Tue, Aug 27, 2024

6 PM – 8:30 PM EDT (GMT-4)

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Sage Hall Room 301

Sage Hall, 114 Feeney Way, Ithaca, NY 14853, United States

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Details

 

Goals:
  1. Learn the basics of fundamental research
  2. Identify a stock to study
  3. Begin to prepare a one-page stock report
  4. Discuss next steps for learning more about fundamental research and careers in investment management

Venue:

  1. Instructor leads discussion in key steps for conducting proprietary, fundamental research using primary sources and preparing written recommendations.
  2. Students spend much of the session conducting research using online sources under guidance of instructor.
  3. Organized jointly by the Parker Center for Investment Research and the Investment Management Club and the Investing@Cornell interdisciplinary theme.
  4. Led by Scott Stewart, member of Johnson Finance and Accounting faculties

Content:

  1. Finding an interesting stock to study
  2. Primary sources
  3. Industry analysis
  4. Valuation basics
  5. Buy/Sell/Hold recommendations
  6. Next steps: The One-Pager
Dinner will be provided.
Food Provided

Where

Sage Hall Room 301

Sage Hall, 114 Feeney Way, Ithaca, NY 14853, United States

Hosted By

Parker Center for Investment Research | Website | View More Events

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