliver Us from Estimates, Amen…

Ockham Research Staff @ November 23, 2008 # 3 Comments


Once again, the Institutional Investor magazine rankings of Wall Street research firms demonstrates the need for a complete system overhaul. The ratings on stocks, which is perpetually stuck in last place by importance, is a massive boat anchor wrapped around each professional analyst. Not only were “Buy/Hold/Sell” ratings at the root of the last collapse of Wall Street research, but it looks as though they could be there again. For quality research professionals, its time to start listening to the annual survey, and cease the ratings game.

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Proprietary Trading and Research Divorced?

Ockham Research Staff @ November 17, 2008 # One Comment


FINRA is putting another nail in the coffin of prorprietary research departments at the big investment banking firms. Basically, no longer will advanced access to research be allowed. And since the proprietary trading desks (which trade the brokerage firms own money) could make lots of coin on that advanced access, there is a possibility that more firms will cut their research budgets and analysts staff.

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Analysts and Research Still Evolving

Ockham Research Staff @ November 14, 2008 # No Comment Yet


The Wall Street research analysts are still declining, both in number and in coverage, and there is no reason to believe that they will be saved. The term “bailout” isn’t used when referring to these analysts, and it appears to us that this is due to the changing requirements for research. Goldman Sachs just let 13 more analysts go, and from what we can see, it appears this trend will continue until anaysts can reconcile the “why” with the “when”.

More on this topic (What's this?) Read more on Goldman Sachs Group, Investment Banks at Wikinvest

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FlyTape: Wall Street Tries to Catch The Fly on the Wall

Ockham Research Staff @ October 28, 2008 # One Comment


Wall Street research departments at the largest firms are still struggling with two very big issues: pricing and format. Companies like TheFlyOnTheWall.com and others are far to fast and nimble for the big firms to keep up, and its causing all sorts of problems (and lawsuits). In the end, Wall Street research is going to need an overhaul, which might include a complete structural overhaul to accomodate lower costs while increasing utility and speed. At least, that is what Ockham’s Razor would dictate.

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Blogging For Apples… Wall Street Drowns, Bloggers Victorious

Ockham Research Staff @ October 22, 2008 # 2 Comments


This post references a great article by Fortune magazine that demonstrates how Wall Street analysts come up short against many unpaid blogger analysts in predicting Apple’s earnings yesterday. Also, it is a proven fact that many Wall Street analysts have a history of changing ratings ex post in order to make them look better. Perhaps it is time to change the way we look at equity research, and not get too caught up in Wall Street analysts because often times they are flat wrong.

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Ockham’s Scatter Plots: Find Ideas Fast

Ockham Research Staff @ September 21, 2008 # No Comment Yet


Utilizing scatter plot diagrams is one of Ockham’s favorite tools to find good investment ideas. With the marketplace in such constant flux, reviewing companies based on their performance and ratings provides our clients with direct insights in an intuitive interface.

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Research, Ratings, and The Death of Grammarians

Ockham Research Staff @ September 12, 2008 # One Comment


Research ratings such as Buy, Hold, and Sell have always been misunderstood as verbs. While the investment community has evolved to a clear understanding of these terms, recent developments and regulations have again made it very hard to decipher just what a rating means. At Ockham Research, we want our clients to understand how the industry got to this messy state, and how just comparing adjectives to verbs can truly help them slice through to the truth.

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Ockham’s Razor: A New Approach to Investment Analysis

Ockham Research Staff @ September 5, 2008 # No Comment Yet


When choosing between two competing theories (or more), Ockham’s Razor is a useful principle to cut through to the best theory. Financial analysis and equity research has never subscribed to Ockham’s Razor, as the level of complexity in analysis of companies and stocks has been rewarded the more convoluted it has become. Ockham Research is dedicated to cutting through the extraneous and unnecessary to bring our clients direct, efficient, and effective equity research.

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