BUS 495: investment analysis

blog roll

Riley | Dillon | Zach | Michael | Carter | Myles | Zijun

BOOK YOU NEED:

Reminiscences of a Stock Operator by Edwin Lefèvre

SCHEDULE

WEEK 1

8/21 (W): Introduction | The Evolution of an Investor

8/23 (F): Module 1 - Intrinsic Value | Reading the financial statements

WEEK 2

8/26 (M): Trading comps

8/28 (W): Intrinsic value method | DCF template

8/30 (F): Case 1 | Spreadsheet

WEEK 3

9/2 (M): Labor Day | No class

9/4 (W): Stock Analyst Report 1 | Instruction | Spreadsheet template

9/6 (F): Module 2 - Probability | The Median Isn’t the Message

WEEK 4

9/9 (M): Skewness and kurtosis

9/11 (W): Normally distributed stocks | S&P 500 Daily

9/13 (F): Stock Analyst Report 2 | Instruction

WEEK 5

9/16 (M): Module 3 - Portfolio Theory | The Early History of Portfolio: 1600-1960

9/18 (W): Portfolio theory

9/20 (F): Portfolio theory

WEEK 6

9/23 (M): Stock Analyst Report 3 | Instruction

9/25 (W): Module 4 - CAPM | The Most Important Single Influence

9/27 (F): CAPM

WEEK 7

9/30 (M): CAPM

10/2 (W): Stock Analyst Report 4 | Instruction | Spreadsheet template

10/4 (F): Module 5 - Three-Factor Model

WEEK 8

10/7 (M): Three-Factor Model

10/9 (W): Stock Analyst Report 5 | Instruction

10/11 (F): Fall Break | No class

WEEK 9

10/14 (M): Module 6 - Efficient Market Hypothesis and Behavior Finance | Simulation Game

10/16 (W): EMH and anomalies | Are Financial Markets Efficient?

10/18 (F): EMH and anomalies

WEEK 10

10/21 (M): Stock Analyst Report 6 | Analyze This | Instruction

10/23 (W): Module 7 - Options

10/25 (F): Options

WEEK 11

10/28 (M): Book Discussion - Reminiscences of a Stock Operator

10/30 (W): Options

11/1 (F): Options

WEEK 12

11/4 (M): Options

11/6 (W): Options 

11/8 (F): Options

WEEK 13

11/11 (M): Stock Analyst Report 7 | Instruction

11/13 (W): Trillion Dollar Bet

11/15 (F): Final Project Preliminary Update

WEEK 14

11/18 (M): Module 8 - Futures  

11/20 (W): Futures

11/22 (F): Stock Analyst Report 8 | Instruction

WEEK 15

12/2 (M): Final Project Part 1

12/4 (W): Final Project Part 2

12/6 (F): Final Project Part 3