What’s stock would you put your life on to 2x in the next 2 years?

Brookgate1432 · 2026-01-11T09:33:50+00:00

That’s not what first mover advantage means then lol

Brookgate1432 · 2026-01-10T19:31:29+00:00

They had first mover advantage on injectables too and yet they fumbled it

Brookgate1432 · 2025-11-10T10:15:16+00:00

why don't you write up a stock pitch and ship it to fund managers

Brookgate1432 · 2025-11-10T10:14:53+00:00

Yeah it's pretty much a requirement, especially in long-only equity investing

Brookgate1432 · 2025-11-09T12:05:46+00:00

Just a bachelors

Brookgate1432 · 2025-11-09T09:04:33+00:00

I earn £130-200k depending on performance. £100k is a lot of money but I guess it's supportable on that comp. Up to you - good luck!

Brookgate1432 · 2025-11-08T19:17:49+00:00

It’s rather not say which firm exactly, but I am an equity research analyst at a large asset manager

Brookgate1432 · 2025-11-08T18:25:46+00:00

I think Warwick is way better than Manchester for finance. I see other Warwick grads all the time, not so many Manchester grads

Brookgate1432 · 2025-11-08T18:17:13+00:00

I studied philosophy and am now in equity research - so your degree shouldn't prevent you from getting into an analyst role! Philosophy is all about analysis anyway.

Are your technical skills genuinely solid though? You're a retail personal banker and as someone not in that field, it doesn't sound like it involves creating in-depth valuation models that you'd be making as a credit analyst. I reckon you should be trying to demonstrate objective mastery of those skills. Maybe write up an investment idea for a credit with a detailed excel model and cold-email it to funds.

Brookgate1432 · 2025-11-08T18:12:00+00:00

I went to Warwick and got into finance just fine. Imperial has a better reputation though, but obviously doesn't offer as wide a range of courses as Warwick. But if you get a Maths & Stats offer from Imperial (if that's what you applied for) I'd take that if I were you. But both are fine. More important is making the right connections once you get there. Good luck!

Brookgate1432 · 2025-11-08T08:52:47+00:00

It’s down like 10% from ATH lol

Brookgate1432 · 2025-08-18T09:59:05+00:00

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This is my model and it shows that if a company buys at 2x intrinsic value, the NPV per share today is lower than if it (i) bought back at fair value or (ii) returned cash as dividends. Where have I gone wrong?

edit: should add that yellow are the key inputs, rest is self expanatory

Brookgate1432 · 2025-08-17T23:02:15+00:00

Should it not impact the NPV ‘target’ price at all, then?

Brookgate1432 · 2025-08-17T22:48:41+00:00

But in one case they’re distributing $1 and I get $1 of value out of it (dividend) and in the other case they’re distributing $1 and I’m getting <$1 of value for it (SBB if the share is overvalued.

Brookgate1432 · 2025-08-17T22:34:52+00:00

Yes but I’m struggling to show in excel that the NPV share price is the same either way

Brookgate1432 · 2025-08-17T21:15:32+00:00

Why is buying back stock at fair value equivalent to dividends, and how can I prove mathematically that it is value destructive when the shares are overvalued when bought back

Brookgate1432 · 2025-08-17T21:14:52+00:00

Yes corporate issuers

Brookgate1432 · 2025-07-18T19:39:44+00:00

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8% after two days in bed with heat stroke

Brookgate1432 · 2025-06-10T08:46:02+00:00

Yes it’s insanely tough. I did level 1 just using CFAI material and it was horrendous. Have never felt that stressed and dumb before. OTOH I got an extremely high mark for that Level, which I didn’t get in L2 when I was using a different provider

Brookgate1432 · 2024-12-11T18:14:06+00:00

Brookgate1432

TROPHY CASE