Post-workshop Skill Building Exercises

Identify & Monitor a Stock’s Critical Factors: Skill Building Exercises & Workshop Files
4 Topics
Skill Building Exercise: Prioritize List of Factors
Skill Building Exercise: Identify Historical Factors
Additional Workshop Files
Reference Cards
Generate Differentiated Insights Through Better Discovery, Questioning, and Influencing: Skill Building Exercises & Workshop Files
7 Topics
Skill Building Exercise: How Unique Are Your Information Sources?
Skill Building Exercise: Identify Predictable and Unpredictable Events
Skill Building Exercise: Seek Target Rich Sources of Insight
Skill Building Exercise: Is your news filter effective?
Skill Building Exercise: Create Questions for Meeting Using ICE™ Framework
Skill Building Exercise: Do you utilize “Weapons of Influence”?
Reference Cards
Apply Practical Valuation Techniques for More Accurate Price Targets: Skill Building Exercises & Workshop Files
4 Topics
Skill Building Exercise: Conduct a Factor Analysis
Skill Building Exercise: Review Historical Relative Valuation Levels
Skill Building Exercise: Build Base-case, Upside and Downside Price Targets
Reference Cards
Master the Stock Call Techniques of Highly Experienced Analysts: Skill Building Exercises & Workshop Files
4 Topics
Skill Building Exercise: Review the Stock Recommendation Checklist Using the TIER™ System
Additional Workshop Files
Reference Cards
Practice with These Exercises
Communicate Unique Stock Calls Successfully So Others Take Action: Skill Building Exercises & Workshop Files
4 Topics
Skill Building Exercise: Self-evaluate Using the Checklist for Communicating Stock Calls Successfully
How Do You Differ?
Reference Cards
Practice with These Exercises
Maximize Your Time for Alpha Generation: Skill Building Exercises & Workshop Files
5 Topics
Skill Building Exercise: Saving Emails as Tasks, Calendar Items and OneNote Entries
Skill Building Exercise: Speed Listening for Productivity
Skill Building Exercise: Recommended Reading
Reference Cards
Practice with These Exercises
Skill Building: Factor Analysis
6 Topics
Topic 1 – Identify Factors with Highest Correlations to Dependent Variables
Topic 2 – Conclusions from Correlation Analysis
Topic 3 – Data Collection Using Bloomberg
Topic 4 – Data Cleanup
Topic 5 – Build Correlation Matrix Using Excel
Topic 6 – Identify Factors with Highest Correlations to Dependent Variables
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Master the Stock Call Techniques of Highly Experienced Analysts: Skill Building Exercises & Workshop Files

Post-workshop Skill Building Exercises Master the Stock Call Techniques of Highly Experienced Analysts: Skill Building Exercises & Workshop Files

This module contains supplemental files and exercises related to the workshop Master the Stock Call Techniques of Highly Experienced Analysts, which are available for your personal use as a participant in this workshop.

If you have questions or need assistance, please email us at: info@analystsolutions.com
We kindly ask you do not redistribute these materials to others.
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