6/9/11

Hi,

Since I have been struggling finding a job this summer, I was thinking about writing some equity research reports on my own while studying for the CFA and perhaps use these as a way to show interest and maybe break into ER for the next summer. However, I have to be honest, I don't really know what's the best way of even going about getting started. I know the basics about DCFs and whatnot, but if you were in my position, what would you recommend doing in order to eventually write good reports?

thanks

Comments (27)

6/9/11

I did this to showcase my writing ability in IB, worked out quite well. I'd suggest trying to track down a template if possible which would give you a sound base for drumming up one of your own.

its one way or the other: hate me or admire.

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6/9/11

Out of curiosity, anyone have a decent template?

6/9/11

Interested as well

6/9/11

Curious as well

Get busy living

6/18/11
UFOinsider:

Curious as well

how many "curious as well" r u going to write? lmao
just sayin cuz i see u in every thread writing just that

6/18/11
YE777:
UFOinsider:

Curious as well

how many "curious as well" r u going to write? lmao
just sayin cuz i see u in every thread writing just that

Lately, there's a lot of very good questions and when I check the 'track' feature, it automatically goes to the top of the list if someone comments on it and stops showing up when the thread goes cold. I am on here a lot, but only for 30-40 seconds at a time in between tasks, so this is the best way. I bookmark the REALLY interesting threads and check in on them throughout the day, but the 'curious' comment is convenient.

Get busy living

6/9/11

I'm gonna jump on the curiosity train and comment because the bookmarks thing isn't working for me

If your dreams don't scare you, then they are not big enough.

"There are two types of people in this world: People who say they pee in the shower, and dirty fucking liars."-Louis C.K.

The WSO Advantage - Equity Research

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IB Templates, M&A, LBO, Valuation.

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6/9/11

I've got some initiating coverage ER reports (Bernstein, etc) you guys can check out - these were my basis for molding my reporting style. PM me if interested.

6/9/11

Try starting a blog about investing or contributing to Seeking Alpha (http://seekingalpha.com). Both are great ways to sharpen your skills and get your work out there to the investing community. I started doing this a few months before entering my MSF program, and it has already helped on the networking and credibility side. By the time I start fall recruiting, I will have a solid portfolio of research to present to potential banks/funds.

6/9/11

does anyone here know how difficult it is to get seeking alpha certified? do you need to have a blog or can you just submit reports to them?

  • Anonymous Monkey
  •  10/13/15

you can consider using 'stockviews' platform too. They have a more transparent framework!

6/10/11

It depends on the type of note you want to do. I'd suggest doing an initiation. Topics you'd want to cover are pretty obvious, but here are some we typically use: Investment Thesis, Company Overview/Background, Recent results, End-markets, Products, Manufacturing, Risks, Valuation, Mgmt Profiles, and Model/Comps. Sections can differ depending on the industry you're launching on. Initiations can be as short as 10-15 pages or as long as 30+ pages.

6/10/11

COLD CALL

6/15/11

Has anyone got the PM from the guy yet? Just curious

6/15/11

work for wikinvest

6/15/11

red bull is the energy drink

6/18/11

YE777, it's all about strategerie

"You stop being an asshole when it sucks to be you." -IlliniProgrammer
"Your grammar made me wish I'd been aborted." -happypantsmcgee

6/19/11
D M:

YE777, it's all about strategerie

http://0.tqn.com/d/politicalhumor/1/0/u/L/bush_str...

Yeah dude, fo' sho'

I'm actually kind of embarassed by this and should probably stop doing it so much.

Get busy living

6/23/11

I have a document with an overview of what to write. PM if interested

7/12/11

Has anybody heard of this strategy working? I see this is highly risky, could backfire by highlighting your weaknesses.

Best Response
8/5/11

If anyone still wants to take a look at these, here ya go:

Bernstein: http://tinyurl.com/4xhykxk
MS: http://tinyurl.com/3jyqmnx
Evercore: http://tinyurl.com/43bz6z2
Citadel: http://tinyurl.com/3pph3ps
DB: http://tinyurl.com/3jg5rg8

(sry to those who I didn't PM back - I should have know the inbox flood that would ensue after my post above, I couldn't get to everyone)

8/9/11

Armistice, thanks for the hookup. Initiating coverage reports are great.

8/9/11

Damn, thanks Arm!

"You stop being an asshole when it sucks to be you." -IlliniProgrammer
"Your grammar made me wish I'd been aborted." -happypantsmcgee

8/10/11

Armistice, thanks for the links.

8/17/11

Very helpful, thank you!

8/19/11
8/19/11
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