NBA 4120
Last Updated
- Schedule of Classes - May 20, 2024 7:35PM EDT
- Course Catalog - May 20, 2024 7:07PM EDT
Classes
NBA 4120
Course Description
Course information provided by the Courses of Study 2023-2024. Courses of Study 2024-2025 is scheduled to publish mid-June.
This course is an introduction to the theory and practice of equity research and is similar to that provided to aspiring analysts, as apprentices, in buy-side investment firms. The course provides a comprehensive framework for analyzing equity securities and developing formal target prices and BUY/SELL/HOLD recommendations. Each student defines an industry to study and prepares an "industry review." Each student analyzes in detail one stock in the industry and prepares a stock report. A live portfolio is invested in late March with student picks. Topics include the research process, analysis strategies, valuation techniques and portfolio construction methods. Templates, examples and detailed feedback on draft reports are provided. Students should be prepared to conduct rigorous, creative research based upon their own work and insights. Class is taught in a hybrid format composed of in-class lectures, workshops, guest speakers, reading assignments, research assignments, lecture video assignments and student presentations.
When Offered Spring.
Permission Note Enrollment limited to: non-Johnson School students.
Comments Video summarizing course can be viewed here.
Regular Academic Session. Combined with: NBA 5220
-
Credits and Grading Basis
3 Credits GradeNoAud(Letter grades only (no audit))
-
Class Number & Section Details
-
Meeting Pattern
- TR To Be Assigned
- Aug 27 - Dec 5, 2024
Instructors
Stewart, S
-
Additional Information
Instruction Mode: In Person
Enrollment limited to: Non-Master of Business Administration (MBA) students.
Add/Drop Dates: 9:00 am, August 19, 2024 - 11:59 pm, September 9, 2024. Students will be assessed a $100 late fee and be required to obtain faculty permission to add/drop after September 9, 2024. If you drop after October 7, 2024, you will also receive a "W" on your transcript in addition to the late fees.
Instructor Consent Required (Add)
Share
Or send this URL: