This course will provide a framework for understanding the fundamentals of equity research from buy-side and sell-side perspectives. It will focus on analyzing stocks and writing institutional research reports like a Wall Street equity analyst. The first half of the course will introduce the basic structure of conducting investment research and analysis. This will include an overview of financial statement analysis; valuation methodologies; and investment fundamentals, including behavioral, technical, growth, and value styles. The second half will focus on case studies and analyses of several current investment opportunities. In addition to lectures, facilitated discussions, and case studies, students will present their own investment ideas in class.

 
Continuing Education Units (CEU) : 2

You'll walk away with

• A framework for understanding the fundamentals of equity research from buy-side and sell-side perspectives
• The ability to write institutional research reports like a Wall Street equity analyst

Ideal for

• Those with little to no knowledge of equity research
• Students interested in a career in equity research