Finance B9301-74. Advanced Seminar in Investing.

Professor Paul Johnson

This course will attempt to incorporate the two analysis classes – Securities Analysis and Value Investing – with the recent academic work in finance and complex adaptive systems, aimed specifically at the investment process as it is practiced on Wall Street. Considering the close proximity of the School to the center of the investment profession, we aimed to prepare students to move quickly into active roles within the investment profession upon graduation.

The goal of the course is to introduce the students to a relatively deep, overview of the investment process and develop key skills needed to become a successful securities analyst and investor. The course will cover the entire gambit of the investment profession from the dynamics of capital markets to the investment decision-making process, including an in-depth discussion of market efficiency and its consequences to investing. In order to gain practical experience, students will complete three stock recommendations and a full industry analysis during the course (plus a bunch of other fub stuff). This will be structured with a combination of lectures (5 class sessions) and student presentations (6 class sessions.)

The course will offer a challenging and interactive environment to pursue the key investment topics, but will require a tremendous amount of work on the part of the students. Because of the intensity of the course, its attendance will be limited to 30 students. Students will be required to have completed Finance B8313-01 "Securities Analysis" with Professor Johnson or B9301-66 "Value Investing." Interested students will be required to apply for admission into the class; they must submit an essay answering a few questions along with a resume to be considered.


Syllabus

Class Schedule

Presentation Guidelines

Industry Case Structure

Essay on Value versus Growth Investing

Essay on Accounting Shenanigans


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