Key Tools to Enhance Your Earnings Season Analysis
Now more than ever, you need a comprehensive picture of whether a company has beat or missed broker expectations. Learn how to manage your coverage with greater efficiency during key earnings periods, identify new key catalysts and emerging themes. Join us to explore the extensive equity tools available on the Bloomberg Terminal to digest, analyze and react immediately to newly released company filings. In this session we will review how to:
- Set-up event alerts integrated with Microsoft outlook to not miss a beat.
- Understand what the market expects ahead of company releases using various estimate tools.
- Combine the power of MODL and DS together, to gain instant insight into both quantitative and qualitative information.
- Incorporate the new information, adjust the investment thesis and alter the target price with valuation tools.
- Share insights and expectations with a community throughout the season.
Speakers
Robert Fairbairn
Buyside Market and Product Specialist
Bloomberg
Prior to his current role as EMEA Buyside Market Specialist at Bloomberg, Robert worked on the buyside for over a decade in London and Edinburgh. As an Investment Manager and Research Analyst, he gained investing experience based on various hedge fund strategies and long-only equity strategies.
Phil Capone
Buyside Market and Product Specialist
Bloomberg L.P.
Philip Capone, CFA has thirteen years of global institutional investment management expertise, primarily in front office, fundamental research positions at large asset managers and emerging hedge funds in New York City. Prior to his current role as an EMEA Buyside Market Specialist at Bloomberg, Philip advised investment funds directly responsible for over $10 billion of assets under management, and performed integral roles launching and scaling registered asset management firms