The Cornell MBA "week on wall street" came to an end yesterday. I couldnt help but think it should be called the "weak" on wall street.
Among the highlights were meetings with analysts from The Capital Group, Jim Cramer, S & P and Mavrick Capital.
Gunnar Overstrom – MD, PM at Mavrick mentioned that he looks at three things while picking stocks. The secular trend, the cyclical trend and particular bottom up trends (the last being things like management, accounting standards. fraud, etc.)
Deeper evaluation is done on the basis of fundamentals, (market) expectations, valuations (which he considered the least important) and management.
I like this way of breaking things down.
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