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Build an Investment Thesis

Go from idea to fully-researched investment pitch using institutional-grade data your school pays for.

5 steps

1Capital IQ

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2Bloomberg Terminal

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3LSEG Workspace

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4JSTOR

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5Factiva

Screen for target companies

Use screening tools to filter companies by size, sector, and financial metrics.

💡 Pro tip: Save your screen criteria — you'll iterate on it multiple times.

Database$24,000/yr value

Capital IQ

Company & Industry Data

Data on public and private companies, financial statements, M&A/deals, PE/VC, LBOs, and executives and boards worldwide. Use the screening and charting features to create lists of firms for investment analysis coursework or job searches.

Access

Analyze real-time market data

Get current pricing, trading multiples, and relative valuation data.

💡 Pro tip: Use the COMP function to build peer comparisons instantly.

Database$31,980/yr value

Bloomberg Terminal

Financial Data & Markets

Terminal-bound financial services platform with advanced analytical and data functions. Access full-text Bloomberg.com via the BBG command. The gold standard for real-time financial data, news, and analytics.

Access

Read analyst consensus estimates

Understand where the street stands on your target company's outlook.

💡 Pro tip: Compare your thesis to consensus — the best pitches have a differentiated view.

Database$500/yr value

LSEG Workspace

Financial Data & Markets

Fundamental financial data on public companies, M&A, market data and quotes, analyst reports, and PE/VC data. Features screening and charting. Formerly known as Thomson ONE, Eikon, and Refinitiv Workspace.

Access

Find academic research on the sector

Academic papers can surface insights that Wall Street analysts miss.

💡 Pro tip: Search for recent papers on industry dynamics or market anomalies.

Database$199/yr value

JSTOR

Research Databases

Access to scholarly journals, primarily in the humanities and social sciences. In addition to journal articles, users can access book chapters, ebooks, and primary source documents.

Access

Build an Investment Thesis

Screen for target companies

Capital IQ

Analyze real-time market data

Bloomberg Terminal

Read analyst consensus estimates

LSEG Workspace

Find academic research on the sector

JSTOR

Build a news timeline

Factiva