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Baruch FIN 4710 - Advanced Investment Analysis

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----SUMMER 2022 COURSES----
Columbia University Saturday Seminar
SHU BFIN 7235 Money & Cap Markets
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Biography
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-----OTHER CLASS INFO--------
Baruch Exec. MS FIN 9793
Baruch FIN 3710
Baruch FIN 9783
Baruch CAPS Cap Markets
Baruch CAPS - Corp. Fin. & Val.
Baruch CAPS Debt Markets
Baruch CAPS Equity Markets
Baruch CAPS - International Accountancy
Baruch CAPS International Finance
Baruch CAPS - Intro to Derivatives
Baruch CAPS - Investment Banking
Baruch Lecture Series - Banking and Finance
Baruch Lecture Series - Valuation of Intangible Assets
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Baruch Summer Leadership Academy - Lecture Series
City Unity College Statements & Budgeting
Columbia University Intro to Finance
Fordham Credit & Banking
Fordham FNBU 3221
Fordham FNBU 3446 Derivatives (MORNING CLASS)
Fordham FNBU 3446 Derivatives (EVENING CLASS)
SHU BFIN 4234 & 7331 Derivatives
SHU - BFIN 7236 Corporate Finance
SHU BFIN 2201
SHU ECO 2408 Money and Banking
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INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

 

INFORMATION:

LINKS:

Syllabus

Syllabus Spring 2022

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):

Link to Purchase the textbook

Active Learning Homework Platform

Professor's Biography

Professor's Biography

Saturdays  

8:15 am -10:45 am

  Jan 29

Feb 5

  Feb 12

Feb 19

Feb 26

Mar 5

Mar 12 

 Mar 19 

Mar 26

Apr 2

Apr 9  

Apr 16

Apr 23

Apr 30

May 7
This Lecture will be pre-recorded

May 14

May 21
10:30am-12:30pm

OFFICE HOURS: THURSDAYS 4:00-5:30PM

(by appoitnment)

FIN3710 REVIEW

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

Link to Purchase the textbook

1

2 - 4

N

O

 

C

L

A

S

S

10

11

13

13

13

 

5

6

7 - 9

N

O

 

C

L

A

S

S

16 & 17

16 & 17

15

   

Assigned Chapters (RKM)

Text_Book_Bodie_11th_Edition.jpg

Baruch Bookstore

REVIEW OF FIN3710
Intorduction -FIN4710 Overview
Chapters 5-9

   

15

 16

 16

   

10 & 11

 16

         

Assigned Lectures

#0-1
Introduiction to Investments & Time Time Value 

Introduction to Finance Lecture 0

Time Value of Money Practice

Lecture 1 Presentation

TVM Practice Problems

#2-3
Risk, Return, Time & Allocation and Portfolio Management Concepts (continiue)

Lecture 2 Presentation

Lecture 3b Presentation

Lecture 3a Presentation

#4
Secondary Markets: Equity Trading and Investments

Lecture 4 -Trading Stocks

#5
Secondary Markets: Bond Trading and Investments

Lecture 5 - Trading Bonds

#6a
Secondary Markets: Option Trading & Strategy

Lecture 6a Trading Options: Concepts & Strategy

#6b
Secondary Markets: Options Valuation

Lecture 6b Trading Options: Strategies & Valuations

Midterm Exam Review

 

Option Formulas Review

Options Practice Sheet with Answers

Options Practice Sheet #2 (what we went over in class)

 


Midterm Discussion and Final Project

#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, 144As and Loans

Lecture 8a Presentation - Issuing Bonds

Lecture 8b Presentation - Corporate Loans

#9a
Company Specific: Public Company Valuation

Lecture 9a Valuation

#9b
Company Specific: Projections and Private Valuation

Lecture 9b

#10
Company Specific: Financial Analysis

Lecture 10 Presentation

Final Exam Review

 

 

Zoom Recordings

Zoom Recording 1/28

Zoom Recording 2/5

Zoom Recording 2/19

Zoom Recording 2/26

Zoom Recording 3/5

Zoom Recording 3/12

Zoom Recording 3/19

 

Zoom Recording 4/2

Zoom Recording 4/9

Zoom Recording 4/23

Zoom Recording 4/30

Zoom Pre-Recording 5/6 - Cash Flow Analysis

Zoom Recording 5/14

 

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 valuing Options

Chapter 13 Options Figures

 

Primary Markets - Raising Private Equity

Primary Markets - Raising Public Equity (IPO)

 

CASE STUDY 1: Hyatt Financial Analysis and Valuation

Chapter 17 Valuation Analysis

CASE STUDY #2: Alexandria Hotel LBO

Case Study #2: Alexandria Hotel Template

CASE STUDY #3: Celerity Technology Cash Flow and Ratios

Financial Analysis

   

EXAMS

             

MidTerm

Midterm Exam Review

           

Final Exam 


Final Exam Review Chapter 15, 16, 17 & 9

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:  Part B 1-10 (Active Learning

(Excel  Chapter 1 Template)

 

 

Chapter 1 (Part A and B) Homework Template

Chapter 1a and 1b Homework Answers

Due #2

 

 

Chapter 2:

Questions 1-11 

 

Chapter 2 Questions 1-11

Chapter 2 Excel Homework Template

Chapter 2 Homework Answers

Due #3

 

 

Chapter 10: Question 7

Chapter 10 Homework Problems

Chapter 10 Homework Answers

Due #4

 

 

Chapter 11: Questions 9,10,11,15

Chapter 11 Excel Templates

Chapter 11 Homework Answers

Due #5

 

 

Chapter 13: Dropbox (Not Actiive Learning)

Complete the spreadsheet below, and upload it on dropbox

 

Chapter 13 excel template - Options

Chapter 13 Homework Answers

               

Reading Assignments and Links

 

RORs 1926 - 2016

   

Facebook Call and Put Options

Option Formulas Review

Horse Racing & Options

   

Uber Valuation - Ready for IPO

   

Case #5: Public to Private LBO

Case #5: Public to Private LBO Case Study Template

Testing the Twitter Acquisition

   

Project Assignments

                       

PROJECT DUE WEDNESDAY, MAY 18 AT 11.59PM

Project Description and Assigned Companies

Project Description and Assigned Companies

Hyatt Financial Analysis and Valuation

Yahoo Finance

United Airlines

Marcus Hotels

Silgan

Dunkin