Spring 2025 Finance B8380 section 001

Advanced Investment Research

Advanced Investment Resea

Call Number 16691
Day & Time
Location
M 6:30pm-9:30pm
To be announced
Points 3
Grading Mode Standard
Approvals Required None
Instructor Kian Ghazi
Type LECTURE
Method of Instruction In-Person
Course Description This will be a demanding class meant for the student intent on entering the investment management industry post-graduation. As such, only students who demonstrate a compelling interest in professional investment management will be admitted, and admission will be limited to 10 students to ensure quality of experience for all involved. This seminar is not open to the bidding process and no auditors will be allowed. The purpose of this section of Advanced Investment Research is to help students learn how to rip apart" a company and draw thoughtful conclusions about whether it might make for a good investment opportunity. Topics will include stock selection, identifying the key investment factors, developing a variant view, and networking with industry contacts to help confirm or refute one's thesis. The class will culminate with students delivering a detailed research recommendation on a single investment idea to a panel of judges. The goal is for students to leave class with an actionable investment idea and a framework for how to develop and research ideas in the future.

This class will be demanding and potentially overwhelming if you are not prepared to dedicate significant time and energy to it. Students should expect 20-25 hours of work per week outside of class, and the work load may be higher if you have not previously done detailed fundamental investment research. We recommend that you do not take this class if you are unable to put in this amount of time because you will not be able to keep up, and you will not be happy with your final grade.

Note: this class will also include a substantial pre-class assignment which will be a material part of the final grade.
Web Site Vergil
Department Finance
Enrollment 13 students (12 max) as of 4:05PM Saturday, December 21, 2024
Status Full
Subject Finance
Number B8380
Section 001
Division School of Business
Open To Business, Journalism
Section key 20251FINC8380B001