20 Best Books For Equity Research (2023 Update)

This book offers promising equity research analysts a practical curriculum for mastering their profession. james j. valentine, a former morgan stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the united states and globally.

Whether you're a professional investor or just want to trade like one, buy high, sell higher will show you how to pick winners, maximize gains and minimize losses… in this book, you'll learn how a stock's price is just the beginning of the story, and that other indicators like moving averages and volume can help you to spot stocks that have momentum. you'll also learn how to determine the optimal moment to buy a stock, when to sell it, how to protect yourself against sudden reversals in the market, and how to capitalize on moments when other investors are retreating.what's the best month to buy tech stocks? to sell an energy asset? and what is the one-day of the year that you should never, ever trade on? answers to these and other questions are just some of the insights that joe terranova shares in buy high, sell higher. terranova is a series regular on cnbc's fast money and the chief market strategist for virtus investment partners, a firm with over $25 billion in assets under management. prior to joining virtus, he spent 18 years at mbf clearing corp., where he was the director of trading and managed more than 300 traders. and as viewers of cnbc's fast money know, joe is a master at demystifying the forces that drive today's markets. so why not let him show you how to use telltale signs to spot investments that are poised for lift-off.

Ten leading private investors share their secrets to maximum profitability in the masters of private equity and venture capital, the pioneers of the industry share the investing and management wisdom they have gained by investing in and transforming their portfolio companies. based on original interviews conducted by the authors, this book is filled with colorful stories on the subjects that most matter to the high-level investor, such as selecting and working with management, pioneering new markets, adding value through operational improvements, applying private equity principles to non-profits, and much more.

Why this book? this book spans the void between the abstract theoretical treatment of equity valuation and the practical problem of valuing an actual company using real-world data.

The bogleheads’ guide to investing is a slightly irreverent, straightforward guide to investing for everyone. the book offers sound, practical advice, no matter what your age or net worth. bottomline, become a boglehead and prosper! originally just the chat-line ruminations of boglehead founder taylor larimore, and morningstar forum leading cohorts mel lindauer and michael leboeuf, their trusted advice has been brewed and distilled into an easy-to-use, need-to-know, no frills guide to building up your own financial well-being – so you can worry less and profit more from the investments you make. invest like a boglehead, and let their grassroots investment wisdom guide you down the path of long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders. if you face a financial crisis or problem, or simply want to know what is prudent to do with the money you save, the bogleheads will have the answers you need to help you gain your financial footing and keep it.

This book describes an equity research approach which combines principles of value investing with domain specific expertise in the technology industry. the book also provides an overview of the financial services industry and the different types of conflicts of interest that drive market participants toward objectives that may not be aligned with those of the individual investor. the book describes an equity research process that i have followed throughout my career as a financial analyst, and shows that equity research is difficult not just for the technical skills involved but also due to behavioral issues that one has to deal with quite frequently when it comes to investing. equity research takes a lot of work – much more than an individual investor is likely to be able to commit given that her main profession is probably something other than investing. a central message of the book is for the individual investor to find an independent investment manager who she can trust to pursue an investment strategy that is aligned with her goals.

This book describes an equity research approach which combines principles of value investing with domain specific expertise in the technology industry. the book also provides an overview of the financial services industry and the different types of conflicts of interest that drive market participants toward objectives that may not be aligned with those of the individual investor. the book describes an equity research process that i have followed throughout my career as a financial analyst, and shows that equity research is difficult not just for the technical skills involved but also due to behavioral issues that one has to deal with quite frequently when it comes to investing. equity research takes a lot of work – much more than an individual investor is likely to be able to commit given that her main profession is probably something other than investing. a central message of the book is for the individual investor to find an independent investment manager who she can trust to pursue an investment strategy that is aligned with her goals.

A practical guide for achieving equitable outcomes from equity talk to equity walk offers practical guidance on the design and application of campus change strategies for achieving equitable outcomes. drawing from campus-based research projects sponsored by the association of american colleges and universities and the center for urban education at the university of southern california, this invaluable resource provides real-world steps that reinforce primary elements for examining equity in student achievement, while challenging educators to specifically focus on racial equity as a critical lens for institutional and systemic change. colleges and universities have placed greater emphasis on education equity in recent years. acknowledging the changing realities and increasing demands placed on contemporary postsecondary education, this book meets educators where they are and offers an effective design framework for what it means to move beyond equity being a buzzword in higher education. central concepts and key points are illustrated through campus examples. this indispensable guide presents academic administrators and staff with advice on building an equity-minded campus culture, aligning strategic priorities and institutional missions to advance equity, understanding equity-minded data analysis, developing campus strategies for making excellence inclusive, and moving from a first-generation equity educator to an equity-minded practitioner. from equity talk to equity walk: a guide for campus-based leadership and practice is a vital wealth of information for college and university presidents and provosts, academic and student affairs professionals, faculty, and practitioners who seek to dismantle institutional barriers that stand in the way of achieving equity, specifically racial equity to achieve equitable outcomes in higher education.

From the author: this is not another boring, impossible to read, thousand-page textbook. on the contrary, this is an exciting journey into the world of wall street-style financial modeling. the motivation behind this book comes from my days as a new research analyst, trying to juggle the demands of 80-plus hour work weeks, finra exams, and client meetings, while attempting to learn the basics of modeling. at the time i sought outside educational resources only to find useless classes focused on spreadsheet tricks, or high-level theory-based books with little practical value. what i really needed was someone to sit down, and show me exactly how to build a model, using a real company as an example, from start to finish. now, years after leaving the sell-side rat race, i have written the book that i sought when i was new to the street. the result is a clear, concise, easy to read guide on how to build a three-statement model. the book starts with an introduction to the industry and important background information for new analysts. then, beginning with a blank spreadsheet, the text demonstrates exactly how to build a model using an actual company example. throughout the chapters there are numerous images of the model which highlight key elements, as if i were pointing to a computer screen and explaining it directly to the reader. there are also more than 30 spreadsheets available for download to follow along with the text. after the model is built, i discuss effective ways to use it for forecasting and share valuation, and demonstrate how to maintain the model over time. i have also included insight from my experience in research, pitfalls to watch for, and frequently asked questions from my research team, to help add color to the subject matter. this book is a self-published, grassroots effort. you will not find a shiny professional cover or expert photographs inside. this book is less what you would expect from a traditional textbook, and closer to an informal conversation between me and the reader. sometimes all you need is to talk to someone who has been there, and that is what you will get between these two covers. ultimately the goal is to have my readers come away from their experience feeling empowered and excited to build an earnings model of their own.

This book focuses on the creative and transformative work of scholars who are advancing social justice through science/stem education with limited resources. it draws attention to the significant body of work being conducted in various contexts so that readers could reflect and appreciate how much broader and transformative our impact could be if funding agencies, policy makers, and other researchers would widen their perspective and seek to promote social justice-driven scholarship. public funding for stem research on k-12 and teacher education that targets special populations is often limited and tends to favor mainstream research. this book contains case studies on innovative and promising stem research with a focus on equity, diversity and social justice that are funded with limited or no public funding. it also presents anecdotes from authors in relation to their struggles in either securing funding for their reported study or seeking to publish its findings. this provides more context to the challenges of conducting non-mainstream research in science/stem education. most of the contributors are scholars of color and/or women conducting research with traditionally marginalized populations in science/stem. thus, this book offers an additional venue to share the voices of marginalized scholars and allies seeking to broaden our understanding of the challenges and successes of promoting equity, diversity, and social justice in various educational contexts.

Navigate equity investments and asset valuation with confidence equity asset valuation, fourth edition blends theory and practice to paint an accurate, informative picture of the equity asset world. the most comprehensive resource on the market, this text supplements your studies for the third step in the three-level cfa certification program by integrating both accounting and finance concepts to explore a collection of valuation models and challenge you to determine which models are most appropriate for certain companies and circumstances. detailed learning outcome statements help you navigate your way through the content, which covers a wide range of topics, including how an analyst approaches the equity valuation process, the basic ddm, the derivation of the required rate of return within the context of markowitz and sharpe's modern portfolio theory, and more.

The definitive guide to cbpr concepts and practice, updated and expanded community-based participatory research for health: advancing health and social equity provides a comprehensive reference for this rapidly growing field in participatory and community-engaged research. hailed as effective by the centers for disease control and prevention, cbpr and cenr represent the link between researchers and community and lead to improved public health outcomes. this book provides practitioner-focused guidance on cbpr and cenr to help public health professionals, students, and practitioners from multiple other clinical, planning, education, social work, and social science fields to successfully work towards social and health equity. with a majority of new chapters, the book provides a thorough overview of cbpr history, theories of action and participatory research, emerging trends of knowledge democracy, and promising practices. drawn from a ten-year research effort, this new material is organized around the cbpr conceptual model, illustrating the importance of social context, promising partnering practices, and the added value of community and other stakeholder engagement for intervention development and research design. partnership evaluation, measures, and outcomes are highlighted, with a revised section on policy outcomes, including global health case studies. for the first time, this updated edition also includes access to the companion website, featuring lecture slides of conceptual and partnership evaluation-focused chapters, with resources from appendices to help bring cbpr concepts and practices directly into the classroom. proven effective year after year, cbpr has become a critically important framework for public health, and this book provides clear reference for all aspects of the practice. readers will: examine the latest research on cpbr, and incorporate new insights into practice understand the history and theoretical basis of cpbr, and why it has been so effective reflect on critical issues of racism, power, and privilege; trust development; ethical practice within and beyond irbs; and cultural humility learn new partnership evaluation and collective reflection strategies, including measures and metrics, to enhance their own practice for improved health and social equity outcomes

Health equity: a solutions-focused approach is a comprehensive textbook that illustrates existing conditions of health disparities across a range of populations in the united states, positions those disparities within the broader sociopolitical framework that leads to their existence, and most importantly, presents specific ways in which health equity solutions can be designed and implemented. presenting current theoretical foundations, cultural context, and evidence-based models and interventions all in one, this textbook provides students with the basis to achieve greater health equity in their communities. edited by award-winning authors and featuring contributions from diverse experts in public health, sociology, psychology, and medicine, this groundbreaking text goes beyond a traditional approach to risk factors and disparities and emphasizes the central role that health equity initiatives must play in public health research and practice. – the book is divided into three sections, with section i focusing on providing the context of health equity research and practice. chapters are structured in such a way that both new and experienced students in the field will develop a deeper understanding of topics such as prejudice and discrimination; frameworks and theories; and research and collaboration approaches. section ii addresses the current knowledge of specific populations impacted by issues related to health equity, including african american, latinx and hispanic, asian, american indian and alaska native, native hawaiian and pacific islander, lgbtq, veteran, people with disabilities, and many more. authored or co-authored by members of the community being discussed, each of these chapters summarizes how health disparities impact the group, ongoing population-specific models of disparities and equity, emerging programs for achieving health equity, coverage of the most relevant aspects of intersectionality, and concluding exercises such as case studies and current events. section iii then highlights the role of cultural humility in achieving health equity. with its solutions-focused and community-affirming approach, health equity provides graduate and undergraduate students of public health with evidence-based models to help advance health through diversity, inclusion, and social justice. – key features: origins and theories – discusses the sociocultural and political origins of health disparities and the major theories that underlie an understanding of health equity – solutions-focused – describes emerging models and gives best practices in designing new programs – diverse population coverage – provides historical context, sociocultural dynamics, and population-specific evidence-based programs from the voices of the communities being discussed – intersectionality perspective – highlights the role that overlapping and interdependent identities play in promoting health equity and the interventions that build from this perspective – case studies and real-world examples – demonstrates how to apply health equity improvement approaches in different contextse – book access -included with print purchase for use on most mobile devices or computers – instructor's packet – with an instructor's manual, power – point slides, test bank, and a sample syllabus

This book is for anyone who is challenged or troubled by the substantial disparities in college participation, persistence, and completion among racial and ethnic groups in the united states. as codirectors of the center for urban education (cue) at the university of southern california, coauthors alicia dowd and estela bensimon draw on their experience conducting cue’s equity scorecard, a comprehensive action research process that has been implemented at over 40 colleges and universities in the united states. they demonstrate what educators need to know and do to take an active role in racial equity work on their own campuses. through case studies of college faculty, administrators, and student affairs professionals engaged in inquiry using the equity scorecard, the book clarifies the “muddled conversation” that colleges and universities are having about equity. synthesizing equity standards based on three theories of justice—justice as fairness, justice as care, and justice as transformation—the authors provide strategies for enacting equity in practice on college campuses. engaging the "race question" illustrates how practitioner inquiry can be used to address the “race question” with wisdom and calls on college leaders and educators to change the policies and practices that perpetuate institutional and structural racism—and provides a blueprint for doing so. book features: provides concrete examples of policy and practice for improving equity in postsecondary education. examines the role of individuals and groups in the change process. includes examples of action research tools from the equity scorecard. offers strategies for professional development and organizational change.

-the definitive guide to private equity for investors, finance professionals, managers and business owners. mastering private equity: growth via venture capital, minority investments & buyoutspresents a valuable on-demand tool and unique handbook for investors, finance professionals, managers and business owners looking to engage with private equity or venture firms. the book distills the essence of private equity into core concepts ranging from fundraising over investment process execution to institutional investors building and managing a private equity fund portfolio, always referring to standard market practice across all steps of the private equity life cycle. the book is complimented by private equity in action: case studies from developed and emerging markets, an insead case book which provides rich, real-life applications of these core concepts. the complexity of the private equity model continues to confuse industry outsiders, with the success of the industry often attributed either to a mystical -secret sauce- or a ruthless approach to cost cutting and asset stripping. in the authors' experience, however, the competitive advantage of private equity comes from the diligent application of best practices, as described in this book, a corporate governance model which provides alignment of interest among managers and owners, a keen focus on major drivers of risk and opportunity and, above all, a lot of hard work. this book provides a comprehensive, unbiased guide to investing market practices, enabling its readers to better understand the inner workings of the private equity model. it can equally serve as a standard introduction for investment professionals new to the field, as a reference book for specific steps along the investment process, or as a comprehensive overview of the mechanics of private equity to students of alternative investing. each diligently researched and concisely presented chapter focuses on one specific aspect of private equity and is complemented by a comment from a guest author, all of whom are seasoned private equity and venture capital professionals or founding partners of established funds. the team of experienced authors ensures the right balance of academic rigor and industry relevancy, given their experience in the world of alternative investments and their regular engagement with both pe investors and the fund managers themselves. the chapters and case studies have been refined through in-class discussion at one of the world's preeminent business schools, insead, and bolstered by the research engine of the global private equity initiative (gpei), a leading private equity research institution—

Think of yourself as an educational architect by tapping into the power of action research, you can improve overall student performance, eliminate achievement gaps, and enhance your own efficacy and morale. in the third edition of this bestselling guidebook, you’ll find: new insights on how to use reflective practice, qualitative and quantitative methods, and culturally responsive teaching to improve the success of all students a field-tested, four-stage action research process to lead you from brainstorming to breakthrough illustrative examples, charts, handouts, worksheets, and sample action research reports to demystify and simplify the action research process

Get an insider's edge to starting your career as an equity research analyst do you want to get a job in the asset management industry, analyzing stocks or managing portfolios? it is a highly competitive process, with hundreds of university graduates, mba students, and others trying to get into the industry every year, but not many available positions. how do you go about convincing a company to give you a job? what will the interviews by like and how should you prepare? should you apply for sell-side research roles as well as buy-side ones? what are the real differences between the buy and sell side? this book, written by an experienced equity research analyst, will answer these questions and more. it will guide you every step along the way, from choosing which companies to target, to mastering the specialized interview process, so that you can stand out from the pack. it includes: an overview of the asset management industry, also known as the "buy side". description of the role of the equity research analyst, including a comparison of the buy side and sell side jobs. tips on preparing a great resume and cover letter. details about all the most common interview types you are likely to encounter, and how best to prepare for them. advice on how to be successful once you start your career as an equity research analyst.

Research methods for social justice and equity in education offers researchers a full understanding of very important concepts, showing how they can be used a means to develop practical strategies for undertaking research that makes a difference to the lives of marginalised and disadvantaged learners. it explores different conceptualisations of social justice and equity, and leads the reader through a discussion of what their implications are for undertaking educational research that is both moral and ethical and how it can be enacted in the context of their chosen research method and a variety of others, both well-known and more innovative. the authors draw on real, practical examples from a range of educational contexts, including early childhood, special and inclusive education and adult education, and cultures located in both western and developing nations in order to exemplify how researchers can use methods which contribute to the creation of more equitable education systems. in this way, the authors provide a global perspective of the contrasting and creative ways in which researchers reflect on and integrate principles of social justice in their methods and their methodological decision making.it encourages the reader to think critically about their own research by asking key questions, such as: what contribution can research for equity and social justice make to new and emerging methods and methodologies? and how can researchers implement socially just research methods from a position of power? this book concludes by proposing a range of methods and methodologies which researchers can use to challenge inequality and work towards social justice, offering a springboard from which they can further their own studies.

A real-world guide to becoming a top-performing equity analyst praise for best practices for equity research analysts: "jim valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. i only wish i had this book by my side throughout my career." — byron r. wien, vice chairman, blackstone advisory partners lp "given the fast pace and high-pressure nature of the markets, analysts don't have the luxury to make mistakes. james j. valentine's best practices for equity research analysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under a mentor. valentine can be that mentor." — jami rubin, managing director, global investment research, goldman sachs "jim's book is an excellent window into the world of securities research. very few works cover the complete life cycle of an analyst and the necessary balance between theory and practice. this is one of them." — juan-luis perez, global director of research, morgan stanley "valentine's book doesn’t rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources, data, and contacts in order to come up with the best stock picks. this book is required reading for beginning analysts and a must-read for all analysts who want to develop an edge." — carl schweser, founder of schweser’s study program for the cfa exam "best practices for equity research analysts is by far the best written and most comprehensive book that i have read on how to become a top-notch analyst. i shouldn't be surprised; it was written by one of the best analysts that wall street has ever seen. every securities firm should require their analysts to read this book." — eli salzmann, portfolio manager most equity research analysts learn their trade on the job by apprenticing under a senior analyst. however, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating. now, best practices for equity research analysts offers promising equity research analysts a practical curriculum for mastering their profession. james j. valentine, a former morgan stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the united states and globally. conveniently organized for use as a learning tool and everyday reference on the job, best practices for equity research analysts covers the five primary areas of the equity research analyst's role: identifying and monitoring critical factors creating and updating financial forecasts deriving price targets or a range of targets making stock recommendations communicating stock ideas expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. you'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more. without best practices for equity research analysts, you're just treading water in the sink-or-swim world of the equity analyst.

An incisive case study of changemaking in action, stuck improving analyzes the complex process of racial equity reform within k-12 schools. irby emphasizes that racial equity is dynamic, shifting both as our emerging racial consciousness evolves and as racism asserts itself anew. those who accept the challenge of reform find themselves "stuck improving," caught in a perpetual dilemma of both making progress and finding ever more progress to make. rather than seeing it as a failure, irby embraces being stuck as an inextricable part of the improvement process. stuck improving offers a clear-eyed accounting of school-improvement practices, including data-driven instructional approaches, teacher cultural competency, and inquiry-based leadership strategies. this timely work contributes both to the practical efforts of equity-minded school leaders and to a deeper understanding of what the work of racial equity improvement truly entails. "stuck improving is a book that is useful to practitioners and scholars alike, and it is just what the field needs: a practical guide for how to grow equity capacity in organizations at every level. this is a field-shifting book." –muhammad khalifa, professor of educational administration, the ohio state university, and president/ceo, culturally responsive school leadership "i have long been a fan of decoteau irby's work in the areas of equity and dignity for communities, families, and students of color. in stuck improving, he looks at the other side of equity–that of those who work to ensure it. with tremendous implications on research and practice, irby offers a useful framework for racial equity improvement for those on the 'frontlines' of equity to become 'unstuck.'" –noelle w. arnold, senior associate dean, the ohio state university decoteau j. irby is an associate professor in the department of educational policy studies at the university of illinois at chicago. h. richard milner iv is the cornelius vanderbilt endowed chair of education at vanderbilt university, as well as the editor for the race and education series.