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SPOTLIGHT: Equity Research Rendezvous Rules and FAQsThe goal of Wall Street Oasis' Equity Research Rendezvous is to give our users the best possible snapshot of life in equity research, from internships and recruiting to compensation and career progression. Working towards that goal, we've created a Frequently Asked Questions page for Wall Street in ...
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Attached - Equity Research Template ExamplesHi WSO, A lot of people have asked me for equity/industry analyst report templates. In response I have attached a few BB/MM examples from JPM, GS, BMO, MS, BAML,RBC, Nomura. Enjoy!https://mm.jpmorgan.com/EmailPubServlet?h=-otaf686...http://www.mauldineconomics.com/images/uploads/ove... http://www....
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CFA Materials: Schweser vs BloombergHello all, This week I registered for CFA Level 1. I registered for the June 2016 exam. I am wondering if anyone has used the Bloomberg study materials for the CFA. I know Schweser is the go to for most people but it looks like Bloomberg's product is pretty strong. You can get either program for aro...
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How to model ex-dividend stock for DCF???As of today, if a stock will begin trading ex-dividend after a cash dividend payment of $0.50 per share was paid yesterday, do I take away cash from my DCF? I don't want to overstate the amount of cash since that makes my stock price higher for my DCF. Any ideas? ...
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Doing a stock pitchDoes anyone have any insights on how to do a stock pitch effectively. I would be required to build out a DCF model but not sure if i even need to build an operating model as I assume it would be a model that is just quick and dry. Also, how on earth does someone just pick a random stock to pitch? In...
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Switching from IB to ERI'm a first-year IB analyst at a top BB (GS/MS/JPM) and have been here for only a few months. I am thinking about trying to make the switch to ER after a few more months, mainly because I just hate the banking hours and all of the bitchwork so far and I know that I want to work as an equity analyst ...
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ER internship HelpHey guys I am Junior at a non-target school close to NYC. The previous semester I chose to switch my major to finance. I have a 3.00 GPA and no prior internship experience. In doing research on various career options I came across ER. I enjoy learning what goes on and moves different markets and ...
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Actuary switch into financial analysis?Hi, I'm brand new to WallStreetOasis and newly considering a career switch into finance. If I have posted this in the wrong spot, or if it's inappropriate to post a solicitation for career advice here, I apologize - please let me know. I would very much appreciate any comments or insight about any...
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Equity Research Training CoursesCould anybody here kindly recommend some quality training courses in equity research to me? Thanks a lot! ...
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Investor Jim Chanos: almost always rightWe argue in "Stories in Credit Analysis" that it is prudent to be wary of themes that the great short seller Jim Chanos is short on. However, he might not be right on the China Real Estate call.http://crediteye.wordpress.com/2010/12/14/investor... Link to whole bookhttp://crediteye.wordpress.com/20...
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3 statement financial model templateDear all, I got past my second round interview for equity research associate position, and they have sent me an assignment to do. I was wondering if anyone had a dynamic 3 statement financial model that they would be so kind as to let me see. I want to make sure that I am doing everything right, an...
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Energy to Macro strategyHi everyone, I am a 2nd year ER analyst, just finished my 1st year at a MM ER out of undergrad and was looking for some advice. I am currently in the energy team at my firm covering around 15-20 stocks. After my 1st year, I am getting some real bad vibes about my career. I have realized that I am no...
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Equity Research Associate Salaries - TorontoHey everyone, I am a summer intern at one of the Canadian big 5 (TD, RBC etc) in the equity research department. I'm looking to return after my internship, when I have completed business undergrad. Can someone please provide me with an all-in compensation number I can expect? I will have a B.Comm an...
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equity trading research company in indiawhat is equity trading research and how can we do it? ...
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Cold emailing alumni during earnings season: terrible idea?Hi everyone, I'm about to enter my senior year and am trying to secure an off-cycle equity research internship since I missed the boat for summer internships. Nearly impossible, I know, but I plan to at least try. I have the benefit of going to school in the city. Would it be a terrible idea to re...
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Biotech Company ModelHi all, Does anyone have a model for a biotech company that they would like to share? I just started covering the industry at a boutique bank as an intern and I was asked to build a comprehensive model in a short amount of time. I would appreciate it if anyone has a model that I can refer to! Thank...
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UT Austin Economics Equity Research ProspectsHello, WSO noob here and this is my first post so please forgive me if I'm breaking any website etiquette in any manner :). My question is regarding breaking into ER specifically from UT Austin. Unfortunately I did not gain admission into the McCombs School of Business so I'll be starting off as an ...
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Someone got paid to write this?"The Corporation's strategy has been to focus on several core competencies within the aerospace industry." "The Corporation is now seeking to leverage these core competencies by achieving growth in applications where these abilities are critical in meeting customer needs." IS THAT SO? ...
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What would the upsides of this company be?Imagine a company with only one line of business that generates revenues and profits and that one line of business is going to expire 3 years from now so they won't have revenues afterwards. In addition, revenues are shrinking due to more competition each year. Assume the company is not going to pu...
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Packers in addition to Movers Organizations Well suited for Hassle-Free Shiftingpackers and movers in gurgaon On the inside Ancient U. S. subcontinent, Gurgaon is usually an essential heart regarding making use of along with court proceeding organizations. There are lots of court proceeding organizations controlling almost any company houses inside Gurgaon along with offering t...
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SB for Healthcare/Pharma/Biotech Industry PrimersI am looking for some healthcare/pharma/biotech primers, primarily from BBs. If anybody can provide copies of the most recent editions, particularly Deutsche Bank's "Global Pharmaceuticals: Pharmaceuticals for Beginners", they will receive 2 SBs for each primer. PM me please if you have any primers....
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How to value the holding company with one operating investmentI need to valuate the holding company which has a ~30% share in an energy company. This is their only investment. How would I go about valuing the IPO of the holding company? ...
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Why is WACC different?I was using the bottom-down approach to caluclate WACC for a firm. The beta for the firm is 1.02 and I assumed a risk free rate of 3% (T-bond yield for 30 years at that time in November), equity risk premium of 5.5% and cost of debt as 4.5%. The cost of debt I used was the yield the firm offered at ...
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Why Equity Research?For those of you interested in, or working in Equity Research, why are you interested? Is there any specific event that you could point to that sparked your interest? ...
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Summers / First Years, how do you spend your time?For all current summer interns or junior associates, I am curious to know a rough breakout of your typical day. I have seen some "day in the life" posts from higher up analysts, but nothing for junior associates or summer interns. I'm interning at an HF (and considering pursuing an FT sell-side rese...
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