How to Get Started Writing Equity Research Reports As An Amateur
ER
Tags:
(Monkey, 55
Points)
on 6/9/11 at 1:53pm
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





I did this to showcase my
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.
Out of curiosity, anyone have
Out of curiosity, anyone have a decent template?
Interested as well
Interested as well
Curious as well
Curious as well
YOU JUST GOT TROLLED
http://www.troll.me/images/red-foreman322/dont-you...
I'm gonna jump on the
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.
I've got some initiating
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.
Try starting a blog about
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.
does anyone here know how
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?
It depends on the type of
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.
COLD CALL
COLD CALL
Has anyone got the PM from
Has anyone got the PM from the guy yet? Just curious
work for wikinvest
work for wikinvest
red bull is the energy drink
red bull is the energy drink
UFOinsider wrote: Curious as
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
YE777 wrote: 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.
YOU JUST GOT TROLLED
http://www.troll.me/images/red-foreman322/dont-you...
YE777, it's all about
"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
"You stop being an asshole when it sucks to be you." -IlliniProgrammer
D M wrote: YE777, it's all
YOU JUST GOT TROLLED
http://www.troll.me/images/red-foreman322/dont-you...
I have a document with an
Has anybody heard of this
If anyone still wants to take
Armistice, thanks for the
Check out my WSO Blog
Damn, thanks Arm!
"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
"You stop being an asshole when it sucks to be you." -IlliniProgrammer
Armistice, thanks for the
Very helpful, thank you!
I've started doing some
Walkerr wrote: So maybe i'm