Best Practices for Equity Research (PB)

Best Practices for Equity Research (PB)

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  • Author: James Valentine
  • Publisher: McGraw Hill Professional
  • ISBN: 0071736395
  • Category : Business & Economics
  • Languages : en
  • Pages : 465

The first real-world guide for training equity research analysts—from a Morgan Stanley veteran Addresses the dearth of practical training materials for research analysts in the U.S. and globally Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe He will promote the book through his company's extensive outreach capabilities


Best Practices for Equity Research Analysts

Best Practices for Equity Research Analysts

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  • Author: James J. Valentine
  • Publisher:
  • ISBN: 9781265624668
  • Category : Business & Economics
  • Languages : en
  • Pages : 0

Conveniently organized for use as a learning tool and everyday reference on the job; this authoritative book offers promising equity research analysts a practical curriculum for mastering their profession. --


How to Get an Equity Research Analyst Job

How to Get an Equity Research Analyst Job

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  • Author: Gillian D. Elcock
  • Publisher: Ecademy Press
  • ISBN: 1905823932
  • Category : Business & Economics
  • Languages : en
  • Pages : 166

An experienced equity research analyst guides jobseekers every step along the way, from choosing which companies to target, to mastering the specialized interview process, in order to stand out from the pack.


Writing Securities Research

Writing Securities Research

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  • Author: Jeremy Bolland
  • Publisher: John Wiley & Sons
  • ISBN: 1118181530
  • Category : Business & Economics
  • Languages : en
  • Pages : 253

"There is a strong need for this book by Jeremy Bolland, which dissects all issues relating to securities research. The requirement for better research does not only apply to the US securities market but to securities markets all over the world. This book is relevant in any setting. It will equip analysts with many useful tools to help them achieve success." —Mark Mobius, President, Templeton Emerging Markets Fund "Jeremy Bolland's book is essential reading for all people involved in writing securities research. Moreover, it is not just a technical and legal guide, but also a timely reminder of the principles of good writing." —Andrew Leeming, Author of The Super Analysts "Knowing your ratios and spreadsheets is no longer enough to become an investment analyst. As Jeremy Bolland points out, you need to know your do's and don'ts of how to approach clients and companies. This guide to doing it properly is an obvious selection for the bookshelf of anyone who aspires to offer investment advice and a fine reference for anyone who receives such advice."—Jake van der Kamp, Financial Columnist, South China Morning Post "At last, here's a comprehensive yet easy-to-read guide explaining all the best practice principles involved in writing securities research. It is full of useful information. If all securities analysts followed the guidance that has been clearly laid out in this book by Jeremy Bolland, research enforcement regulators around the world would be out of a job. Anyone who is involved in writing and publishing research, or using research for investment decisions, from the novice to the expert, should read this book. I highly recommend it."—Anthony Espina, Chairman, Hong Kong Stockbrokers Association


Equity Research for the Technology Investor

Equity Research for the Technology Investor

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  • Author: Sundeep Bajikar
  • Publisher: BAJIKAR TECH INVESTOR
  • ISBN:
  • Category : Business & Economics
  • Languages : en
  • Pages : 200

This book describes an equity research approach which combines principles of value investing with domain specific expertise in the technology industry. The book also provides an overview of the financial services industry and the different types of conflicts of interest that drive market participants toward objectives that may not be aligned with those of the individual investor. The book describes an equity research process that I have followed throughout my career as a financial analyst, and shows that equity research is difficult not just for the technical skills involved but also due to behavioral issues that one has to deal with quite frequently when it comes to investing. Equity Research takes a lot of work - much more than an individual investor is likely to be able to commit given that her main profession is probably something other than investing. A central message of the book is for the individual investor to find an independent investment manager who she can trust to pursue an investment strategy that is aligned with her goals.


Pitch the Perfect Investment

Pitch the Perfect Investment

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  • Author: Paul D. Sonkin
  • Publisher: John Wiley & Sons
  • ISBN: 1119051789
  • Category : Business & Economics
  • Languages : en
  • Pages : 503

Learn the overlooked skill that is essential to Wall Street success Pitch the Perfect Investment combines investment analysis with persuasion and sales to teach you the "soft skill" so crucial to success in the financial markets. Written by the leading authorities in investment pitching, this book shows you how to develop and exploit the essential, career-advancing skill of pitching value-creating ideas to win over clients and investors. You'll gain world-class insight into search strategy, data collection and research, securities analysis, and risk assessment and management to help you uncover the perfect opportunity; you'll then strengthen your critical thinking skills and draw on psychology, argumentation, and informal logic to craft the perfect pitch to showcase your perfect idea. The ability to effectively pitch an investment is essential to securing a job on Wall Street, where it immediately becomes a fundamental part of day-to-day business. This book gives you in-depth training along with access to complete online ancillaries and case studies so you can master the little skill that makes a big difference. It doesn't matter how great your investment ideas are if you can't convince anyone to actually invest. Ideas must come to fruition to be truly great, and this book gives you the tools and understanding you need to get it done. Persuade potential investors, clients, executives, and employers Source, analyze, value, and pitch your ideas for stocks and acquisitions Get hired, make money, expand your company, and win business Craft the perfect investment into the perfect pitch Money managers, analysts, bankers, executives, salespeople, students, and individual investors alike stand to gain massively by employing the techniques discussed here. If you're serious about success and ready to start moving up, Pitch the Perfect Investment shows you how to make it happen.


Python for Finance

Python for Finance

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  • Author: Yves Hilpisch
  • Publisher: "O'Reilly Media, Inc."
  • ISBN: 1492024295
  • Category : Computers
  • Languages : en
  • Pages : 720

The financial industry has recently adopted Python at a tremendous rate, with some of the largest investment banks and hedge funds using it to build core trading and risk management systems. Updated for Python 3, the second edition of this hands-on book helps you get started with the language, guiding developers and quantitative analysts through Python libraries and tools for building financial applications and interactive financial analytics. Using practical examples throughout the book, author Yves Hilpisch also shows you how to develop a full-fledged framework for Monte Carlo simulation-based derivatives and risk analytics, based on a large, realistic case study. Much of the book uses interactive IPython Notebooks.


Survival Kit for an Equity Analyst

Survival Kit for an Equity Analyst

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  • Author: Shin Horie
  • Publisher: John Wiley & Sons
  • ISBN: 1119822467
  • Category : Business & Economics
  • Languages : en
  • Pages : 208

Discover a one-of-a-kind blueprint to equity analyst success from an industry leader In Survival Kit for an Equity Analyst: The Essentials You Must Know, veteran analyst Shin Horie delivers a must-read, practical guide on the analysis of companies and industries. The book offers a guide to conducting industry-level analysis from a global perspective, with a particular emphasis on adjustments necessary for covering companies in emerging markets. Readers will also get: A robust background on the basic process flow of company analysis and valuation Guidelines for examining earnings drivers in major industries Tips on the qualitative profiling of companies and how to dig deeper to find nuance that financial statements don't express Perfect for early-career equity analysts themselves, as well as corporate managers who seek to understand how their organisations will be scrutinized and examined by finance professionals, Survival Kit for an Equity Analyst offers readers an insightful narrative on the necessary ingredients for success in this demanding field.


Using Investor Relations to Maximize Equity Valuation

Using Investor Relations to Maximize Equity Valuation

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  • Author: Thomas Ryan
  • Publisher: John Wiley & Sons
  • ISBN: 0471708526
  • Category : Business & Economics
  • Languages : en
  • Pages : 290

A practical guide to proactive investor relations (IR) Investor relations (IR) has traditionally been an administrative function within corporate communications, responsible for disseminating public information and answering investor and media questions. Using Investor Relations to Maximize Equity Valuation challenges this approach, by arguing that IR has been underutilized and then illustrating how it should be elevated to lead a strategic communications effort to preserve or enhance corporate value and lower a company's cost of capital. Divided into four comprehensive parts, this book clearly describes capital markets strategies and tactical operations that these former, senior-level equity analysts and portfolio managers employ. Chad A. Jacobs (Westport, CT) and Thomas M. Ryan (Westport, CT) are the cofounders and co-CEOs of Integrated Corporate Relations.


Exile on Wall Street

Exile on Wall Street

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  • Author: Mike Mayo
  • Publisher: John Wiley & Sons
  • ISBN: 1118115465
  • Category : Business & Economics
  • Languages : en
  • Pages : 208

An insider points out the holes that still exist on Wall Street and in the banking system Exile on Wall Street is a gripping read for anyone with an interest in business and finance, U.S. capitalism, the future of banking, and the root causes of the financial meltdown. Award winning, veteran sell side Wall Street analyst Mike Mayo writes about one of the biggest financial and political issues of our time – the role of finance and banks in the US. He has worked at six Wall Street firms, analyzing banks and protesting against bad practices for two decades. In Exile on Wall Street, Mayo: Lays out practices that have diminished capitalism and the banking sector Shares his battle scars from calling truth to power at some of the largest banks in the world and how he survived challenging the status quo to be credited as one of the few who saw the crisis coming Blows the lid off the true inner workings of the big banks and shows the ways in which Wall Street is just as bad today as it was pre-crash. Analyzes the fallout stemming from the market crash, pointing out the numerous holes that still exist in the system, and offers practical solutions. While it provides an education, this is no textbook. It is also an invaluable resource for finance practitioners and citizens alike.