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Baruch FIN 4710 - Advanced Investment Analysis

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INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Syllabus Fall 2020

Professor's Inbox
(upload info for Professor)

Professor's FIN 4710 INBOX

Processor's Email

Zoom Call
(Accessing on-line zoom call)

Zoom Room

Active Learning
(access to Assignments):

Active Learning

Professor's Biography

Professor's Biography

 

Class Scheduled Saturdays (on-line)    

Saturdays 8:15am-10.45am

 

  Aug 29


Sep 5

Sep 12

Sep 19 

Sep 26

Oct 3

Oct 10 

 Oct 17 

 Oct 24 

Oct 31 

Nov 7

Nov 14

Nov 21 

Nov 28 

Dec 5

Dec 12

Dec 19

   

RISK, RETURN, TVM, CAPM, SR

(PORTFOLIO MANAGEMENT CONCEPTS)

SECONDARY MARKETS

(TRADING STOCKS, BONDS, OPTIONS) 

PRIMARY MARKETS

(RAISING CAPITAL: EQUITY, BONDS)

COMPANY SPECIFIC ANALYSIS

(FINANCIAL & VALUATION ANALYSIS) 

 

Assigned Chapters (CD)

textbookfirsteditionV2.jpeg.jpg

An Analytical Approach to Investments Finance & Credit (1st Edition)

C. Droussiotis

Cognella Publishing 

Link to Purchase the textbook

1 - 4

10

 

11

13

13

     

5

6

7 - 9

15

 

16 & 17

   
 

Assigned Chapters (RKM)

Text_Book_Bodie_11th_Edition.jpg

Baruch Bookstore

REVIEW OF FIN3710
Intorduction -FIN4710 Overview
Chapters 5-9

 

N

O

 

C

L

A

S

S

 

15

 16

 16

   

N

O

 

C

L

A

S

S

 

10 & 11

 16

N

O

 

C

L

A

S

S

     
 

Assigned Lectures

#1-2
Risk, Return, Time & Allocation and Portfolio Management Concepts

Introduction to Finance Lecture 0

Lecture 1 Presentation

TVM Practice Problems

Lecture 2 Presentation

#3
Risk, Return, Time & Allocation and Portfolio Management Concepts (continiue)

Lecture 3a Presentation

Lecture 3b Presentation

#4
Secondary Markets: Equity Trading and Investments

Lecture 4 Presentation - Trading Stocks

#5
Secondary Markets: Bond Trading and Investments

Lecture 5 Presentation- - Trading Bonds

#6a
Secondary Markets: Option Trading & Strategy

Lecture 6a Presentation Trading Options

#6b
Secondary Markets: Options Valuation

Lecture 6b Presentation Valuing Options

Midterm Exam Review

 

Project Discussion

 

 

#7
Primary Markets: Raising Equity for Private and Public Co (IPO)

Lecture 7a Presentation - Private Equity

Lecture 7b Presentation -Public Equity (IPO)

#8
Primary Markets: Issuing Corporate Bonds and 144As

Lecture 5 Presentation - Issuing Bonds

#9a Company Specific: Financial Analysis

Lecture 9a Prsentation

#9b
Company Specific: Projections and Valuation

Lecture 9b

Chapter 10

Final Exam Review

 

 
 

Zoom Recordings

Zoom Recording 8/29

Passcode:
pySH?7%3 

Zoom Recording 9/5

Passcode:
owK..1H+ 

Zoom Recording 9/12

Use your zoom account
Passcode: 
#JN5NU6k  

                     
 

Lecture on YouTube

     

Introductions to Options and Basic Strategies

Introduction to Option Valuation

One-Period BOPM (Leverage & Probability Method) Call Option 1/3

Two-Period BOPM - Call Option 2/3

Two-Stage BOPM - Put Option 3/3

               
 

Assigned Spreadsheets

Risk, Return & TVM

Coveriance, Correlation & Eff. Frontiers

Betas and Regression Analysis

Sharpe Ratios and CAPM

Sexondary Markets: Investing in Stocks

Secondary Markets: Investing in Bonds

Secondary Markets: Trading and valuiung Options

   

Primary Markets - Raising Private Equity

Primary Markets - Raising Public Equity (IPO)

Financial Analysis

Projections Analysis

Valuation Analysis

Transaction Analysis (LBO, M&A)

 
 

EXAMS

           

MidTerm

         

Final Exam 


 

Homework Assignments

   

Due #1

 

 

Chapter 1: 

Questions  Part A 1-27 (Acrive Learning)

use Excel format method 

Chapter 1 Problem Questions Part A&B

Chapter 1: 

Questions:  Par B 1-10 (Active Learning

(Excel  Chapter 1 Template)

 

 

Chapter 1 (Part A and B) Homework Template

Chapter 2:

Questions 1-11 

 

Chapter 2 Questions 1-11

Chapter 2 Excel Homework Template

Due #2

 

 

Chapter 10: Question 7

Chapter 10 Homework Problems

Due #3

 

 

Chapter 11: Questions 9,10,11,15

Chapter 11 Excel Templates

Due #4

 

 

Chapter 13: Questions 

Chapter 13 Excel Template

     

Due #5

 

 

Chapter 5: Questions 

Chapter 5 Excel Template

     
 

Reading Assignments and Links

RORs 1926 - 2016

   

Facebook Call and Put Options

Option Formulas Review

Horse Racing & Options

   

Uber Valuation - Ready for IPO

   

Analyst view on General Dynamics - Recommendation

Yahoo Finance

U.S. Government Bonds

LIBOR Rates

 
 

Project Assignments

             

Each student gets assigned a publicly traded company to start their project

       

Project Description and Assigned Companies

Yahoo Finance Link

Auto Nation

Boeing

Iron Mountain