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 We will not ask you to share these reports and so you can bring unpublished or drafts of existing work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)
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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:
Free GAMMA PI™ assessment
Free access to our presentation "Are You a Great Analyst?"
Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
Sample chapter of Best Practices for Equity Research Analysts
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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).
