NBA 5220

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  • Schedule of Classes - September 10, 2024 10:17AM EDT
  • Course Catalog - September 10, 2024 9:48AM EDT
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NBA 5220
Equity Investment Research and Analysis

Course information provided by the Courses of Study 2024-2025. 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.

When Offered Spring.

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

Comments Video summarizing course can be viewed here.

View Enrollment Information

Syllabi: none

  •   Regular Academic Session.  Combined with: NBA 4120

  • 3 Credits Graded

  • 19905 NBA 5220   LEC 001

    • TR
    • Aug 27 - Dec 5, 2024

    • Stewart, S

  • 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)