Stock Analysis Workshop Series – Summer 2022 

Luis Romero

Upcoming Stock Analysis Workshops

Stock Analysis WorkshopDateTimeRegistration Link
Zoom Video Communications, Inc.Wednesday, June 29, 20226:00 PM ETLink
Nvidia, Inc.Wednesday, July 13, 20226:00 PM ETLink
Apple, Inc.Wednesday, July 20, 20226:00 PM ETLink
Shopify, Inc.Wednesday, July 27, 20226:00 PM ETLink
Advanced Micro Devices, Inc.Wednesday, August 3, 20226:00 PM ETLink

Workshop Overview

Learn how professional investors apply theory and practical methods to make investment decisions. This workshop explores financial modeling, and valuation techniques commonly used by Wall Street investment analysts. The topics covered provide practical application of the standards and methods professional analysts apply on the job.

Topics Covered

  • Company due diligence
  • Financial statements modeling
  • Discounted cash flow
  • WACC
  • Comparable company analysis
  • A practical approach to investing
  • And much more

Who Should Attend?

  • Students looking to learn more about investing in the stock market
  • Anyone looking to develop professional analyst skills and become a smarter investor
  • Anyone looking to learn financial modeling, company valuation and stock analysis skills

Presenter

Luis Romero

Luis Romero has over a decade of professional finance experience. He is the principal and founder of Romero Capital a long/short investment fund. He is also the founder and lead instructor of Romero Mentoring an EdTech career mentoring platform. Mr. Romero has conducted financial training programs for corporate and individual clients across the U.S. and the world. Mr. Romero worked as an equity analyst and trader at Seven Points Capital.

He began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care industries. Prior to this he worked at Bank of America Securities and Citi Investment Research. He has also worked with start-ups in the food & beverage and education sectors.

Mr. Romero graduated from Baruch College, Zicklin School of Business with a B.B.A. in finance and minor in philosophy. He was born in Santo Domingo, Dominican Republic and grew up in the Bronx, New York.


1. ZOOM VIDEO COMMUNICATIONS, INC. (ZM)       

Situation Overview:

Zoom Video Communications, Inc. stock price declined ~80% from its all-time high of $588 in 2020. The stock was a favorite among investors during the pandemic as a stay at home stock. This case study covers key fundamental events that caused the stock price to decrease. We also discuss valuation analysis to determine if the stock price is currently undervalued or fairly valued by the market.

Buy or Sell?

Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.


2. NVDIA INC. (NVDA)

Situation Overview:

Nvidia Corp. stock price declined ~54% from its all-time high price of $346 in 2021. The termination of the $40 billion acquisition of Arm Holdings has not helped its stock price. This case study covers key fundamental events that caused the stock price to increase. We also discuss valuation analysis to determine if the stock price is currently undervalued or fairly valued by the market.

Buy or Sell?

Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.


3. Apple Inc. (AAPL)  

Situation Overview:

Apple Inc. stock price has declined ~28% year to date in 2022. High inflation coupled with a higher interest rate environment has affected the US consumer which will result in slower earnings growth for the company. This case study covers key fundamental events that caused the stock price to decrease. We also discuss valuation analysis to determine if the stock price is currently undervalued or fairly valued by the market.

Buy or Sell?

Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.


4. Shopify Inc. (SHOP)

Situation Overview:

Shopify, Inc. stock price declined ~80% since its 2020 all-time high of $1,762. This case study covers key fundamental events that caused the stock price to decrease. We also discuss valuation analysis to determine if the stock price is currently undervalued or fairly valued by the market. Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.

Buy or Sell?

Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.


5. Advanced Micro Devices, Inc. 

Situation Overview:

Advanced Micro Devices, Inc. stock price declined ~51% since its 2020 all-time high of $164. This case study covers key fundamental events that caused the stock price to decrease. We also discuss valuation analysis to determine if the stock price is currently undervalued or fairly valued by the market. Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.

Buy or Sell?

Finally, we determine if the stock is a buy or sell and the potential upside or downsize for the remainder of the year.

About the Author

Luis Romero

Luis has a passion for teaching and developing talent. He has over 15,000 mentoring and training hours working with over 700 students and professionals starting their careers. He has over a decade of professional experience as founder of Romero Mentoring, Investment Banking at Credit Suisse, Instructor at the New York School of Finance, Principal of Romero Capital, and Analyst at Seven Points Capital. He holds a B.B.A. in Finance with a minor in Philosophy from the City University of New York, Baruch College, Zicklin School of Business. Luis grew up in the Bronx and was born in the Dominican Republic.