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AY23/24
Equity Research 
Materials

Specially curated for members of the SUSS Investment Group, these research materials should not be distributed to members outside the club.

Lesson 01

Introduction to Equity Research & Industry Analysis ​​

  • Introduction to Equity Research​

  • Business Description & Business Model ​

  • Industry Overview & Competitive Positioning​

  • Frameworks​

Lesson 02

Crafting your Thesis​

  • Creating a Storyline ​

  • Research Platforms and Data Sources​​

Lesson 03

Chart Plotting & Formatting

  • Financial Analysis & Ratios

  • Slide Deck Design

  • Chart Plotting and Formatting

Lesson 04

Analyzing Risks, Quantifying ESG, and Forecasting Profit & Loss​

  • Investment Risks

  • ESG Overview & Components

  • ESG & Valuation

  • Creation of Value

Lesson 05

Balance Sheet Projections (Supporting Schedules), and Balancing the Statements

  • Supporting Schedules

  • Interaction between the 3 Financial Statements

Lesson 06

Summary of Equity Research and Valuation

  • Equity Research Report Structure 

  • Overview of Valuation Methods

  • Financial Model Structure

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