NBA 4120

Last Updated

  • Schedule of Classes - June 22, 2015 4:42PM EDT
  • Course Catalog - June 11, 2015 6:21PM EDT

NBA 4120
Equity Investment Research and Analysis

Course information provided by the 2014-2015 Catalog.

NBA 4120 is an introduction to the theory and practice of equity research and is similar to that provided to aspiring analysts, as apprentices, in buy-side investment firms. The course provides a comprehensive framework for analyzing equity securities and developing formal target prices and BUY/SELL/HOLD recommendations. Students define an industry to study and prepare an "industry review." Students analyze in detail one stock in that industry. Topics include the research process, analysis strategies and valuation techniques. Detailed feedback on draft reports is provided. Students should be prepared to conduct rigorous, creative research based upon their own work and insights. Class is taught in a hybrid format composed of in-class and online lectures, in-class workshops, guest speakers, reading assignments, student presentations and investment conference calls. Limit is 30 students. Permission of instructor required. Contact Scott Stewart (sds58@cornell.edu) for more information and approval to enroll.


When Offered Spring.

Comments Enrollment limited to: Non-Johnson School students only.

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  • 16468 NBA 4120   LEC 001

  • Instruction Mode: In Person

    Permission of instructor required. Contact Scott Stewart (sds58@cornell.edu) for approval to enroll. Add/Drop Dates: Non-Johnson Students ONLY: January 13th at 8:00am to February 4th at 4:00pm. You may add or drop a first-half class after February 4th with permission of the faculty. A late fee of $100.00 will be charged for each add or drop transaction. If you are dropping after March 18th you will also receive a "W" on your transcript in addition to the late fees.

    Department Consent Required (Add)