David Raso永远不会忘记他第一次出现在全美研究团队上。Raso, then with Salomon Smith Barney, debuted at No. 1 in Machinery and was invited to join that year’s other top-ranked analysts for a photo shoot at the base of the World Trade Center — at 11:00 a.m. on September 11, 2001. Had the appointment been arranged for two hours earlier, Raso’s story may have ended there. That was a tumultuous time even before the terrorist attacks that morning. The dot-com collapse had soured many investors on technology stocks, prompting some to turn their attention to the machinery sector. “When we covered stocks back in the ‘90s, during the tech bubble, not many people cared about metal benders,” recalls Raso, currently with ISI Group and celebrating his 11th straight year as the sector’s top analyst. “Now these businesses are relevant and even growth drivers.” Raso, 41, “will go to any length to uncover value,” one client told Institutional Investor in 2004. The previous year, Raso had traveled to Germany to see how well Terex Corp. was integrating its recent purchase, Demag Mobile Cranes. The global construction equipment market was weak at that time, and clients wondered if Terex would survive.
“当我到达设施时，我看到了大量的使用起重机，我学会了收购，”他说。Raso发现，Terex已经在销售设备的过程中。“那天晚上我在红眼上飞了回家，在被证明是循环底部的东西升级了这股股票 - 未来几年的股票上涨了五倍，”他说。
回到名人堂