Financial Modeling For Equity Research: A Step-by-Step Guide to Earnings Modeling by JOHN MOSCHELLA

Financial Modeling For Equity Research: A Step-by-Step Guide to Earnings Modeling by JOHN MOSCHELLA

Description

Financial Modeling For Equity Research guides readers on the systematic process of creating a financial structure. It comes with sheets aimed to have a comprehensive understanding of general principles and concepts of framework creation. These files can be used as scripts or templates to develop a viable model capable of raking in exponential profits. 

Those readers with little understanding of the area will be equipped with knowledge on how to create a framework and the surrounding practices that equity research entails. In line, readers with prior knowledge will be armed with relatively advanced discussions, including financial statements linkage, future period calibration, and integration of macroeconomic variables into valuation analysis through methods of the equity risk premium and capital asset pricing framework.

This book was written to facilitate the education of business students since forecasting principles and practices are crucial to academic development. In addition to this, the knowledge-driven narrative provides lessons that can help and prepare one for a professional undertaking in the future. Its detailed explanation of equity research is flexible enough for finance, marketing, entrepreneurship, and accounting majors. 

About the Author 

John Moschella is the voice behind the book Financial Modeling for Equity Research. His years of experience in the field of financial analysis are heavily gleaned in the discussions presented in the book. His earliest career is with PricewaterhouseCoopers (PwC), which he pursued after acquiring a BSBA in Finance, MS in Accounting, and MBA from Northeastern University. 

After working with PwC, he rendered service at UBS Investment Bank as Capital Specialist and later on got appointed for Equity Research Associate role. During his tenure, he conducted complex researches and made laudable research findings in the equipment and financial industries. 

Table of Contents 

  • Chapter 1: Introduction to Financial Modeling
  • Chapter 2: Building a Basic Financial Statement Model
  • Chapter 3: Converting to a Tier 2 Earnings Model
  • Chapter 5: Model Calibration and Forecasting
  • Chapter 6: The DFC Inputs (Beta, ERP, CAPM, & WACC)
  • Chapter 7: Discounted Cash Flow Valuation
  • Chapter 8: Market Multiple-Based Valuation
  • Chapter 9: How to Use Your Earnings Model 
  • Appendix 1: Using Regression Analysis to Predict Earnings