Description

How analysts develop an established investment thesis and recommendation. Understand the importance of both quantitative and qualitative factors, including the importance of the analyst's valuation and sensitivities, consensus forecasts, potential catalysts, and thesis risks.

Learning Objectives

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1. Identify the process analysts use to generate investment recommendations.
2. Recognize the industry terminology of relative and absolute rating systems.
3. Understanding the importance of new information when developing an investment thesis.
4. Understanding how catalysts impact on an investment recommendations and conviction.
5. The importance and nature of risks to your investment thesis.