Ressources signposting

I am coming from a banking background and have to do a long-only case study for a top long -only firm  (Fido, Cap, Trowe).  I will be given a company and have to make a buy or sell recommendation.  probably wil have 10ks, quaterly earning reports, broker reports and some managment discussion.  I am wondering how best to go about this case study ( what I should be looking for and etc) or if people know some ressources I could use to best prepare for those. 

Comments (3)

Jan 22, 2022 - 11:24pm
dickthesellsider, what's your opinion? Comment below:

https://www.wallstreetoasis.com/forum/equity-research/fidelity-fmr-equity-sector-specialist-us-based-final-round-coming-up-help

Tips: focus on valuation multiples and ratio analysis. Only do a DCF if you have abundance of leftover time to impress with your technical skills. Make a mini model that projects out income statement and the necessary balance sheet and cash flow statement items that drive the FCF. Be very concise about your key thesis up front. 

I would time yourself and do mock runs on some representative sectors cuz you dunno what name they gonna give you.

Good luck. 

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Jan 23, 2022 - 7:44am

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