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Bekhruzbek Ochilov, ACSI, IGCAP
In this 1-hour long project-based course, you will learn how to rank stocks based on company performance and the value of the stock. This will teach you to do the proper "stock picking" among a series of given stocks, which is an essential skill for any equity research analyst.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not constitute an offer to perform any operations in the regulated or unregulated financial market.
Register for this course and see more details by visiting:
OpenCourser.com/course/ovqgz3/screening
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Teaches fundamental concepts in financial research, such as company performance and stock valuation
Helps learners develop a core skill for equity research analysts: stock picking
Provides hands-on experience through project-based learning
Has a clear focus on company performance and stock valuation
Taught by qualified instructors: Bekhruzbek Ochilov, ACSI, IGCAP
Emphasizes the importance of strong financial skills for equity research analysts
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Save Screening Stocks for Investment to your list so you can find it easily later:
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Reviews summary
Stock analyst basics course
This practical, hands-on course teaches you how to rank stocks to identify good options among a group of stocks. It’s a valuable skill for equity research analysts who want to learn how to select companies for long-term growth.
Easy to understand, step-by-step guidance.
"Very easy to understand and guided step to step exploration. I had fun doing it."
"A straightforward yet insightful course in which I was able to understand how to interpret basic financial notions, and allowed concepts that I've learned in school to be put into practice."
A practical guide to choosing stocks.
"In this 1-hour long project-based course, you will learn how to rank stocks based on company performance and the value of the stock."
"This will teach you to do the proper "stock picking" among a series of given stocks, which is an essential skill for any equity research analyst."
Designed for learners based in North America.
"Note: This course works best for learners who are based in the North America region."
Limited explanation of metrics and ratios.
"What a waste of time! Lots of calculations but barely any profound explanation on the metrics themselves."
"I would like to know why the instructor chose the stocks used in the project."
"Would it be more beneficial to compare stocks that are in the same industry? Also more explanation on the meaning of the ratios would be nice."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Screening Stocks for Investment with these
activities:
Review basic principles of finance and accounting
Show steps
Strengthen your foundation in finance and accounting to support your understanding of stock selection.
Show steps
-
Review textbooks or online resources on finance and accounting.
-
Practice solving problems related to financial statements and valuation.
Form a study group with classmates
Show steps
Collaborate with classmates to enhance your understanding of course concepts.
Show steps
-
Identify classmates with similar interests and goals.
-
Establish regular meeting times and study sessions.
-
Review course materials and work together to solve problems.
Follow tutorials on stock valuation techniques
Show steps
Enhance your understanding of stock valuation techniques through guided tutorials.
Show steps
-
Identify reputable sources for stock valuation tutorials.
-
Select tutorials that cover the topics outlined in the course.
-
Follow the tutorials and apply the techniques to real-world examples.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Develop a data model for stock selection
Show steps
Develop a data model for selecting stocks based on the parameters outlined in the course.
Show steps
-
Identify the key financial indicators used in stock selection.
-
Determine the data sources for these indicators.
-
Create a data model that integrates these indicators.
-
Validate the data model using historical data.
Create a resource compilation for stock selection
Show steps
Organize and curate relevant resources for effective stock selection.
Show steps
-
Identify and collect useful articles, websites, and tools related to stock selection.
-
Organize and categorize the resources based on topics or themes.
-
Create a presentation or document to showcase the compiled resources.
Mentor junior equity research analysts
Show steps
Share your knowledge and skills by mentoring junior analysts.
Show steps
-
Identify opportunities to share your expertise.
-
Develop a structured mentoring plan.
-
Provide guidance and support to mentees.
Contribute to open-source projects related to stock analysis
Show steps
Gain practical experience by contributing to open-source projects in the field of stock analysis.
Show steps
-
Identify open-source projects related to stock analysis.
-
Study the codebase and understand the project's goals.
-
Make meaningful contributions to the project.
-
Collaborate with other contributors and maintain high-quality standards.
Review basic principles of finance and accounting
Show steps
Strengthen your foundation in finance and accounting to support your understanding of stock selection.
Show steps
Show steps
Show steps
- Review textbooks or online resources on finance and accounting.
- Practice solving problems related to financial statements and valuation.
Form a study group with classmates
Show steps
Collaborate with classmates to enhance your understanding of course concepts.
Show steps
Show steps
Show steps
- Identify classmates with similar interests and goals.
- Establish regular meeting times and study sessions.
- Review course materials and work together to solve problems.
Follow tutorials on stock valuation techniques
Show steps
Enhance your understanding of stock valuation techniques through guided tutorials.
Show steps
Show steps
Show steps
- Identify reputable sources for stock valuation tutorials.
- Select tutorials that cover the topics outlined in the course.
- Follow the tutorials and apply the techniques to real-world examples.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Develop a data model for stock selection
Show steps
Develop a data model for selecting stocks based on the parameters outlined in the course.
Show steps
Show steps
Show steps
- Identify the key financial indicators used in stock selection.
- Determine the data sources for these indicators.
- Create a data model that integrates these indicators.
- Validate the data model using historical data.
Create a resource compilation for stock selection
Show steps
Organize and curate relevant resources for effective stock selection.
Show steps
Show steps
Show steps
- Identify and collect useful articles, websites, and tools related to stock selection.
- Organize and categorize the resources based on topics or themes.
- Create a presentation or document to showcase the compiled resources.
Mentor junior equity research analysts
Show steps
Share your knowledge and skills by mentoring junior analysts.
Show steps
Show steps
Show steps
- Identify opportunities to share your expertise.
- Develop a structured mentoring plan.
- Provide guidance and support to mentees.
Contribute to open-source projects related to stock analysis
Show steps
Gain practical experience by contributing to open-source projects in the field of stock analysis.
Show steps
Show steps
Show steps
- Identify open-source projects related to stock analysis.
- Study the codebase and understand the project's goals.
- Make meaningful contributions to the project.
- Collaborate with other contributors and maintain high-quality standards.
Career center
Learners who complete Screening Stocks for Investment will develop knowledge and skills
that may be useful to these careers:
Data Analyst
Data Analyst
Data Analysts are responsible for collecting, analyzing, and interpreting data to help companies make informed decisions. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Data Analyst. The course will also help you to develop the data analysis and visualization skills that are necessary for success in this role.
Risk Analyst
Risk Analyst
Risk Analysts are responsible for identifying, assessing, and mitigating risks for companies. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Risk Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Portfolio Manager
Portfolio Manager
Portfolio Managers are responsible for managing investment portfolios for clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Portfolio Manager. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Financial Consultant
Financial Consultant
Financial Consultants are responsible for providing financial advice and services to clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Financial Consultant. The course will also help you to develop the financial planning and investment management skills that are necessary for success in this role.
Fund Manager
Fund Manager
Fund Managers are responsible for managing investment funds for clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Fund Manager. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Financial Advisor
Financial Advisor
Financial Advisors are responsible for providing financial advice to clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Financial Advisor. The course will also help you to develop the financial planning and investment management skills that are necessary for success in this role.
Equity Research Analyst
Equity Research Analyst
Equity Research Analysts are responsible for providing research and analysis on companies and their stocks to investors. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Equity Research Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Investment Manager
Investment Manager
Investment Managers are responsible for managing investment portfolios for clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Investment Manager. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Research Analyst
Research Analyst
Research Analysts are responsible for providing research and analysis on companies and their stocks to investors. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Research Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Investment Banking Analyst
Investment Banking Analyst
Investment Banking Analysts are responsible for analyzing companies and their stocks. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Investment Banking Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Compliance Analyst
Compliance Analyst
Compliance Analysts are responsible for ensuring that companies comply with all applicable laws and regulations. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Compliance Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Venture Capital Analyst
Venture Capital Analyst
Venture Capital Analysts are responsible for evaluating and analyzing venture capital investments. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Venture Capital Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Private Equity Analyst
Private Equity Analyst
Private Equity Analysts are responsible for evaluating and analyzing private equity investments. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Private Equity Analyst. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Asset Manager
Asset Manager
Asset Managers are responsible for managing investment portfolios for clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Asset Manager. The course will also help you to develop the financial modeling and valuation skills that are necessary for success in this role.
Investment Specialist
Investment Specialist
Investment Specialists are responsible for providing investment advice and services to clients. This course will teach you how to rank stocks based on company performance and the value of the stock, which is an essential skill for any Investment Specialist. The course will also help you to develop the financial planning and investment management skills that are necessary for success in this role.
For more career information including salaries, visit:
OpenCourser.com/course/ovqgz3/screening
Reading list
We've selected 11 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Screening Stocks for Investment.
This classic book must-read for anyone interested in value investing. It provides a comprehensive overview of the principles of value investing and how to apply them to your own portfolio. A well-known classic, it widely referenced book for professionals.
This classic text provides a comprehensive overview of the techniques and principles of security analysis. It valuable resource for both individual investors and professional analysts. This common academic textbook on the topic.
This concise book provides a clear and concise overview of the principles of value investing. It great resource for beginners who want to learn more about this investment strategy.
Provides a practical guide to the tools and techniques used in value investing. It valuable resource for anyone who wants to learn more about this investment strategy.
Save
Provides a step-by-step guide to finding the best value investments. It valuable resource for anyone who wants to learn more about this investment strategy.
Provides a detailed overview of Warren Buffett's investment principles. It valuable resource for anyone who wants to learn more about this successful investor.
Provides a collection of Warren Buffett's essays on investing. It valuable resource for anyone who wants to learn more about this successful investor.
Provides a biography of Warren Buffett and his investment philosophy. It valuable resource for anyone who wants to learn more about this successful investor.
Provides a detailed overview of Warren Buffett's early career in stock arbitrage. It valuable resource for anyone who wants to learn more about this successful investor.
Save
Provides a biography of Warren Buffett and his rise to success. It valuable resource for anyone who wants to learn more about this successful investor.
Save
Provides a comprehensive biography of Warren Buffett and his business career. It valuable resource for anyone who wants to learn more about this successful investor.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/ovqgz3/screening
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Time
1 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Bekhruzbek Ochilov, ACSI, IGCAP
Good to know
Teaches fundamental concepts in financial research, such as company performance and stock valuation
Helps learners develop a core skill for equity research analysts: stock picking
Provides hands-on experience through project-based learning
Has a clear focus on company performance and stock valuation
Taught by qualified instructors: Bekhruzbek Ochilov, ACSI, IGCAP
Emphasizes the importance of strong financial skills for equity research analysts
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