Turn a listed stock into a call.

Public Equities & Securities Analysis.

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11FAMILIES
124PAGES
11CAREERS USE IT

From the listing to the research note.

THESISMODELRATING

Equity Research Fundamentals

Equity ResearchHow to Write an Equity Research Note
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PRIVATELISTED
HOW LISTING CHANGES DISCLOSURE

Equity Markets and Listings

The Public CompanyPublic vs Private Company
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PRICEFAIR VALUE

Market Data and Liquidity

Market PriceFair Value vs Market Price
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Sector Research

Sector Research

SECULAR
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Earnings Analysis

GuidanceThe Revenue Build
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Quality of EarningsRecurring vs Non-Recurring Earnings

Quality of Earnings

RECURRING ✓CASH-BACKED ✓ORGANIC ✓PRICED IN ✓ONE-OFF !
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Valuation Application

Implied ExpectationsUpside
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ASSUMPTIONMODELTHESIS

Research Thesis and Models

The Investment ThesisModel Assumptions
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BONUSSPLITBUYBACKMERGERDEMERGER

Corporate Events

Corporate Events and ActionsCorporate Event vs Research Catalyst
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DISCLOSED
HELD BACK

Governance and Disclosure

Material DisclosureInsider Transactions
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NOTEREPORT
WHAT THE ANALYST PUBLISHES

Research Discipline and Cases

Research CoverageResearch Note vs Research Report
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Equity Research FundamentalsSUPPORTEquity Markets and ListingsMarket Data and LiquiditySector ResearchSUPPORTEarnings AnalysisQuality of EarningsValuation ApplicationSUPPORTResearch Thesis and ModelsCorporate EventsGovernance and DisclosureResearch Discipline and Cases
THIS CAREER NEEDSInvestment Banking Analyst
0CORE3SUPPORT0BACKGROUND
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BOOTCAMPEquity Research AnalystModel, thesis and a published note. On a listed company.INTERNSHIP CERT.RECOMMENDATIONSee the curriculum
FREE COURSESWriting an Investment ThesisReading an Annual Report FastBuilding a Revenue Forecast From Drivers