Applied Equity Markets Research 1

Capstone course in applied equity markets research covering investments, sales, trading, and pitching equity securities for long or short positions.

offering recorded3 credits
Recorded instructors · Spring 2027 Adam SweetMatthew GoetzingerRicky Sandler

Summary

1 / 3

Recent recorded grades — Spring 2025: 3.91 GPA, 100.0% A/AB (n=16 letter grades); Fall 2025: 3.74 GPA, 88.2% A/AB (n=17 letter grades); Spring 2026: 3.84 GPA, 93.8% A/AB (n=16 letter grades).

What you’ll be able to do

  • Assess business models so as to understand the future performance and intrinsic value of a particular business

  • Develop a framework to assess business quality and how it might change over time

  • Identify key drivers of an industry and company

  • Analyze the financial information that comes to market from the companies as a means to extrapolate future information

  • Develop a view (a preliminary investment thesis) utilizing a methodology to develop forecasts and projected financial model for a company

  • Write a short investment thesis and recommendation for a company’s stock

Source: UW Guide

Grade history

↗
average GPA
letter grades
A
AB
B
BC
C
D
F

All recorded terms · compare terms & instructors

Prerequisites

Course map

Consent of instructor

  • Consent of instructor
FINANCE 535

This is a best-effort interpretation; check the catalog requirements above.

Prerequisite text tree
  • Consent of instructor

Professors

Spring 2027

Recent recorded grades — Fall 2024: 3.81 GPA, 88.9% A/AB (n=18 letter grades); Spring 2025: 3.91 GPA, 100.0% A/AB (n=16 letter grades); Spring 2026: 3.84 GPA, 93.8% A/AB (n=16 letter grades). Includes jointly taught sections.

Recent recorded grades — Spring 2025: 3.91 GPA, 100.0% A/AB (n=16 letter grades); Fall 2025: 3.74 GPA, 88.2% A/AB (n=17 letter grades); Spring 2026: 3.84 GPA, 93.8% A/AB (n=16 letter grades). Includes jointly taught sections.

Recent recorded grades — Fall 2024: 3.81 GPA, 88.9% A/AB (n=18 letter grades); Spring 2025: 3.91 GPA, 100.0% A/AB (n=16 letter grades); Spring 2026: 3.84 GPA, 93.8% A/AB (n=16 letter grades). Includes jointly taught sections.

Historical instructors & teaching patterns

ADAM SWEET is recorded teaching in Spring 2023, Fall 2023, Spring 2024, Fall 2024, Spring 2025, Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

MATTHEW GOETZINGER is recorded teaching in Fall 2021, Fall 2022, Spring 2023, Fall 2023, Spring 2024, Fall 2024, Spring 2025, Fall 2025, Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

RICKY SANDLER is recorded teaching in Spring 2023, Fall 2023, Spring 2024, Fall 2024, Spring 2025, Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

Recorded history may be incomplete and does not establish a future schedule.

Calendar & sections

Spring 2027

Schedule loads here as you scroll.

SectionModeEnrolled / capacityWaitlist
LEC 001Classroom Instruction0 / 200

Times are Central. Select a meeting for details; export includes recorded dates for the selected sections. Enrollment reflects scan time.

Meeting source records

Student experience

the class

Recent recorded grades — Spring 2025: 3.91 GPA, 100.0% A/AB (n=16 letter grades); Fall 2025: 3.74 GPA, 88.2% A/AB (n=17 letter grades); Spring 2026: 3.84 GPA, 93.8% A/AB (n=16 letter grades).

difficulty & workload

No workload feedback recorded.

Topics

  • Investments, research, sales, and trading
  • Industry and company driver identification
  • Business quality assessment frameworks

Skills

  • Business model assessment and intrinsic value estimation
  • Financial forecasting and modeling
  • Investment thesis writing and recommendation
  • Analysis of public financial information

Grades

Latest available · Spring 2026— not enough history to project Spring 2027.

average GPA
A / AB grades
letter grades
Instructor

Grade distribution · % of letter grades

A
AB
B
BC
C
D
F

Grades over time

Through Spring 2026

More grade details Grade mix, volume & source data

Not enough comparable courses for Spring 2027 in UW–Madison.

Sources & history

UW–Madison

Catalog & offerings

Descriptions, prerequisites, and recorded course offerings.

Catalog observation history

Observations at scan time; dates do not imply when a catalog change took effect.

Selected offering source records
FINANCE 535 · Spring 2027

Applied Equity Markets Research 1

Recorded 2026-10-14
Raw records
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    "course_id": "FINANCE 535",
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    "term_id": "1274",
    "source_course_id": "026074",
    "source_subject_id": "233",
    "title": "Applied Equity Markets Research 1",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Not Applicable"
  }
]
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Madgrades

Grade history

Recorded grade distributions by term, section, and instructor.

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Model outputs & technical records
Qwen/Qwen3.8-27B
LLM outputs across runs
Full model traces

Recorded model configuration, reasoning, and tool conversations.

Model & dataset provenance
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