NBA 4120

Equity Investment Research and Analysis

Course Description

Course information provided by the Courses of Study 2015-2016.

NBA 4120 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. Students define an industry to study and prepare an "industry review." Students analyze in detail one stock in that industry. Topics include the research process, analysis strategies and valuation techniques. Detailed feedback on draft reports is 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 and online lectures, in-class workshops, guest speakers, reading assignments, student presentations and investment conference calls. Limit is 30 students. Permission of instructor required. Contact Scott Stewart (sds58@cornell.edu) for more information and approval to enroll.

When Offered Spring.

Comments Non-Johnson School students only.

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