In College - Trying to make an equity research initiation report
I'm a soon-to-be sophomore in college and have been reading a bunch of 10-Ks, 10-Qs, and ER reports. Now, I'd like to try to make my own (even though I know it won't be that good). I really want to try it though.
Can anyone tell me how exactly you conduct the research for an initiation report, or any report after that for that matter? Where do you look besides 10-k and 10-Qs and Yahoo! Finance articles? Do you know any tutorials online that could help? Could you tell me how?
Any help would be greatly appreciated!
Thanks!
Do you know how to value companies?
Check this existing post.
http://www.wallstreetoasis.com/forums/nyssa-equity-research-initiation-…
Great to see you're ambitious...but value your youth before you value companies
mikebrady - Yes, I know how to value companies. Why?
A couple of things to get you started: - 10Ks and Qs are great if you can read between the lines - Press reports and presentations can at times provide more detail than SEC filings - Reach out to investor relations with your follow-up questions - Attend conferences to see them and their competition talk - Get in touch with management - Talk to the management of competitors - Talk to suppliers and competitors - Talk to employees - Read industry related publications - Talk to other analysts on the buy-side and sell-side
wallstasks - I'm just a sophomore in college, so you know (
walls tasks - I'm just a sophomore in college, so you know (
I'm just a sophomore in college, so you know. The reason I said that is because I was wondering if you think I can really get ahold of management? Would they be willing to talk to "an young, inquisitive student"?
Investor relations may talk to you. It can't hurt to reach out. Also, dig through any company presentation materials they may have on their website. Read through their past few conference call transcripts and any transcripts of investor events (analyst days, investor conferences, etc.). All of this should give you a good idea what investors and sell side analysts care about.
I'd also recommend doing the same excercise for the company's competition as well. You may be able to pick up more information on the industry/end-markets, supply/demand, customers, etc.
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