Investments, analysts and perhaps a bit of snark...

Welcome to Great Quarter’s substack.

Bio: a CFA who has heard ''Great quarter guys!'' on many conference calls. (And, I am chagrined to say, said it on a few.)

The Wall Street Journal’s Jason Zweig gave my twitter handle “GreatQuarter” a shout-out: Great Groveling, Guys: Counting All the Ways Analysts Fawn Over Management. Thank you Jason!

What about the U.S. quarter dollar being the @greatquarter avatar? Of course, it is called a “quarter”; that is a start. The back story: years ago, a work colleague/friend and I were working in adjoining offices as high yield analysts, each covering about twenty companies (“credits”). During earnings season, a dozen of each of our companies would issue press releases and hold conference calls in the space of a week. We had to read the releases, participate on the conference calls, update our financial models, and write sage insight for our professional investor clients, who expected high quality. And cover all of our other companies as well. A demanding boss did not make it less brutal. My friend would stumble into my office at the end of the day, lay a quarter on my desk, and mutter “great quarter”.

He is a brilliant MIT grad. Here is his self portrait, when he had more hair:

This substack is not investment advice; your investment results might improve by doing the opposite. But, tell your friends!

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Investments, analytical process, and perhaps a bit of snark.

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CFA who has heard ''Great quarter guys!'' on many conference calls.