Master the Stock Call Techniques of Highly Experienced Analysts: 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)