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

3 Comments
 

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.

 

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