APPLIED EQUITY MARKETS RESEARCH 1

Prerequisites & course information

Requisites: Consent of instructor Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Assess business models so as to understand the future performance and intrinsic value of a particular business Audience: Undergraduate 2. Develop a framework to assess business quality and how it might change over time Audience: Undergraduate 3. Identify key drivers of an industry and company Audience: Undergraduate 4. Analyze the financial information that comes to market from the companies as a means to extrapolate future information Audience: Undergraduate 5. Develop a view (a preliminary investment thesis) utilizing a methodology to develop forecasts and projected financial model for a company Audience: Undergraduate 6. Write a short investment thesis and recommendation for a company’s stock Audience: Undergraduate Learning Outcomes: 1. Assess business models so as to understand the future performance and intrinsic value of a particular business Audience: Undergraduate 2. Develop a framework to assess business quality and how it might change over time Audience: Undergraduate 3. Identify key drivers of an industry and company Audience: Undergraduate 4. Analyze the financial information that comes to market from the companies as a means to extrapolate future information Audience: Undergraduate 5. Develop a view (a preliminary investment thesis) utilizing a methodology to develop forecasts and projected financial model for a company Audience: Undergraduate 6. Write a short investment thesis and recommendation for a company’s stock Audience: Undergraduate