Workshop Pre-work

We’re looking forward to your participation in the upcoming workshop, Master the Stock Call Techniques of Highly Experienced Analysts.

 

To maximize the effectiveness of this workshop, please complete the exercises below in your Learner Workbook BEFORE the workshop, which should take no more than 15 minutes to complete. We will not ask you to share your results with anyone, and so please have them available during the workshop.  Please do not review other exercises in the Learner Workbook as doing so may reduce their effectiveness during the workshop:

  • “Rank Your Ability”
  • “How Does Your Future Look?”
  • “Circle the Symbols”

Separately, to make the workshop relevant to your universe of stocks, we recommend bringing:

  • 3 example research reports to use for an exercise, ensuring they contain price target justifications, specifically the math required to build to the price target (e.g. $3.00 EPS forecast x a 10x P/E multiple results in a $30 price target). We will not collect this information and therefore, feel free to bring draft reports.
  • Earnings model (paper or digital copy) for a company of interest (can be yours or one from someone else)
  • Your comp table (paper or digital copy), assuming you have one (if not, no worries)

Let us know your interests

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Assessment and Book Samples:
Workshop Free Previews:
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Let us know your interests

AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.

Subscriptions:
Assessment and Book Samples:
Workshop Free Previews:
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You have Successfully Subscribed!

Evalulate our tools for free

We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
  • CFA Society leader responsible for programming
  • Professor teaching students pursuing careers in equity research

You will receive:

  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.

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Try 2 of the 15 GAMMA PI™ Modules for Free

You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions).

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Take Our Free Quiz

You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions):

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