Connecting the dots within global hardware companies
Conduct the most efficient but valuable research to find the high performing investment opportunities in the global hardware and technology stock market.
Nicole Tu
Open Avenues Foundation
Thursdays, 9:00 P.M. ET / 6:00 P.M. PT
8 weeks, 2-3 hours per weekDescription
The stock market is always changing rapidly, especially in the hardware sector. Thus, spotting your own advantages and finding the right trend is so important. In this Build Projects, you’ll imagine you are an entry level buy-side analyst and develop your own investment ideas. During the process, you will get to know how the hardware supply chain works. You will be able to create and conduct your own investment strategy in the technology stock market.
Learning how to filter the right trends and right companies in the hardware and technology industry, it will help you to narrow down and focus on the appropriate investment targets. To make a high conviction investment idea, it is important to conduct further fundamental research among the supply chains and make your own financial forecast compared to industry peers. You will become familiar with excel and Bloomberg. All this will happen in an environment that simulates the operations of a real investment team.
Application timeline
What you will learn
- Enhance the investment sense and filter out the growing market trends.
- Build research methods and investment strategies.
- Make judgements and forecasts based on qualitative and quantitative research.
- Conduct a write-up and make a presentation deck for idea pitch.
Project workshops
Prerequisites
- Basic understanding of financial statements, including income statement, cash flow statement, and balance sheet.
- Basic understanding of the hardware industry, including memory, foundry, optical fiber/cable, assembly makers, GPU/CPU, and IC design houses.
- Basic skills in Excel and PowerPoint.
- Passion for fundamental research and the stock market.
Apply Now!
Ready to start this exciting project? Submit your application today and begin your journey with Build!
About the Fellow
Nicole Tu
Open Avenues FoundationNicole Tu is a Finance Fellow at Open Avenues, where she works with students leading projects in finance territory. Nicole is a buy-side analyst at Sunstone Asset Management, where she focuses on investment opportunities in the hardware technology industry. Nicole has over 5 years of experience in the finance field. She started as a research analyst and then transitioned to a finance analyst. She holds an MBA degree in Taiwan. A fun fact about Nicole is that she loves detective fiction but only buys literature back home because once you realize the mysteries of detective fiction, you would not want to read it again vs. you can read literature many times to figure out different philosophies behind it.