Equity Research Final Round - Quarterly Results Write-up

Hello!

I have an upcoming final round interview for an ER shop that is designating a 1-1.5 hour time frame with which I will be asked to do a write-up on a company's quarterly results. I was wondering if any of you have had experience with something like this in the past? I assume a lot of companies do something similar and was wondering how to best prepare for this. Is there a list of A,B,C, & D that companies are looking for you to hit on? Any insight or examples that could be provided would be a huge help.

Thanks in advance for any help!

19 Comments
 

Never had to do a write up on a quarterly report for an interview, but my guess is they'll want you to touch on sales growth, EPS, cash flow, any significant investments or how have these performed since inception. Mostly comparison.

Hope this helps a little.

 
Best Response

Send you what you need for the interview. PM me if you have specific questions.

"I am the hero of the story. I don't need to be saved."
 
sxh6321Send you what you need for the interview. PM me if you have specific questions.

I have an upcoming Equity Research interview as well. Could you please send me this information? Appreciate the help

 

Hi, I saw your posting. I am a newbie trying to learn entry to ER (interview content might be a good place to start). If that's ok, I would really appreciate if you can also send me as well. Thanks

M.B.A.(c) | Ph.D. - Biochemistry | M.Sc., B.Sc. - Molecular Biology and Genetics
 

Wow, same situation here. If you could send me the information as well that would be amazing! Thanks.

"My dear, descended from the apes! Let us hope it is not true, but if it is, let us pray that it will not become generally known."
 
IlluminateWow, same situation here. If you could send me the information as well that would be amazing! Thanks.

Here is the link to a more up to date thread, with a ridiculous amount of useful information:

http://www.wallstreetoasis.com/forums/nyssa-equity-research-initiation-…

Most of the time, analysts won't look pass the first two pages. You just have to focus on the main summary (on the first page) that should have 5 paragraphs.
1. Buy, Sell or Hold. At What Price? 2. Main Idea 1
3. Main Idea 2
4. Valuation
5. Risks For the second page, the investment thesis/ summary will just expand more on these five main paragraphs.

Message me if you have any other questions.

 

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