Best Practices for Equity Research (PB)

Best Practices for Equity Research (PB)
Author: James Valentine
Publisher: McGraw Hill Professional
Total Pages: 465
Release: 2011-01-07
Genre: Business & Economics
ISBN: 0071736395

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
Author: James J. Valentine
Publisher:
Total Pages: 0
Release: 2010-12
Genre: Business & Economics
ISBN: 9781265624668

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
Author: Gillian D. Elcock
Publisher: Ecademy Press
Total Pages: 166
Release: 2010
Genre: Business & Economics
ISBN: 1905823932

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.

Equity Research for the Technology Investor

Equity Research for the Technology Investor
Author: Sundeep Bajikar
Publisher: BAJIKAR TECH INVESTOR
Total Pages: 200
Release: 2016-03-22
Genre: Business & Economics
ISBN:

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.

The Investment Checklist

The Investment Checklist
Author: Michael Shearn
Publisher: John Wiley & Sons
Total Pages: 391
Release: 2011-09-20
Genre: Business & Economics
ISBN: 1118149459

A practical guide to making more informed investment decisions Investors often buy or sell stocks too quickly. When you base your purchase decisions on isolated facts and don't take the time to thoroughly understand the businesses you are buying, stock-price swings and third-party opinion can lead to costly investment mistakes. Your decision making at this point becomes dangerous because it is dominated by emotions. The Investment Checklist has been designed to help you develop an in-depth research process, from generating and researching investment ideas to assessing the quality of a business and its management team. The purpose of The Investment Checklist is to help you implement a principled investing strategy through a series of checklists. In it, a thorough and comprehensive research process is made simpler through the use of straightforward checklists that will allow you to identify quality investment opportunities. Each chapter contains detailed demonstrations of how and where to find the information necessary to answer fundamental questions about investment opportunities. Real-world examples of how investment managers and CEOs apply these universal principles are also included and help bring the concepts to life. These checklists will help you consider a fuller range of possibilities in your investment strategy, enhance your ability to value your investments by giving you a holistic view of the business and each of its moving parts, identify the risks you are taking, and much more. Offers valuable insights into one of the most important aspects of successful investing, in-depth research Written in an accessible style that allows aspiring investors to easily understand and apply the concepts covered Discusses how to think through your investment decisions more carefully With The Investment Checklist, you'll quickly be able to ascertain how well you understand your investments by the questions you are able to answer, or not answer, without making the costly mistakes that usually hinder other investors.

Python for Finance

Python for Finance
Author: Yves Hilpisch
Publisher: "O'Reilly Media, Inc."
Total Pages: 720
Release: 2018-12-05
Genre: Computers
ISBN: 1492024295

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.

Pitch the Perfect Investment

Pitch the Perfect Investment
Author: Paul D. Sonkin
Publisher: John Wiley & Sons
Total Pages: 503
Release: 2017-09-12
Genre: Business & Economics
ISBN: 1119051789

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.

Survival Kit for an Equity Analyst

Survival Kit for an Equity Analyst
Author: Shin Horie
Publisher: John Wiley & Sons
Total Pages: 208
Release: 2021-10-19
Genre: Business & Economics
ISBN: 1119822467

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.

Best Practices for Equity Research Analysts

Best Practices for Equity Research Analysts
Author: James J. Valentine
Publisher:
Total Pages: 0
Release: 2010-12
Genre: Business & Economics
ISBN: 9781265624668

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. --

Exile on Wall Street

Exile on Wall Street
Author: Mike Mayo
Publisher: John Wiley & Sons
Total Pages: 208
Release: 2011-11-15
Genre: Business & Economics
ISBN: 1118115465

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.