Equity Research (1 º Sem 2020/2021)
Readings for Individual Assignments Link
Readings for Assignments Link
- [FAJ] Are Cash Flows Better Stock Return Predictors Than Profits
- [FAJ] Buy-Side vs. Sell-Side Analysts- Earnings Forecasts
- [FAJ] Do Security Analysts Reduce Noise
- [FAJ] Economic Growth and Equity Investing
- [FAJ] How Do Investors Compute the Discount Rate
- [FAJ] Information in the Tails of the Distribution of Analysts- Quarterly Earnings Forecasts
- [FAJ] Is Cash Flow King in Valuations
- [FAJ] Jump on the Post Earnings Announcement Drift
- [FAJ] News vs Sentiment: Predicting Stock Returns from News Stories
- [FAJ] Stick to the Fundamentals and Discover Your Peers
- [FAJ] The Misrepresentation of Earnings
- [FAJ] The Shiller CAPE Ratio A New Look
- [FAJ] Time to Change Your Investment Model
- [FAJ] What Factors Drive Analyst Forecasts
- [FAJ] What Makes Stock Prices Move