> Research Assistant for Investing Club

Research Assistant for Investing Club

Posted on Friday, October 5, 2012 | 2 Comments

Hi all, it has indeed been awhile since my last post. To be brief - I have taken this blog into a new direction. A direction that will hopefully provide you and myself with advice, ideas, and perspective on how I will slowly become an adept investor.

First things first - I have been accepted to an investing club as a research associate for the industrial sector. The position is a lot more work intensive than I thought it'd be, but that is a main factor for driving my motivation. Yes, this is indeed a good thing.

We had a somewhat long-somewhat brief training session today that lasted about 90 minutes. An executive of the club very briefly went over fundamental analysis and technical analysis. Going in, I had no idea what to expect.

I however recognized most of the "fundamental analysis" of investing due to some finance and accounting courses. These include: a company's health, management, competitive advantage, and an economic/industry/company specific analysis. Most of this is derived from the financial statements (10-Ks). Moreover, management discussion and analysis will be analyzed in great detail. In addition, certain ratios are used heavily in fundamental analysis - some in certain sectors more than others.

The topic that will be the most troublesome not because of its intricacies and complexities, but because of the obligation to learn two different software programs (Bloomberg and Reuters Eikon). They are extremely complex to use at first, but after awhile it becomes quite basic and almost instinctual. Technical analyses include trendlines, relative strength index, and a few other indicators. Most of these graphs can be snagged almost instantaneously from Bloomberg, but Google Finance/Yahoo is a viable source if you have some time to waste.

Bi-weekly research reports and stock pitches are the norm with a position such as this. The template for the report is a bit intimidating, but doable. All in all, it will be a great experience for real-life practical investing knowledge and it is a huge competitive advantage as an individual interested in finance.

Back to e-valuating stocks I go!

Here is a Relative Strength Indicator.

Included below is what Bloomberg typically looks like. Definitely not used for its aesthetics!


  1. hey i want to invest in oil should i invest in oil? im 1650 elo and have $700 in my bank account. how long will it take me to make one million dollars if i invest all of it in oil?

  2. Hi Yuff.
    I have no idea what elo means. But if you have $700 - which is hardly anything, and assuming an unlikely return as a speculator of 10% a year...

    I believe this may be correct: [ln(1000000 / 700)] / [ln(1.1)]
    =76 years or so.


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