Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts 9780071736398, 9780071736381, 0071736395
List of Exhibits; Preface; Acknowledgments; Introduction; Chapter 1. Do You Have What It Takes to Be a Successful Analys
427 42 9MB
English Pages 464 pages Year 2011;2010
Table of contents :
List of Exhibits
Preface
Acknowledgments
Introduction
Chapter 1. Do You Have What It Takes to Be a Successful Analyst?
Part 1: Mastering Organization and Interpersonal Skills
Chapter 2. Take Control to Optimize the Coverage Universe
Chapter 3. Prioritize Time for the Most Valuable Activities
Chapter 4. Influence Others to Accumulate Insights and Get Heard
Chapter 5. Construct and Organize an Information Hub
Chapter 6. Buy-Side Only: Maximize Benefits of Sell-Side Relationships
Part 2: Generating Qualitative Insights. Chapter 7. Identify Factors That Impact a Sector's Valuation and PerformanceChapter 8. Identify and Monitor a Stock's Critical Factors
Chapter 9. Create Sustainable Proprietary Sources of Insight
Chapter 10. Get the Most from Interviewing for Insights
Part 3: Generating Quantitative Insights
Chapter 11. Detect Deceptive Numbers
Chapter 12. Leverage Statistics for Insights
Chapter 13. Conduct Surveys to Acquire Unique Insights
Chapter 14. Identify Yellow Flags through Forensic Accounting
Chapter 15. Identify the Relevant Microsoft Excel Features for Equity Research Analysts. Chapter 16. Creating the Best Spreadsheet Architecture for Financial AnalysisChapter 17. Develop Company Financial Models to Elicit Insights
Chapter 18. Forecast Scenarios for the Most Important Critical Factors
Part 4: Mastering Practical Valuation and Stock- Picking Skills
Chapter 19. Understand the Benefits and Limitations of Common Valuation Methodologies
Chapter 20. Overcome Challenges to Creating Discerning Stock Calls
Chapter 21. Avoid Common Psychological Challenges That Impede Sound Investing
Chapter 22. Leverage Technical Analysis to Improve Fundamental Analysis. Part 5: Communicating Stock Ideas So Others Take ActionChapter 23. Create Content That Has Value
Chapter 24. Identify the Optimal Communication Channels
Chapter 25. Convey the 7 Critical Elements of Stock Recommendations
Chapter 26. Special Considerations for the Most Important Delivery Channels
Part 6: Making Ethical Decisions
Chapter 27. Identify and Resolve Ethical Challenges
Works Cited
Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Z.
List of Exhibits
Preface
Acknowledgments
Introduction
Chapter 1. Do You Have What It Takes to Be a Successful Analyst?
Part 1: Mastering Organization and Interpersonal Skills
Chapter 2. Take Control to Optimize the Coverage Universe
Chapter 3. Prioritize Time for the Most Valuable Activities
Chapter 4. Influence Others to Accumulate Insights and Get Heard
Chapter 5. Construct and Organize an Information Hub
Chapter 6. Buy-Side Only: Maximize Benefits of Sell-Side Relationships
Part 2: Generating Qualitative Insights. Chapter 7. Identify Factors That Impact a Sector's Valuation and PerformanceChapter 8. Identify and Monitor a Stock's Critical Factors
Chapter 9. Create Sustainable Proprietary Sources of Insight
Chapter 10. Get the Most from Interviewing for Insights
Part 3: Generating Quantitative Insights
Chapter 11. Detect Deceptive Numbers
Chapter 12. Leverage Statistics for Insights
Chapter 13. Conduct Surveys to Acquire Unique Insights
Chapter 14. Identify Yellow Flags through Forensic Accounting
Chapter 15. Identify the Relevant Microsoft Excel Features for Equity Research Analysts. Chapter 16. Creating the Best Spreadsheet Architecture for Financial AnalysisChapter 17. Develop Company Financial Models to Elicit Insights
Chapter 18. Forecast Scenarios for the Most Important Critical Factors
Part 4: Mastering Practical Valuation and Stock- Picking Skills
Chapter 19. Understand the Benefits and Limitations of Common Valuation Methodologies
Chapter 20. Overcome Challenges to Creating Discerning Stock Calls
Chapter 21. Avoid Common Psychological Challenges That Impede Sound Investing
Chapter 22. Leverage Technical Analysis to Improve Fundamental Analysis. Part 5: Communicating Stock Ideas So Others Take ActionChapter 23. Create Content That Has Value
Chapter 24. Identify the Optimal Communication Channels
Chapter 25. Convey the 7 Critical Elements of Stock Recommendations
Chapter 26. Special Considerations for the Most Important Delivery Channels
Part 6: Making Ethical Decisions
Chapter 27. Identify and Resolve Ethical Challenges
Works Cited
Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Z.
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