In this episode of InDaloop, host Thomas Li welcomes Jerry Diao, also known as Richard Toad, an experienced equity research analyst and blogger. They dive into the world of sell-side research, discussing Jerry’s career journey from an actuary to a prominent figure in equity analysis. Jerry shares invaluable insights on what it takes to succeed in the sell-side landscape, emphasizing the importance of relationship-building, resilience, and the ability to tell compelling stories. The conversation explores how analysts can differentiate themselves in a crowded market, the significance of understanding market narratives, and how effective communication can lead to greater success. Tune in for a mix of career advice and professional storytelling that can elevate your understanding of the investment research field.