Basics of Equity Research | Full course 2022

Two building blocks

This single video from a finance channel focuses on the first tools of equity research: an industry sheet and a management sheet. Both are working documents that organise what an analyst learns about a sector and about the people running a company.

Why these sheets matter

An industry sheet sets the context, showing how a company compares with its peers and where the sector is heading. A management sheet records who leads the business and how they are judged. Keeping both makes later company work faster, because the background is already in one place.

Using the video

• Build a blank industry sheet for a sector you follow.
• Add a management section and note the leaders' track records.
• Update both when new results or announcements arrive.