Equity Research

The Equity Research Division is the final bottom up component of our investment approach. Our members screen and analyze equities on a weekly basis based on financial indicators, build financial models, draft equity research reports and pitch stocks in a competitive manner at our monthly pitching sessions.

Our Division Approach

Equity Research for us the determination of the fundamental value of companies across various sectors. At the beginning of every semester we form sector coverage teams based on current industry trends who analyze and screen equities in these sectors and come up with investment ideas. Through this, our learn members learn how to quickly evaluate the attractiveness of equities based on key ratios, financial model analysis, industry trends, historic stock performance, and their business model. Seemingly undervalued equities will be pitched in front of our investment panel and included into our portfolio. We publish a short report of our equity selection every month.

Moreover, seemingly undervalued, interesting, but complex companies will be analyzed in greater detail throughout the semester, using appropriate financial Models (DCF, DDM, Multiple Valuation, S-O-T-P etc.), which results in a detailed research report. Through this approach we can ensure that our members are educated in gaining a comprehensive understanding of a variety of different business models and industries, building quick and complex financial models as well as how to structure and pitch investment ideas within a competitive manner.

CIO
Company screening from our sector average team

Screening of equities based on financial and business model data

Company screening from our sector average team

Detailed analysis of companies using financial modeling

Company screening from our sector average team

Drafting equity research reports and pitching ideas in front of investment panel

AM

Recent Analysis

AMD (AMD)
Sell Recommendation
Buy Recommendation
+16.7% as of Nov 28 ‘17
Buy Recommendation
Hold Recommendation
+4.9% as of June 27 ‘17
Buy Recommendation
+34.6% as of June 28 ‘17
Hold Recommendation
-6% as of April 25 ‘17
Buy Recommendation
+30.2% as of April 1
Buy Recommendation
+16.3% as of March 11 ‘17

Team

Lukas Weise
Director
Alexander Thiel
Director
Franz Schall
Director
Parham Allboje
Associate
Wojciech Lata
Associate
Johannes Scheufele
Associate
Lu Bo Zhang
Associate
Philipp Berghofer
Associate
Elias Kurta
Analyst
Jan Tanson
Analyst
Jehona Idrizi
Analyst
Thomas Unterholzner
Analyst
Philipp Keckeis
Analyst
Valeriya Krasilnikova
Analyst
Lucas Hammad
Analyst
Niclas de Graeve
Analyst
Nora Suzanna Nagy
Analyst
Johannes Streihammer
Analyst
Estella Kucirek
Associate
Lizette Navarro
Analyst
Luca Fuchs
Analyst
Dmytro Solovei
Analyst
Philipp Utz
Analyst
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