Doug graduated from Colgate College in 2009, Bachelor of Arts. This gentleman is likely around 25 years of age. He has no other job experience outside of Goldman and has no professional summary.
This in contrast to Brian Modoff, Managing Director at Deutche Securities who recommended the exact opposite (that we should sell CIEN and buy INFN) not less than four days prior.
Connections: over 500
Endorsements:
23 Private Equity
20 Venture Capital
14 Management
13 Corporate Development
13 Mergers & Acquisitions
7 Financial Modeling
6 Valuation
6 Investments
4 Emerging Markets
3 Equity Research
Brian graduated from Thunderbird School of Global Management
Master of International Management, Global Finance in 1993 with a 3.8 GPA
Brian also holds a degree from California State University-Fullerton
Bachelor of Arts, Economics, Minor in Business Administration, GPA of 3.8 in 1991.
Brian has a long professional career in the industry and caps his experience off with a professional summary. This gentleman is likely around 47 years old.
Brian’s research note on the CIEN downgrade in favor of an INFN purchase is located here:
Doug graduated from Colgate College in 2009, Bachelor of Arts. This gentleman is likely around 25 years of age. He has no other job experience outside of Goldman and has no professional summary.
As I have said before Kevin, I feel like your work on INFN is terrific and very much appreciated, and this research is just another example.
Thanks again.
Mike
I personally wouldn’t prioritize LinkedIn connections, rec’s, etc. In my experience, individuals enhance their profiles, ask for rec’s or if someone clicked “does Sox Nation know about leadership” I see that and it prompts me to rec folks thereafter. So, only IMHO, wouldn’t look at it.
Experience counts - could be a great debate. On one hand knows the industry, connections, players, using the same valuation model, steady, etc. Recent grad: probably has a great mentor (Goldman has some very smart people), learned new valuation models, isn’t concerned about history or lack of experience, open minded, aggressive, wants to make a name for themselves, etc. Again - great debate and could argue either side. FWIW - been some great inexperienced leaders who have built some incredible companies.
But Kevin provoked a question - who do we believe? Who is better? So I started researching their past performance. As that could be an indicator of what to expect going forward.
I stumbled on this beta test software that has individual analyst performance on every stock. In addition, you can put in company symbol, and in one place you get all analyst action, insider transactions, hedge fund positions and some other stuff.