The Equity Analyst
Subscribe
Sign in
Home
Fund Profiles
Investing
Book Reviews
Career
About
Polen Focused Growth
The wide moat long-only growth investor out of Boca Raton, FL
19 hrs ago
•
Richard Toad
1
Share this post
Polen Focused Growth
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Most Popular
View all
The Demise of Tiger Global Management
Aug 27, 2023
•
Richard Toad
9
Share this post
The Demise of Tiger Global Management
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Soroban Capital Partners
Jan 14
•
Richard Toad
13
Share this post
Soroban Capital Partners
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
4
How to Generate Stock Ideas Quickly
Oct 2, 2023
•
Richard Toad
36
Share this post
How to Generate Stock Ideas Quickly
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
1
List of Sell-side Equity Research Firms
Mar 4, 2023
•
Richard Toad
3
Share this post
List of Sell-side Equity Research Firms
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Latest
Top
Discussions
On the tragic death of an IB associate
May 12
•
Richard Toad
7
Share this post
On the tragic death of an IB associate
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
2
How to Break Into Equity Research
Investment fund deep dives | Business analysis
May 5
•
Richard Toad
4
Share this post
How to Break Into Equity Research
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Book Summary - Material World (Part 4)
Part 4: Oil and Lithium
Apr 28
•
Richard Toad
7
Share this post
Book Summary - Material World (Part 4)
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
2
Course Sign-up is LIVE!
Enrollment period: April 21, 2024 - May 5, 2024
Apr 21
•
Richard Toad
1
Share this post
Course Sign-up is LIVE!
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
2
Eminence Capital
The Quality Value Single Manager
Apr 21
•
Richard Toad
5
Share this post
Eminence Capital
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
2024 Sohn Conference Highlights
My on-the-ground reporting
Apr 14
•
Richard Toad
4
Share this post
2024 Sohn Conference Highlights
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Book Summary - Material World (Part 3)
Part 3: Steel and copper
Mar 31
•
Richard Toad
6
Share this post
Book Summary - Material World (Part 3)
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Entrepreneurship Lessons Learned - Equity Investing Edition
Part 2 - Lessons transferable from equity investing
Mar 24
•
Richard Toad
6
Share this post
Entrepreneurship Lessons Learned - Equity Investing Edition
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Entrepreneurship Lessons Learned
Part 1 - Lessons not learned in equity investing
Mar 17
•
Richard Toad
9
Share this post
Entrepreneurship Lessons Learned
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
8
See all
The Equity Analyst
Investment fund deep dives | Business analysis
Subscribe
Recommendations
View all 7
The Tiger's Prey
Liger Cub
Net Interest
Marc Rubinstein
Flyover Stocks
Todd Wenning
Pari Passu
Restructuring__
MBI Deep Dives
MBI Deep Dives
Social Media
Equity Research Job Board
YouTube
Instagram
Twitter
The Equity Analyst
Subscribe
About
Archive
Recommendations
Sitemap
Share this publication
The Equity Analyst
richardtoad.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
