Morning Again!
Welcome to the seventh edition of the Career Talk newsletter which we’ll be sending out every Friday. Whilst the emails on Monday-Friday will (hopefully!) help students understand business models, these Career Talk newsletters will help students discover career paths.
This week we’re diving into Asset Management. I’ll be chatting to my friend, Sam Thomas (Analyst and Portfolio Manager @ Fidelity International) about;
how he got into his role at Fidelity,
how an equity analyst divides their time between fundamentals vs valuation,
what advice he’d give students in their stock pitches,
what he thinks of Netflix’s recent strategy change, and,
whether you should be spending that much time perfecting your DCFs!
So without further ado…!
