Baruch FIN 3710 - Investment Analysis

Professor Droussiotis's Web Platform

Baruch FIN 3710 - Investment Analysis

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PROFESSOR'S ANOUNCEMENTS / NOTES:

Please complete the student evaluation for the Fall 2019 semester (open from December 2 - December 12). If we get 100% participation, the professor will be adding 10 points to your final exam score. If the participation is 90%, the professor wil be adding 5 points to your final exam score. The link is below:

Student Evaluation Fall 2019

Fall 2019- FIN 3710 Course Outline - Lectures , Assignments and Exams

FIN 3710 Syllabus - Fall 2019

Students that want to drop their files for the Professor please use the inbox below. Please note that you need to write your name inside the body of the file and then upload it on dropbox.

Professor's FIN 3710 INBOX

Contact the Professor at: christakis.droussiotis@baruch.cuny.edu

11:10am- 2:05pm

Vertical Campus 10-160

Office Hours 7-8am

VC 260D

Aug 31

Sep 7

Sep 14

Sep 21

Sep 28

Oct 5

Oct 12

Oct 19

Oct 26

Nov 2

Nov 9

Nov 16

Nov 23

Nov 30

Dec 7

Dec 14

N

O

C

L

A

S

S

N

O

C

L

A

S

S

Assigned Chapters

Baruch Bookstore

1&2

3 & 4

5 & 6

6&7

8&9

10

10&11

13

14

15

16

Assigned Lectures

Intro to Finance

#1

Securities Market Overview

#2

Intro to Risk & Return

#3

Asset Allocation

(Correlation & Covariance)

#4

CAPM & Beta Coefficient

#5

Efficient Market Hypothesis

#6

Midterm Exam Review

Bond Analysis

#7

Bond Analysis & Valuation

#7

Equity Analysis & Valuation

#8

Financial Analysis

#9

Celerity Financial Analysis

Project Discussion

Derivatives Analysis & Intro to Valuations

#10

Option Valuation & Strategies

#11

FINAL EXAM

REVIEW

Options Formula

Options Practice Sheet with Answers

Private Company - DCF Analysis

Assigned Chapters

Assigned Chapters

Link to purchase the Professor's Text Book

6 -7

10

1 - 3

Chapter 1 Excel Sheet

Risk Return TVM

Covariance & Correlation

Beta Coefficient and Regression Analysis

Sharpe Ratio and CAPM

11

6

5

15

13

p 213-224

13

p 236-243

13

p 231-236 & 244

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

Final Exam Review YouTube - Section 1&2

Section 3 & 4

Assigned Spreadsheets

No Spreadsheet Available

Stock Long & Short Purchases

Risk & Return

Covariance Correlation

Scenario Portfolio Return, Covariance & Correlation

Beta Coefficient

CAPM, WACC & DCF

Statistics Workbook

Bond Analysis

Bond Yields, Market Price & Valuation Analysis

Bond Analysis

Bond Yields, Duration and Convexity

Equity Valuation

Hyatt Hotels - Public Company

Private Company - DCF Analysis

Public to Private LBO Q&D Model

Financial Analysis

Options - Intro

Bionomial Option Pricing Model Method 1 (6-step Method)

BOPM (single and 2-period) Method 2

EXAMS

MidTerm

Final Exam

Rooms:

VC 6160

1:00pm - 3:00pm

Option Formulas Review

Options Practice Sheet with Answers

Homework Assignments

Due #1

CONTACT LINK

Due #2

CONTACT LINK

Due #3

CONTACT LINK

Due #4

CONTACT LINK

Due #5

CF Excel Homework

Due #6

CONTACT LINK

Reading Assignments

SIFMA Insights: US ETF Primer

RORs 1926 - 2016

WSJ Article: "Leverage Cycles" 11/09

2017 Warren Buffet Letter

Horse Racing & Options

Project Assigments

Project is Due:

Sun Dec 15:

Dec 11 (+5 Bonus pts)

Project Description

Project Spreadsheet (PDF)

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The Following are the professor's lecture notes for Baruch College Undergraduate Studies - Also check the Excel Spreadsheets that accompany these lecture notes (below)

Fin 3710 - Lecture Notes

Lecture 1 - Introduction to Finance

Lecture 2 - Securities Market Overview

Lecture 3 - Introduction to Risk & Returns

Lecture 4 - Correlation & Covariance

Lecture 5 - CAPM & Beta Coefficient

Lecture 6 - Efficient Market Hypothesis (EMH)

Lecture 7 - Bond Analysis (YTM, YTC, YTW)

Lecture 8 - Equity Analysis & Valuations

Lecture 9 - Financial & Ratio Analysis

Lecture 10 - Derivative Analysis & Valuation

Lecture 11 - Option Analysis

Lecture 12 - Hedge Ratios and Put/Call Parity

Lecture 13 - Futures & Forwards

Projects:

Portfolio Project Description

Portfolio Poject - Spreadsheet - PDF

Articles:

Article: WSJ Article on Leveraged Cycles - November 2009

Fin 3710 - Spreadsheets:

Lecture 1: N/A

Lectures 2 & 3: Risk & Return

Lecture 4: Covariance & Correlation

Lecture 5: Beta Coefficient

Lecture 5: Equity Analysis

Lecture 6: Statistics Workbook

Lecture 7: Bond Analysis

Lecture 8: Equity Valuation

Lecture 9: Financial Analysis

Lectures 10, 11 & 12: Derivatives

Lecture 13 - Futures & Forwards

midterm Worksheet

midterm worksheet

DER Midterm Exam Answers 2019