The first real-world guide for training equity research analysts—from a Morgan Stanley veteran Addresses the dearth of practical training materials for research analysts in the U.S. and globally Valentine managed a department of 70 analysts and 100 associates at Morgan Stanley and developed new programs for over 500 employees around the globe He will promote the book through his company's extensive outreach capabilities

zlib/no-category/chenjin5.com/证券分析师的最佳实践指南_12937940_18375424.mobi

证券分析师的最佳实践指南 = Best practices for equity research analysts: essentials for buy-side and sell-side analysts

证券分析师的最佳实践指南_12937940

证劵分析师的最佳实践指南

James J CFA author Valentine; CFA James J Valentine

(美)詹姆斯 J.瓦伦丁(James J. Valentine)著 ; 王洋译; 瓦伦丁; 王洋

瓦伦丁 (Valentine, James J.)

by James Valentine

McGraw-Hill School Education Group

Irwin Professional Publishing

China Machine Press

Oracle Press

McGraw Hill

北京:机械工业出版社

McGraw Hill LLC Professional Division, New York, 2011

United States, United States of America

China, People's Republic, China

New York, New York State, 2011

Di 1 ban. 第1版, Beijing, 2012

Bei jing, 2012

1, PS, 2011

Bookmarks: p1 (p1): 引言
p2 (p7): 第一章 你有成为成功证券分析师的素质吗
p3 (p11): 第一部分 掌握组织能力和人际交往技巧
p4 (p12): 第二章 主导优化所覆盖的股票研究领域
p5 (p20): 第三章 优先把时间安排给最有价值的活动
p6 (p36): 第四章 影响他人以完善观点并传达己见
p7 (p44): 第五章 建立并组织一个信息中心
p8 (p59): 第六章 仅适用于买方分析师：卖方价值的最大化
p9 (p69): 第二部分 定性分析
p10 (p71): 第七章 识别影响行业估值和表现的因素
p11 (p83): 第八章 识别并监测影响股票的关键因素
p12 (p107): 第九章 寻找可以持续提供独家观点的信息源
p13 (p124): 第十章 如何在访谈中取得最大收获
p14 (p139): 第三部分 定量分析
p15 (p141): 第十一章 发现具有欺骗性的数字
p16 (p146): 第十二章 统计分析工具及使用
p17 (p165): 第十三章 问卷调查
p18 (p174): 第十四章 通过法务会计发现检疫旗信号
p19 (p192): 第十五章 Microsoft Excel软件与证券分析师工作相关的功能
p20 (p199): 第十六章 建立最佳的财务分析电子表格结构
p21 (p206): 第十七章 建立公司财务模型
p22 (p217): 第十八章 为最重要的关键因素构建情景预测
p23 (p225): 第四部分 掌握估值和挑选股票的实用技巧
p24 (p227): 第十九章 了解常用估值方法的优点和局限性
p25 (p238): 第二十章 战胜挑战，作出卓越的股票投资推荐
p26 (p268): 第二十一章 避免影响良好投资的常见心理误区
p27 (p283): 第二十二章 利用技术分析来补充基本面分析
p28 (p296): 第五部分 传达股票观点，让他人采取行动
p29 (p298): 第二十三章 创建有价值的内容
p30 (p305): 第二十四章 找到最理想的交流渠道
p31 (p309): 第二十五章 表达股票投资推荐的七个关键要素
p32 (p321): 第二十六章 有关最重要的交付渠道的特别注意事项
p33 (p337): 第六部分 作出符合职业道德的决定
p34 (p338): 第二十七章 发现并解决职业道德问题
p35 (p348): 作者简介
p36 (p349): 参考文献

<p>A real-world guide to becoming a top-performing equity analyst</p>
<p>Praise for <i>Best Practices for Equity Research Analysts</i>:</p>
<p><i>"Jim Valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. I</i></p>
<p><i>only wish I had this book by my side throughout my career."</i> — Byron R. Wien, Vice Chairman, Blackstone Advisory Partners LP</p>
<p><i>"Given the fast pace and high-pressure nature of the markets, analysts don't have the luxury to make mistakes. James J. Valentine's Best Practices for Equity Research</i></p>
<p><i>Analysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under a</i></p>
<p><i>mentor. Valentine can be that mentor."</i> — Jami Rubin, Managing Director, Global Investment Research, Goldman Sachs</p>
<p><i>"Jim's book is an excellent window into the world of securities research. Very few works cover the complete life cycle of an analyst and the necessary balance between</i></p>
<p><i>theory and practice. This is one of them."</i> — Juan-Luis Perez, Global Director of Research, Morgan Stanley</p>
<p><i>"Valentine's book doesn’t rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources,</i></p>
<p><i>data, and contacts in order to come up with the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who want to</i></p>
<p><i>develop an edge."</i> — Carl Schweser, Founder of Schweser’s Study Program for the CFA Exam</p>
<p><i>"Best Practices for Equity Research Analysts is by far the best written and most comprehensive book that I have read on how to become a top-notch analyst. I shouldn't be surprised; it was written by one of the best analysts that Wall Street has ever seen. Every securities firm should require their analysts to read this book."</i> — Eli Salzmann, Portfolio Manager</p>
<p>Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have</p>
<p>little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating.</p>
<p>Now, <i>Best Practices for Equity Research Analysts</i> offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know,</p>
<p>providing practical training materials for buyand sell-side research analysis in the United States and globally.</p>
<p>Conveniently organized for use as a learning tool and everyday reference on the job, <i>Best Practices for Equity Research Analysts</i> covers the five primary areas</p>
<p>of the equity research analyst's role:</p>
<ul>
<li>Identifying and monitoring critical factors</li>
<li>Creating and updating financial forecasts</li>
<li>Deriving price targets or a range of targets</li>
<li>Making stock recommendations</li>
<li>Communicating stock ideas</li>
</ul>
<p>Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more.</p>
<p>Without <i>Best Practices for Equity Research Analysts</i>, you're just treading water in the sink-or-swim world of the equity analyst.</p>

A real-world guide to becoming a top-performing equity analyst Praise for "Best Practices for Equity Research Analysts"
""Jim Valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. I only wish I had this book by my side throughout my career."" -- Byron R. Wien, Vice Chairman, Blackstone Advisory Partners LP
""Given the fast pace and high-pressure nature of the markets, analysts don't have the luxury to make mistakes. James J. Valentine's Best Practices for Equity Research Analysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under a mentor. Valentine can be that mentor."" -- Jami Rubin, Managing Director, Global Investment Research, Goldman Sachs
""Jim's book is an excellent window into the world of securities research. Very few works cover the complete life cycle of an analyst and the necessary balance between theory and practice. This is one of them."" -- Juan-Luis Perez, Global Director of Research, Morgan Stanley
""Valentine's book doesn t rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources, data, and contacts in order to come up with the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who want to develop an edge."" -- Carl Schweser, Founder of Schweser s Study Program for the CFA Exam
""Best Practices for Equity Research Analysts is by far the best written and most comprehensive book that I have read on how to become a top-notch analyst. I shouldn't be surprised; it was written by one of the best analysts that Wall Street has ever seen. Every securities firm should require their analysts to read this book."" -- Eli Salzmann, Portfolio Manager
Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating.
Now, "Best Practices for Equity Research Analysts" offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally.
Conveniently organized for use as a learning tool and everyday reference on the job, "Best Practices for Equity Research Analysts" covers the five primary areas of the equity research analyst's role: Identifying and monitoring critical factors Creating and updating financial forecasts Deriving price targets or a range of targets Making stock recommendations Communicating stock ideas
Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more.
Without "Best Practices for Equity Research Analysts," you're just treading water in the sink-or-swim world of the equity analyst."

"Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating. Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally. Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areas of the equity research analyst's role: Identifying and monitoring critical factors ; Creating and updating financial forecasts ; Deriving price targets or a range of targets ; Making stock recommendations ; Communicating stock ideas. Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more. Without Best Practices for Equity Research Analysts, you're just treading water in the sink-or-swim world of the equity analyst."--[Résumé de l'éditeur]

James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buy- and sell-side research analysis in the United States and globally. --from publisher description

本书是作者十多年行业研究员生涯的经验总结.从识别股票行业周期, 如何做股票的盈利预期, 如何掌握影响股票价格的定量及定性因素, 如何进行股票推荐及如何与客戶进行沟通等方面对一个行业研究员在实际工作中所涉及的方方面面均作了完整的阐述.特别是作者通过列表的形式将每一具体内容总结成若干条经验指南, 为从事行业分析的金融分析师提供了一本难得的案头参考

2021-12-18