The onset of earnings season can fill both the buy-side and sell-side with a bit of dread, but also with some excitement. As a former sell-side analyst, I recall the season as not only a time to update numerous Excel models and compose earnings notes, but also as an opportunity to learn. It could be a something new about the companies we covered, or an insight that could help us reevaluate our perspective on the industry or across other industries.
