Spring 2023 Finance B8311 section 001

The Equity Analyst Toolkit

The Equity Analyst Toolki

Call Number 16944
Day & Time
Location
T 8:30am-11:45am
880 Kravis Hall
Points 1.5
Grading Mode Standard
Approvals Required None
Instructor Michael B Kimpel
Type LECTURE
Method of Instruction In-Person
Course Description As a student and professional focused on Investment Management, you will be asked to repeatedly ramp-up on businesses, to create a variety of analyses and to synthesize your findings in stock pitch. This process can be incredibly daunting when you first try it (and even for experienced, full-time professionals) due to the sheer volume of information available.

The key is ensuring maximum return-on-time in your investment research. In this class, you’ll learn to avoid the typical early-career equity analyst mistakes that waste time and how to zero in on the critical variables that drive the company you’re researching.

You’ll also learn how to connect qualitative and quantitative factors throughout your research process to create a persuasive thesis supported by proprietary research, grounded in detailed financial analysis and presented through compelling visuals that convey your ideas in a succinct, cogent fashion.

In the end, the goal of this course is to help you maximize your efficiency and effectiveness of your research process from the initial ramp-up to the final pitch.
Web Site Vergil
Department Finance
Enrollment 41 students (48 max) as of 9:06AM Monday, April 29, 2024
Subject Finance
Number B8311
Section 001
Division School of Business
Open To Business, Engineering:Graduate, Journalism
Campus Morningside
Section key 20231FINC8311B001