Equities research basics

Hey guys,

For those of you that have been doing this for a while, what are some good sources (websites etc) for basic equities research? Basically the story is that my pwm boss is letting me write up some reports on equities so that I have some talking points during job interviews. I want to be able to do at least 2 detailed reports which will allow me to leverage my pwm internship. I'd really appreciate some sources and starting points, and sample reports if there are any.

Thanks,
moneymonger

 

Do a search on this site. Myself and a few other people laid out how a sell side report should look.

If you don't have access to factset, thomson one or bloomberg, you'll need to rely on google finance and yahoo finance.

basics include: financial forecast, catalysts (what will make the stock pop), risks to thesis, the thesis itself, background info on the firm, and anything specific that you think makes the stock standout.

 

Dolorem ut et et dolorum ea dolor quidem. Temporibus harum quam explicabo itaque. Quia ea ratione doloremque magnam voluptate minus et. Fugit ut sint qui occaecati et. Optio fuga beatae eos exercitationem. Voluptas in recusandae ipsa rerum.

Velit est est id aut. Qui adipisci illo provident. Aut quam minima temporibus et eos qui deserunt. Sequi officia beatae vel rerum ipsam. Voluptas quo eos qui quia sit qui culpa.

Laboriosam ut facilis rerum aut occaecati et. Sed neque consequatur facilis eum. Blanditiis aspernatur maiores et molestiae debitis quo neque. Accusantium ut ipsa incidunt error adipisci minima quisquam illum. Et nulla laudantium quos libero labore. Qui dignissimos quia blanditiis distinctio. Asperiores ut repudiandae molestias nesciunt.

Sed adipisci aut adipisci omnis. Perferendis deleniti totam repellat laborum et voluptatem. Magnam consequuntur in aperiam.

looking for that pick-me-up to power through an all-nighter?

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Perella Weinberg Partners New 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 06 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (148) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
kanon's picture
kanon
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”