Rio Montella
824 posts
If you ever wonder why the vast majority of sell-side reports are “Buy,” it is not because most stocks are attractive. It is because of incentives. Sell-side analysts operate within a system built on relationships. Access to company management matters. Relationships with buy-side clients matter even more. Analysts are ranked and rewarded based on votes from institutional investors, many of whom already own the stocks being covered. That creates a natural bias toward maintaining constructive views. The result is predictable. Negative calls are rare. Downgrades come late. Language gets softened. That does not make the research useless. It just means you need to read it correctly. Treat every report as a starting point, not a conclusion. Focus on the data, not the recommendation. Track the analyst over time. Who identified inflection points early. Who consistently lagged reality. Who changes their view only after the price moves. In practice, you are not just analyzing the company. You are also analyzing the analyst. That extra layer of skepticism is not optional. It is part of the process.
JUST IN: 🇮🇷🇺🇸 Iran says it did not hold any direct negotiations with US.
unpopular opinion tentang PNS/PPPK :
Menteri Keuangan Purbaya Yudhi Sadewa akan mengikuti keputusan Presiden Prabowo Subianto, termasuk soal perubahan aturan ambang batas defisit APBN di atas 3% terhadap produk domestik bruto (PDB). Saat ini, aturan maksimal defisit fiskal 3% terhadap PDB… instagram.com/p/DV0UlLIFAQl/…
Kalau semua perwakilan DPR kayak @Stockbit , udah jadi Negara Demokrasi paling maju nih Indonesia. i mean, look at SB. Apapun kebutuhan dan keluh kesah warga SB, langsung gercep udah ada fiturnya. SB juga rutin mefasilitasi warganya dengan Forum stream yang isinya selalu ramai😂
"Mom, how did we get so rich?" "Your father charged a 2% fee to manage billions of dollars" "But did his investors actually make money?" "Who the fuck cares?"
Jevons Paradox: kalau suatu resource jadi lebih efisien, total pemakaiannya malah bakal naik. Sepanjang sejarah teknologi polanya selalu gitu. 👉🏻 Bandwidth makin murah → data makin bejibun. 👉🏻 Listrik makin efisien → total konsumsi listrik malah naik. 👉🏻 Transport makin murah & cepat → supply chain makin kompleks, mobil makin banyak, dan makin banyak orang kirim barang ke seluruh dunia. 👉🏻 Compute makin murah → software makin banyak. Jadi kalau biaya bikin software turun, bukan berarti industrinya mengecil. Justru ruang masalah yang bisa disolve bakal makin meledak.
2 februari bilang mereka udah beli saham2 diskon yang di ihsg tapi per 4 maret gada tuh nongol danantara kepemilikan diatas 1% kecuali saham negara yang dialihin dulu Entah siapa yang harus di percaya di negeri ini dah
