Equity Analysis/Freeman Reports

Catalog description

Teams of students will create a sell side analyst report for a publicly traded company. This will include building a proforma model of the financial statements of a firm in Excel. The report will include all of the pertinent components seen in a typical Wall Street analyst report (industry overview, company description, risk analysis, management performance, valuation and forecasting models, and investment thesis). Students will work with writing coaches to reinforce skills in financial communication. The firms that are chosen will be in the energy industry or the financial industry. Students will have an opportunity to pose questions to management of the firms they cover. Students must attend a mandatory modeling weekend program run by an industry leader in such training. Students use Bloomberg terminals, and/or S&P Capital IQ, and/or ThomsonOne, and/or Thomson Reuters databases as part of the course. Note: Burkenroad Reports does NOT serve as a substitute for this course.