Analyze and Invest in Consumer Stocks
This project will equip you with skills to analyze and evaluate publicly traded consumer stocks, by exploring how business models, industry structure, competitive advantages, and valuation methodologies shape investment decisions.
Jack Zhang
Open Avenues Foundation
Thursdays at 7:00 P.M. ET / 4:00 P.M. PT
8 weeks, 2-3 hours per weekDescription
This Build Project will help you understand how to conduct fundamental investment analysis on consumer stocks. You will analyze real-world financial data, assess industry trends, dive deep into different business models, and develop valuation assessment for consumer companies. Through hands-on activities, you will gain essential skills for roles in financial analysis and equity investments. The final deliverable is an investment pitch, which you can use for interviews for entry-level equity analyst positions.
Application timeline
What you will learn
- Analyze consumer business models and identify key revenue and margin drivers.
- Assess industry trends and competitive dynamics based on techniques like Porter's Five Forces.
- Evaluate financial health using financial statements and key performance metrics; forecast company's future financial performance in an Excel-based financial model.
- Apply valuation techniques like DCF and multiples analysis to estimate the intrinsic value of consumer companies.
- Confidently present and defend investment recommendations.
Project workshops
Prerequisites
- Familiarity with Microsoft Excel which will be used for constructing a financial model for target company.
- Knowledge of financial statements, basic accounting principles, and key performance indicators like revenue growth, gross margins, and operating expenses.
- Familiarity with valuation techniques such as P/E ratios, EV/EBITDA, and discounted cash flow analysis.
- Strong communication and presentation skills to convey insights effectively.
Apply Now!
Ready to start this exciting project? Submit your application today and begin your journey with Build!
About the Fellow
Jack Zhang
Open Avenues Foundation
Visit Jack's LinkedInJack is a Finance Fellow at Open Avenues, where he works with students on projects in investment analysis. Jack is currently a public equity investor at Citadel, where he focuses on investments in the consumer & retail sectors by conducting fundamental research and evaluating market trends. He holds a BA in Financial Economics & Political Science from Columbia University. A fun fact about Jack is that he a 2yo old cavapoo dog and an 8yo scotish fold cat.