Summary
Trained and bred in the bulge bracket milieu, Sameer Merchant CFA has a very thorough but a nebulous approach to investing. He prefers to build detailed quarterly financial models, reads profusely on the companies under coverage and informs his investing decisions using methodical valuation techniques including Comparables, DCF and Sum of the Parts.
Sameer has almost a decade’s experience in Equity Research, working for bulge bracket names ranging from Goldman Sachs to Barclays. He has covered stocks across a broad range of sectors, including Chemicals, Fintech and Real Estate, with market cap ranging from $50m to >$100bn. Sameer is the CEO and Lead Equity Research Analyst of AlphaStone Equities.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global
Countries:
(generalist)
Sectors:
Financials, Information Technology
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- Sameer Merchant has almost a decade’s experience in Equity Research, working for bulge bracket names ranging from Goldman Sachs to Barclays. He has covered stocks across a broad range of sectors, including Chemicals, Fintech and Real Estate, with market cap ranging from $50m to >$100bn. Sameer is the CEO and Lead Equity Research Analyst of AlphaStone Equities.