I’m Jerry Diao, the founder of Richard Toad, serving the equity research profession. I have been featured on Bloomberg. I covered enterprise software in sell-side equity research, then moved on to a generalist research analyst role at a California-based start-up hedge fund. Before equity research, I was an actuary and a quantitative analyst (without winning a national math competition in China though.)
You will receive weekly writings at 12:00pm EST on Sundays about investing/businesses, and career advice on breaking into equity investing.
What do paid subscribers receive?
Paid subscribers get immediate access to all published premium content and paywalled content published during their active subscription year. I plan to continue publishing regional primers for all U.S. regions, while writing deep dives on single investment funds from time to time. I don’t offer monthly subscription, $500/month option is not a typo, it’s a placeholder.
If you are currently in school, get 20% off using your .edu email address.1
New free subscribers receive a FREE PDF of my 2024 sell-side equity research comp survey results and my career guide on how to break into the profession!
Resources for your public equity job search
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Cancellation and refund policy
To cancel, please click on this link. No refund will be issued once subscribed.
If you think you have a valid case for refund, talk to me first. If you dispute payments via your bank, you will be permanently from using any of my services.
Not investment advice. The deep dives are NOT paid by the covered firms.
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Student discounts must be applied at the time of purchase. We do not issue refunds or adjustments for past purchases where the discount was not selected.
