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Learn/Equity research foundations
LearnEquity research foundations

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B Basic

  • What an equity research analyst does7m
  • Reading a 10-K and a 10-QPro9m
  • Building an earnings modelPro10m
  • Consensus and your estimatePro8m

A Advanced

  • Price targets and ratingsPro10m
  • The initiation and the earnings notePro8m
  • The research stock pitchPro10m
  • FlashcardsPro0/21
  • Basic quizPro80% passes
  • Advanced quizPro80% passes
  • Terms

The initiation and the earnings note

Research is sold in writing. The initiation is the long first report on a company; the earnings note is the short one every quarter. Both lead with the conclusion.

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