FN 430 Equity Research and Valuation
This course provides a framework for understanding the fundamentals of equity research from buy-side and sell-side perspectives. We begin by introducing how to analyze an industry and perform fundamental analysis of a firm by focusing on the key variables impacting the firm. We then turn to valuation methodologies and the components of an equity research report. You’ll learn to connect quantitative and qualitative factors and develop a succinct, persuasive investment thesis. The course is case based and requires submission of an equity research report to the Student Managed Investment Fund.
Prerequisite
FN-315 and FN-351