Pre-work: Collect Ratings Change Research Reports
- Collect and have available, 2-3 research reports (digital or hard copy) that include the justification for an upgrade or downgrade of a stock, including a discussion of a price target (e.g. include the earnings estimate and valuation multiple). We will not ask you to share these reports and so you can bring unpublished or drafts of existing work
- Other considerations for the workshop Communicate Unique Stock Calls Successfully So Others Take Action:
- We strongly encourage the use of a computing device with Microsoft Word for composing the exercises (you can write with a pen on a hard copy, but it will likely be slower than composing in Word)
- Please have a calculator available (a smart phone or Excel are acceptable)