FIN 422: Student Managed Investment Fund
Larry Schrenk, Instructor
Equity Reports
Guides:
CFA Institute
CFA Institute Research Challenge
Documents from the CFA Challenge (May require free registration.)
User's Guide, Morningstar Investment Research Center
(WSU has a Morningstar Investment Research Center subscription through the library.)
Standard & Poor’s Equity Research Methodology
Reading a Value Line Research Report
(WSU does not have a Value Line subscription.)
Finding Analyst Reports on LexisNexis Academic
(WSU has a LexisNexis subscription through the library.)
What’s in an Equity Research Report? (Mergers and Inquisitions)
Equity Research Report Writing (WallStreetMojo)
Examples:
Investment Analysis Report Example (Morningstar)
Sample Morningstar Equity Research Reports
GameStop Corp Class A GME (Morningstar)
International Business Machines Corp IBM (Morningstar)
Sample Reports (Financial AnalysisCS™)
Apple (S&P Capital IQ)