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As a buy-sider reading a ton of it everyday, I wholeheartedly agree
"Less is more" mentality. I'm subscribed to 15 sell-side shops, 5 analysts at each given my coverage. So, please put your main thoughts up front (and tell me your rating since it changes your bias). There are very few reports that I actually have time to open (instead of just read the email bullets). Those reports are very forward looking and have unique ideas (example: could this company buy this company? What would that look like?). Finally, for earnings I like the email format to be top positives and negatives in bullets. I already have my opinion of the quarter but top pos/neg might quickly give me new ideas (then put the other garbage in the actual note so you can talk about it).
What would make it better? What common threads exist in the 10%?
Who are the non-garbage analysts / firms?