APPLIED EQUITY MARKETS RESEARCH 2

Prerequisites & course information

Requisites: Consent of instructor Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Repeatable for Credit: No Last Taught: Spring 2022 Learning Outcomes: 1. Analyze two specific companies and their business models to estimate likely future performance and intrinsic value. Audience: Undergraduate 2. Describe the competitive dynamics in the related industries Audience: Undergraduate 3. Explain how key drivers affect a company’s financials Audience: Undergraduate 4. Conduct field research to assess the business models and validate key drivers Audience: Undergraduate 5. Create a survey to views (preliminary investment theses) with evidence from field research Audience: Undergraduate 6. Create a pitch report for each stock summarizing conclusions with supporting analysis Audience: Undergraduate 7. Develop presentation techniques through in-class stock pitch presentations Audience: Undergraduate Learning Outcomes: 1. Analyze two specific companies and their business models to estimate likely future performance and intrinsic value. Audience: Undergraduate 2. Describe the competitive dynamics in the related industries Audience: Undergraduate 3. Explain how key drivers affect a company’s financials Audience: Undergraduate 4. Conduct field research to assess the business models and validate key drivers Audience: Undergraduate 5. Create a survey to views (preliminary investment theses) with evidence from field research Audience: Undergraduate 6. Create a pitch report for each stock summarizing conclusions with supporting analysis Audience: Undergraduate 7. Develop presentation techniques through in-class stock pitch presentations Audience: Undergraduate