Best practices for equity research analysts: essentials for buy-side and sell-side analysts
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
New York
McGraw-Hill [u.a.]
2011
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| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | Includes bibliographical references and index |
| Beschreibung: | XXIV, 437 S. graf. Darst. 24 cm |
Internformat
MARC
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| 650 | 4 | |a Investment analysis | |
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Datensatz im Suchindex
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|---|---|
| adam_text | Titel: Best practices for equity research analysts
Autor: Valentine, James J.
Jahr: 2011
Contents
List of Exhibits xi
Preface xvii
Acknowledgments xxiii
Introduction 1
Chapter 1. Do You Have What It Takes to Be
a Successful Analyst? 9
Part 1: Mastering Organization and Interpersonal Skills 15
Chapter 2. Take Control to Optimize the Coverage Universe 17
Chapter 3. Prioritize Time for the Most Valuable Activities 27
Chapter 4. Influence Others to Accumulate Insights and Get
Heard 43
Chapter 5. Construct and Organize an Information Hub 51
Chapter 6. Buy-Side Only: Maximize Benefits of Sell-Side
Relationships 67
Part 2: Generating Qualitative Insights 77
Chapter 7. Identify Factors That Impact a Sector s Valuation
and Performance 79
Chapter 8. Identify and Monitor a Stock s Critical Factors 93
Chapter 9. Create Sustainable Proprietary Sources of Insight 119
Chapter 10. Get the Most from Interviewing for Insights 137
Part 3: Generating Quantitative Insights 153
Chapter 11. Detect Deceptive Numbers 157
Chapter 12. Leverage Statistics for Insights 163
Chapter 13. Conduct Surveys to Acquire Unique Insights 185
Chapter 14. Identify Yellow Flags through Forensic
Accounting 195
Chapter 15. Identify the Relevant Microsoft Excel Features for
Equity Research Analysts 217
Chapter 16. Creating the Best Spreadsheet Architecture for
Financial Analysis 225
Chapter 17. Develop Company Financial Models to
Elicit Insights 233
Chapter 18. Forecast Scenarios for the Most Important
Critical Factors 245
Part 4: Mastering Practical Valuation and Stock-
Picking Skills 255
Chapter 19. Understand the Benefits and Limitations of
Common Valuation Methodologies 257
Chapter 20. Overcome Challenges to Creating Disceming
Stock Calls 271
Chapter 21. Avoid Common Psychological Challenges That
Impede Sound Investing 305
Chapter 22. Leverage Technical Analysis to Improve
Fundamental Analysis 325
Part 5: Communicating Stock Ideas So Others
Take Action 341
Chapter 23. Create Content That Has Value 343
Chapter 24. Identify the Optimal Communication Channels 351
Chapter 25. Convey the 7 Critical Elements of Stock
Recommendations 357
Chapter 26. Special Considerations for the Most Important
Delivery Channels 371
Part 6: Making Ethical Decisions 389
Chapter 27. Identify and Resolve Ethical Challenges 391
Works Cited 403
Index 407
|
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| dewey-ones | 332 - Financial economics |
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| dewey-search | 332.63/2042 |
| dewey-sort | 3332.63 42042 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
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| spelling | Valentine, James J. Verfasser aut Best practices for equity research analysts essentials for buy-side and sell-side analysts James J. Valentine New York McGraw-Hill [u.a.] 2011 XXIV, 437 S. graf. Darst. 24 cm txt rdacontent n rdamedia nc rdacarrier Includes bibliographical references and index Investment advisors Investment analysis Methode (DE-588)4038971-6 gnd rswk-swf Finanzanalyse (DE-588)4133000-6 gnd rswk-swf Anlagepolitik (DE-588)4206018-7 gnd rswk-swf Finanzanalyse (DE-588)4133000-6 s Methode (DE-588)4038971-6 s Anlagepolitik (DE-588)4206018-7 s b DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=024171041&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Valentine, James J. Best practices for equity research analysts essentials for buy-side and sell-side analysts Investment advisors Investment analysis Methode (DE-588)4038971-6 gnd Finanzanalyse (DE-588)4133000-6 gnd Anlagepolitik (DE-588)4206018-7 gnd |
| subject_GND | (DE-588)4038971-6 (DE-588)4133000-6 (DE-588)4206018-7 |
| title | Best practices for equity research analysts essentials for buy-side and sell-side analysts |
| title_auth | Best practices for equity research analysts essentials for buy-side and sell-side analysts |
| title_exact_search | Best practices for equity research analysts essentials for buy-side and sell-side analysts |
| title_full | Best practices for equity research analysts essentials for buy-side and sell-side analysts James J. Valentine |
| title_fullStr | Best practices for equity research analysts essentials for buy-side and sell-side analysts James J. Valentine |
| title_full_unstemmed | Best practices for equity research analysts essentials for buy-side and sell-side analysts James J. Valentine |
| title_short | Best practices for equity research analysts |
| title_sort | best practices for equity research analysts essentials for buy side and sell side analysts |
| title_sub | essentials for buy-side and sell-side analysts |
| topic | Investment advisors Investment analysis Methode (DE-588)4038971-6 gnd Finanzanalyse (DE-588)4133000-6 gnd Anlagepolitik (DE-588)4206018-7 gnd |
| topic_facet | Investment advisors Investment analysis Methode Finanzanalyse Anlagepolitik |
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