Stanton Research Group’s Post

🚀 My Equity Research Journey: 2024 UTS Equity Research Competition Earlier this year, I had the opportunity to participate in the 2024 UTS Equity Research Competition at the UTS Business School / UTS Finance Department, where I conducted an in-depth analysis of Noumi. I was proud to place 4th in the competition, showcasing my ability to deliver detailed research and actionable insights in a highly competitive environment. 🔍 Key Insights · I recommend a Buy rating for Noumi based on its strong growth potential in revenues, driven by increased demand for its flagship products and expansion into new geographic markets. Additionally, the recent appointment of Michael Perich as CEO, along with changes to the board of directors and management, is expected to bring fresh perspectives and enhance strategic execution and operational efficiency, positioning the company for long-term success. · Identified improvements in the 'Big Five' financial metrics as key drivers of the company's future performance and growth potential. · Highlighted large upside potential in share price performance driven by psychological factors influencing market sentiment. 🎓 Lessons Learned While preparing my equity research presentation, I initially debated whether to follow the traditional CFA Research Challenge format. However, I wanted to showcase a unique perspective and storytelling approach. To validate this idea, I sought guidance from my professor and mentor, Amir Armanious, who encouraged me to trust my instincts, saying, "You have nothing to lose." Taking this advice, I crafted a presentation that reflected my personal style and analytical insights. This experience taught me: · The importance of balancing creativity with structure to deliver impactful presentations. · How to think outside the box and challenge conventional approaches in equity research. · Enhanced skills in financial modeling, valuation techniques, and analyzing market trends. Despite catching a cold and experiencing a sore throat the day before the presentation, I persevered and delivered as much of my investment thesis as possible to a finance-savvy audience of students and the academic expert Leonardo Fernández in a professional setting. Although I was only able to complete half of the presentation, this experience taught me the importance of adaptability and resilience when faced with unexpected challenges. 📄 See the Full Presentation attached below: #EquityResearch #InvestmentAnalysis #FinanceCompetitions #StockMarket

📢 Introducing the Stanton Research Group We are excited to announce the establishment of Stanton Research Group, a premier student-run organization dedicated to advancing financial knowledge and analytical skills among emerging finance professionals. Our mission is to empower students through rigorous equity research, sophisticated financial modeling, and comprehensive market analysis. 🌟 Our Focus: Conducting thorough market analysis and stock valuation Developing and refining advanced financial models Fostering a collaborative and intellectually stimulating environment for students 💼 Who We Are: A committed group of students driven by a passion for finance and a dedication to excellence. Our team is characterized by analytical rigor, intellectual curiosity, and a commitment to making meaningful contributions to the field of equity research. 🚀 Join Our Journey: We invite students eager to enhance their financial expertise and professionals interested in mentoring the next generation of analysts to connect with us. Together, we can achieve significant insights and foster a deeper understanding of financial markets. Follow our page for updates, research insights, and opportunities to engage with our work. Let’s advance the future of finance together. #EquityResearch #FinancialModeling #MarketAnalysis #StantonResearchGroup #Finance #StudentDevelopment #ProfessionalGrowth #FinancialAnalysis

At Newton, we put our research into action. 🎬 Vivek Gautam, CFA, research analyst, spent an afternoon visiting a global information services company to understand the products it is building and learn how it helps its clients make decisions, reduce fraud and improve sales. Learn more about Newton’s multidimensional research team and philosophy 👉 https://bit.ly/4fj8U5T #InvestmentResearch #ResearchInAction

For our “Theory Meet Practice” series we asked institutional investors which questions about #sustainableinvesting they would like academic researchers to address. Here’s what they told us: https://lnkd.in/d4gAqnJN

Last Chance to Book! 🚨 Join us for an insightful webinar, 'Systematically Evaluating a Systematic Manager' with Mamdouh Medhat, PhD, Senior Researcher at Dimensional Fund Advisors. 📅 Date: Tuesday, 2nd July 2024 In this session, you'll learn: 🔹 What systematic investing is and how to incorporate it into your strategies. 🔹 The role systematic managers play in asset allocation to capture premiums, provide diversification, and reduce costs. 🔹 How to effectively evaluate systematic managers before and after hiring. Book your place now 👉 https://lnkd.in/eh_4Y_gt Don't miss this opportunity to enhance your investing knowledge! #Webinar #Investing #SystematicInvesting

It such a wonderful experience working & collaborating with everyone at Smith Equity Research! I am proud of everyones research. Looking foward to seeing more research from this and upcoming semesters! Feel free to ask me any questions about my research enclosed on this report!

Man A: Equity Research Analyst Man B: Any other profession Man B asked bro you seem to have lot of patience…why is that so? Man A: Laugh’s a bit.. Bro in result season i attend 2 earnings call atleast everyday… Man B: So? Man A: Earnings call are usually of 1hr you get only 1 minute around to speak and remaining 59 minutes you just listen! Above that your 1 minute may come after 39 minutes 😅 So naturally it turned out -Improved listening skills😃 -Keep Patience wait for your turn😄 Happy earnings call! Together we learn! #Equityresearch #Sharemarket #Finance #Students

New Institute for Private Capital research, call for paper submissions, and fall event announcements - all this and more in our May newsletter. If you missed it, you can catch up at the link below, or get in touch to be added to our mailing list. - with Gregory Brown at UNC Kenan-Flagler Business School #privateequity #realassets #hedgefunds #alternativeinvestments

If you’re looking to get started in Equity Research, focus on honing your research skills, keeping up with market trends, and developing a solid foundation in financial modeling. Building a strong profile in equity research takes more than just academic knowledge. It requires a deep understanding of the markets, analytical skills, and the ability to make data-driven decisions. Whether you’re just starting out or looking to enhance your profile, the right experience and mindset will set you apart.   #EquityResearch #FinanceCareers #MarketAnalysis #CareerDevelopment #ProfessionalGrowth #FinancialModeling #AswiniBajaj #MentorForLife #InvestInYourself

The lads and I were in the pub on Sunday, and the topic again turned to a 2017 research paper called "Macroeconomic Conditions and Private Equity Fund Returns—A Swiss Perspective" by Daniel Steger. According to my mate Dave, “This research is a compelling reminder of the intertwined nature of macroeconomic conditions and private equity performance. It highlights the need for investors to consider broader economic trends when assessing potential investments. Moreover, understanding these dynamics can provide invaluable insights for strategizing and forecasting in the private equity sector. The findings, robust across various sample periods, align with previous research and add a nuanced layer to our comprehension of how macroeconomics shapes investment outcomes.” Steve angrily disagreed, saying that  “Private equity firms look for companies having multiple avenues of growth, including exploring new markets, new locations, sales strategies, customer acquisition strategies, etc. They assess the company’s growth potential by reviewing factors like customer base, past successes, and the size of current and potential markets.” He also reminded Dave that it was his round… Luckily, I had a copy of Jason Warner, CFA's recent case study in my pocket and was able to defuse the situation by showing them that they were BOTH right. “Macrobond has sharpened our insights into the macroeconomic drivers and landscape that affect our investment prospects. Using Macrobond’s data, we can deepen our analysis and gain greater clarity on how likely a company is to achieve their long-term goals.” He also noted that Macrobond can be deployed both as part of market due diligence in the investment process and in helping portfolio companies achieve their full potential. Links to Jason's full case study in the comments Macrobond #PrivateEquity #Macroeconomics #InvestmentInsights #SwissPerspective #EconomicTrends #InvestmentStrategy #Macrobond #MarketAnalysis #GrowthPotential #DueDiligence #FinancialResearch #InvestmentOutcomes #PubDebates