Skip to content

How to Write Equity Research That Wins the CFA Research Challenge


Soon I will present for CFA Society Thailand about how to win the CFA Institute Research Challenge. As a result, I wrote a piece about the 8 elements needed to write a winning equity research report. I made a video of it and a cheat sheet of the 8 elements.


DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.