Equity Research

Equity Research



Equity Research

 

Best Practices for Equity Research Analysts
Webcast from CFA Institute

Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts
Book from Mc-Graw Hill

The Investment Checklist: The Art of In-Depth Research; Hardcover – 2011 by Michael Shearn

Essays of Warren Buffett, 4th Edition Paperback – 1 Jan 2015 by Lawrence A. Cunningham (Author)

Common Stocks and Uncommon Profits and Other Writings , August 2003 by Philip A. Fisher

Video: Competitive Advantage and Shareholder Value
https://www.youtube.com/watch?v=YFS5JBgz1Xc

Video: Lessons from the Greatest Minds of Investing
https://www.youtube.com/watch?v=vQadYnrJeh0&index=7&list=PLGGpadyh0wS53HdovgrEgRwEqHcWrJwgP

Video: Clayton Christensen: "Where does Growth come from?"
https://www.youtube.com/watch?v=rHdS_4GsKmg

Sanjay Bakshi: "The Prejudices of Mr. Market"
https://www.youtube.com/watch?v=kpy_hi3ZAj0

Investment Checklist
https://hurricanecapital.wordpress.com/checklist/

Measuring the Moat
http://csinvesting.org/wp-content/uploads/2013/07/Measuring_the_Moat_July2013.pdf

Competitive Advantage Period
http://people.stern.nyu.edu/adamodar/pdfiles/eqnotes/cap.pdf

Economic Returns and Total Shareholder Value
https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=805915460&serialid=b3Wu0sLSCMh00cBXg5ql%2fa4nh5XcibIeQg7OZgs4w68%3d

Economics of Consumer Businesses
https://hurricanecapital.files.wordpress.com/2015/02/the-economics-of-customer-businesses.pdf

Total Addressable Market
https://hurricanecapital.wordpress.com/2015/09/05/new-mauboussin-paper-total-addressable-market-incl-checklist/

Operating Leverage
https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=807204400&serialid=bI5Je99tuDvZmNA7BwBkBy1aqMN3iU%2bmkdoAiYB8aT4%3d

How to Ask Questions to Management
Article and podcast from the Indian Association of Investment Professionals

Questions to ask management – Applied Equity valuation by T.Daniel Coggin and Frank J. Fabozzi

Top 9 Questions Investors Should Ask Management