Resource Center

Best practices for building useful and time-saving comp tables in Excel is the topic of this reference card.

Thorough preparation is the key to obtaining useful and differentiated insights, which is the topic of this reference card.

Can you identify the 1 to 4 critical factors likely to move a stock? Our EPIC™ and HELP™ frameworks, help identify potential factors and then determine which is critical.

The stock valuation justifying a recommendation can often be too simplistic or overly complicated. Use our SHARE™ Framework for targeting realistic prices, which is the focus of this reference card.

Portfolio managers complain there is a sea of mediocre research being produced by buy-side and sell-side analysts. This reference card is a checklist to ensure the quality of your message before you recommend a stock.

When researching a stock call, we know it’s not enough to just take company management’s word at face value, yet it’s hard to know where to begin. This reference card helps determine where to find the best first source(s) of information.

This reference card helps to ensure research reports are written in a way others will want to read.

Do you present to a stock selection or investment committee? If your goal is to get them to act on your stock call, use our best practices found in this reference card.

Are you making great stock calls? This reference card provokes you to ask 10 questions to improve your stock calls.

What psychological biases are unknowingly affecting your stock calls? This reference card details the various types of psychological biases that could hinder your stock calls.