BUS 495: INVESTMENT ANALYSIS

BOOK YOU NEED:

Reminiscences of a Stock Operator by Edwin Lefèvre

Blog Roll

Orie | Cody | Cameron | Trevor | Josh | Ella

SCHEDULE

WEEK 1

8/22 (W): Introduction | The Evolution of an Investor

8/24 (F): Module 1 - Intrinsic Value

WEEK 2

8/27 (M): Intrinsic Value lecture | DCF Template

8/29 (W): Case 1 | Spreadsheet

8/31 (F): Stock Analyst Report 1 | Instruction | Tesla Template

WEEK 3

9/3 (M): Labor Day - no class

9/5 (W) Module 2 - Probability | The Median Isn't the Message 

9/7 (F): Probability lecture

WEEK 4

9/10 (M): Case 2

9/12 (W): Stock Analyst Report 2 | Instruction

9/14 (F):  No class

WEEK 5

9/17 (M): Module 3 - Portfolio Theory | The Early History of Portfolio Theory: 1600-1960 

9/19 (W): Portfolio Theory lecture

9/21 (F): Portfolio Theory lecture

WEEK 6

9/24 (M): Stock Analyst Report 3 | Instruction

9/26 (W): Module 4 - CAPM | The Most Important Single Influence

9/28 (F): CAPM

WEEK 7

10/1 (M): CAPM

10/3 (W): Stock Analyst Report 4 | Instruction | Spreadsheet Template

10/5 (F): Module 5 - Three-Factor Model

WEEK 8

10/8 (M): Three-Factor Model lecture

10/10 (W): Stock Analyst Report 5 | Instruction

10/12 (F): Fall break - no class

WEEK 9

10/15 (M): Module 6 - Efficient Market Hypothesis and Behavioral Finance | Simulation Game

10/17 (W): EMH and Anomalies lecture | Are Financial Markets Efficient?

10/19 (F): EMH and Anomalies lecture

WEEK 10

10/22 (M): Stock Analyst Report 6 | Analyze This | Instruction

10/24 (W): Module 7 - Options

10/26 (F): Book Discussion - Reminiscences of a Stock Operator

WEEK 11

10/29 (M): Options lecture | LinkedIn

10/31 (W): Options lecture

11/2 (F): Options lecture 

WEEK 12

11/5 (M): Options lecture

11/7 (W): Options lecture

11/9 (F): Options lecture

WEEK 13

11/12 (M): Stock Analyst Report 7 | Instruction | FB1 | FB2 | FB3

11/14 (W): Trillion Dollar Bet

11/16 (F): Module 8 - Futures 

WEEK 14

11/26 (M): Futures lecture

11/28 (W): Futures lecture

11/29 (F): Case | How I Helped to Make Fischer Black Wealthier

WEEK 15

12/3 (M): Stock Analyst Report 8

12/5 (W): Final Project Presentation Part 1

12/7 (W): Final Project Presentation Part 2