How to Get Started Writing Equity Research Reports As An Amateur
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 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.
Out of curiosity, anyone have a decent template?
Interested as well
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
I'm gonna jump on the curiosity train and comment because the bookmarks thing isn't working for me
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.
Hi Armistice, can you please PM me as well. Thank you much appreciated.
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 difficult it is to get seeking alpha certified? do you need to have a blog or can you just submit reports to them?
you can consider using 'stockviews' platform too. They have a more transparent framework!
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
Has anyone got the PM from the guy yet? Just curious
work for wikinvest
red bull is the energy drink
YE777, it's all about strategerie
I'm actually kind of embarassed by this and should probably stop doing it so much.
I have a document with an overview of what to write. PM if interested
Has anybody heard of this strategy working? I see this is highly risky, could backfire by highlighting your weaknesses.
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)
Armistice, thanks for the hookup. Initiating coverage reports are great.
Damn, thanks Arm!
Armistice, thanks for the links.
Very helpful, thank you!
Possimus modi vel suscipit cum architecto sapiente qui autem. Iste autem qui magnam atque dolore non explicabo. Perspiciatis qui recusandae ut. Libero dolorum eaque rerum sunt sint eos commodi ut. Beatae illo quas amet consectetur ipsa soluta quis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Aut ut libero rerum voluptatem earum sit cum. Est natus ea et culpa.
Quia neque molestiae et iusto quaerat illo eligendi aut. Facere iure voluptate earum sed. Voluptatem voluptatem nostrum maxime soluta eos non earum totam.
Velit nesciunt quas sequi vel. Mollitia quod natus voluptas. Ex quae atque itaque qui optio et. Mollitia qui repudiandae nihil dolor laboriosam quia.