NBA 4120

Last Updated

  • Schedule of Classes - September 9, 2021 7:14PM EDT
  • Course Catalog - September 9, 2021 7:15PM EDT

NBA 4120
Equity Investment Research and Analysis

Course information provided by the Courses of Study 2020-2021.

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. Students define an industry to study and prepare an "industry review." Students analyze in detail one stock in that industry and prepare 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. 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.

When Offered Spring.

Permission Note Enrollment limited to: non-Johnson students only.

Comments Video summarizing course available at: www.tinyurl.com/NBA4120

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 19307 NBA 4120   LEC 001

    • TR Online Meeting
    • Feb 8 - May 14, 2021

    • Stewart, S

  • Instruction Mode: Online
    Enrollment by Permission Only VIDEO SUMMARIZING COURSE AVAILABLE AT www.tinyurl.com/NBA4120 View video and submit 1) a transcript, 2) a resume 3) a paragraph or two on why you want to take the course and 4) three preferred sectors in order of preference (Tech, Financials, Industrials, Healthcare and Consumer) to Scott Stewart (sds58@cornell.edu). There will be no enrollment into a class if you have a time conflict or if it will create an overload. Students dropping this course after February 22, 2021 will be assessed a fee of $100. The deadline to drop the class without a “W” is April 5, 2021 @11:59pm but you will still be charged the $100 late fee.

    Department Consent Required (Add)