Student Resources
CFA Institute Materials
https://www.cfainstitute.org/en/societies/challenge/student-welcome
Past global Global Champions
https://www.cfainstitute.org/en/societies/challenge/past-champions (reports and presentations available)
Videos of past global Finals: https://researchchallenge.cfainstitute.org
Video of Global Final 2020/2021: https://youtu.be/AzKL21bMkFY
Past Swiss Local Champions
Recommended websites
Aswath Damodaran, Stern School of Business at New York University: http://pages.stern.nyu.edu/~adamodar/
Presentationzen:
https://www.presentationzen.com/
Chris Anderson’s TED talks: https://www.ted.com/speakers/chris_anderson_ted
Enterprising Investor: https://blogs.cfainstitute.org/investor/
Recommended books
- Jerald E. Pinto et al., Equity Asset Valuation, Wiley, 2015
- Aswath Damodaran, Investment Valuation, Wiley, 2012
- Zvie Bodie et al., Investments, McGraw-Hill, 2017
- James Valentine, Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts, McGraw Hill, 2011
- Jeremy Bolland, Writing Securities Research: A Best Practice Guide, Wiley, 2010
- McKinsey & Company, Tim Koller, Marc Goedhart, and David Wessels: Valuation: Measuring and Managing the Value of Companies, Wiley, 2020
- Michael J. Mauboussin, Dan Callahan, Total Addressable Market, Research Paper, New York, 2015 (attached)
- CFA Institute Research Foundation: Equity Valuation: Science, Art or Craft?, 2017: https://www.cfainstitute.org/en/research/foundation/2017/equity-valuation-science-art-or-craft
- CFA Institute Research Foundation: ESG and Responsible Institutional Investing Around the World: A Critical Review, 2020: https://www.cfainstitute.org/en/research/foundation/2020/esg-and-responsible-institutional-investing
- CFA Institute Research Foundation: Mainstreaming Sustainable Investing, 2018: https://www.cfainstitute.org/en/research/foundation/2018/mainstreaming-sustainable-investing
- CFA Institute Research Foundation: Handbook on Sustainable Investments: Background Information and Practical Examples for Institutional Asset Owners, 2017: https://www.sustainablefinance.ch/upload/cms/user/201712_Handbook_on_Sustainable_Investments_CFA.pdf
- Michael J. Mauboussin, Dan Callahan, Estimating the Cost of Capital – A Practical Guide to Assessing Opportunity Cost, Research Paper, New York, 2013 (attached)
- Michael J. Mauboussin, Dan Callahan, What Does a Price-Earnings Multiple Mean? An Analytical Bridge between P/Es and Solid Economics, Research Paper, New York, 2013 (attached)
- CFA Institute, Environmental, Social, and Governance Issues in Investing, 2015: https://www.cfainstitute.org/-/media/documents/article/position-paper/esg-issues-in-investing-a-guide-for-investment-professionals.ashx
- CFA Institute, ESG Case Studies & ESG Integration Framework, 2018: https://www.cfainstitute.org/en/research/survey-reports/guidance-case-studies-esg-integration-survey-report
- Jacek Welc: Business Performance and Risk Analysis with the Use of Financial Statements, 2021, forthcoming
- Aswath Damodaran: Equity Risk Premiums (ERP): Determinants, Estimation, and Implications – The 2021 Edition: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3825823
- Kjell G. Nyborg, Lilia Mukhlynina: The Choice of Valuation Techniques in Practice: Education versus Profession, 2016: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2784850
-
Guidance For Integrating ESG Information into Equity Analysis and Research Reports (Nov 2022)
Recommended blog
https://aswathdamodaran.blogspot.com/