Neil Shah features on Investing Matters podcast

Here is an analytical and insightful Investing Matters interview with former Goldman Sachs’ Analyst, globally known and respected Neil Shah, the Executive Director of Content and Strategy at Edison Group. Edison is an investment research and advisory company, with global offices in London, New York, Frankfurt, Tel Aviv and ten further partner offices.

Neil grew up in Kenya, graduated from the London School of Economics with a Bachelor of Science Degree in Economics. Neil started his career at Price Waterhouse in 1994 in the banking, capital markets and treasury tax team. In 1997 he joined the pan-European research team at Goldman Sachs, covering construction and building materials. He left Goldman Sachs in 2003 to set up Tusker Capital, a long/short hedge fund.

Neil joined Edison Research in January 2005 after being meeting and being interviewed by Edison’s founder Fraser Thorne. Fraser and Neil have grown Edison Group into a global value proposition over the past two decades. Edison’s content and research are now view and consumed globally as in 2023 their content was read in 200 countries.

This fascinating insight to the world of Equity Research, Capital Markets, Investor Relations, Content and Strategy with Neil Shah, the Executive Director of Content and Strategy at Edison Group includes: -An overview of Edison Group its solutions, Edison Research, its differentiated services including investor relations and strategic consulting services

• The importance of good mentors
• Being entrepreneurial
• Self-selection bias
• Quality Model Portfolio / illuminator portfolio
• Outperformance of companies
• Eureka moment
• Companies mentioned includes Rolls Royce, Rightmove, Serica Energy, GlobalData, 4Imprint, Team17, Relx,
• Power of compounding –
• The Investment Research Review & Rachel Kent recommendations
• Research platforms opportunity to move forward
• UK stocks potential catalyst
• Importance of & Access to research
• Valuations / Takeover premiums
• Research is the golden thread
• Risk Vs Reward of AI race
• Outlook for the Magnificent 7
• Growth rate & impact of AI
• Empower the retail audience & their participation into markets
• Provision of the right investment and research tools/ solutions

You can also listen to the full episode on Spotify or Apple iTunes.