top of page

AY21/22 Materials

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

Lesson 00

Introduction to Equity Research & Finance Fundamentals​

  • Introduction to Financial Instruments​

  • Business Life Cycles​

  • Introduction to Bonds​

  • Primary and Secondary Markets​

  • Introduction to Equity Research​

  • Introduction to Financial Statements​​

Abstract Shapes

Lesson 02

Use of Frameworks & Creating a Storyline

  • Business Description & Business Model ​

  • Industry Overview & Competitive Positioning​

  • Frameworks​

  • Creating a Storyline ​

  • Research Platforms and Data Sources​​

Graphic Shapes

Lesson 03

Introduction to Financial Modelling

  • Finance Fundamentals​

  • Introduction to Excel​

  • Formatting for Financial Modelling​

  • Excel Shortcuts​

  • Common Functions & Formulas for Financial Modelling​

  • Structure of a Financial Model​

Graphic Shapes

Lesson 04

Crafting your Thesis and Analysing Investment Risks

  • Crafting your Theses​

    • Creation of Value ​

    • Making Great Storylines​

  • Crafting your Investment Risks​

Rectangle Shapes

Lesson 05

Introduction to Financial Modelling

  • Finance Fundamentals​

  • Introduction to Excel​

  • Formatting for Financial Modelling​

  • Excel Shortcuts​

  • Common Functions & Formulas for Financial Modelling​

  • Structure of a Financial Model​

Bar Chart

Lesson 06

Introduction to Financial Modelling

  • Introduction to Valuation​

  • Valuation Methods​

  • DCF​

Graphic Shapes
bottom of page