Spring 2024 Finance B8378 section 001

Legends in Value Investing

Legends in Value Investin

Call Number 14594
Day & Time
Location
TR 6:00pm-7:30pm
490 Kravis Hall
Points 1.5
Grading Mode Standard
Approvals Required None
Instructor Tano Santos
Type LECTURE
Method of Instruction In-Person
Course Description This class combines B8377 Value Investing in Term A with the Value Investing with Legends lecture series in Term B. Term A is intended to teach students the fundamentals of the value approach to investment management developed by Graham and Dodd. This will be done through a combination of formal lectures, cases and in-class valuation discussions. The substantive areas covered will include (1) the fundamental assumptions and approaches to value investing, (2) techniques for assessing fundamental value - balance sheet and earnings power approaches, (3) structuring value-based portfolios to control risk and (4) designing strategies for searching efficiently for value investing opportunities. The second half of the semester (Term B) is intended to expose students to the practical implementation of Graham and Dodd investing principles. Through presentations by leading value investors, students will learn how individuals develop an investment process to suit their personality and personal biases. Investors will discuss: 1. search strategy, 2. valuation approach, 3. research techniques, and 4. risk management in the context of their own investments.
Web Site Vergil
Department Finance
Enrollment 40 students (40 max) as of 11:52PM Thursday, December 5, 2024
Subject Finance
Number B8378
Section 001
Division School of Business
Open To Business, Journalism
Section key 20241FINC8378B001