Equity Research Reports Series Part 1
This interactive advanced series examines in depth each of the major types of equity research reports: economic, industry, and company quarterly reports, to inform and assist investors in analyzing stocks and arriving at judgments in the Stock Selection Guide (SSG) and the Stock Comparison Guide (SCG). Participants shall learn how to use data and how to refine projections in the SSG.
Part 1 - January 1st
Part 2 - February 7th
Part 3 - March 7th
Each session will have 30 minutes of conceptual content presented and 30 minutes of live workshop time. Audience members will be asked to volunteer ticker symbols for a live demonstration of how to identify the data and adjust preferred procedure metrics.
Presenter: Sofia Bitela, BI South Florida Chapter Volunteer and Former Financial Analyst