CMC Resources
Modeling Resources
Great review of what we did this last semester
High level version but still informative
Strongly recommend memorizing shortcuts
Make modeling so much easier
Great Discounted Cash Flow (DCF) videos
Analysts are required to watch to understand DCF for the fall
Exclude the LBO videos
Explains the Income Statement, Balance Sheet, and Cash Flow Statement
How to Build a Discounted Cash Flow video is a great first video to introduce a DCF
Other Resources
Covered in FNBSLW 472
Must use your UWW to login
Recommend Portfolio Analysts to go over during the fall when they have access to the Bloomberg Terminals
Good way to get introduced to Bloomberg Function
Great overview of FNBSLW 344, 345, and 360
Recommend if not taken the classes listed above
**Portfolio Analysts should prioritize this resource the most**
Certifications that cover various financial topics
Excel Skills for Business
Investment Banking (JPM, Citi, or Bank of America)
Stock Screener
Use Market Cap of less than $2 Billion for small cap stocks
Can also use FactSet Screener as well
List of Books
The Intelligent Investor by Benjamin Graham
One Up on Wall Street by Peter Lynch
Common Stocks and Uncommon Profits by Phillip Fisher
A Random Walk Down Wall Street by Burton Malkiel
Noise & Thinking Fast and Slow by Daniel Kahneman
Too Big To Fail by Andrew Ross Sorkin
Private Equity: The Caesars Palace Coup by Max Frumes and Sujeet Indap
Quality of Earnings by Thorton O’glove