Investments

The evaluation of the risk and return of a financial asset is called security analysis. Traditionally, this process uses accounting information to model the relevant cash flows and market information to estimate an appropriate discount rate. This is also called fundamental analysis. Investments also provides an introduction to portfolio optimization and the Black-Scholes Option Pricing model. Check my library for additional books, blogs, magazines, and movie recommendations.

Textbook – Investments by Bodie, Kane, and Marcus

Assessment

  • 2 Exams
  • Online Homework completed on the students’ schedule
  • Relative Valuation
  • Portfolio Optimization in Microsoft Excel
  • Efficient Frontier
  • Estimate Beta(s) using Microsoft Excel and Bloomberg
  • Equity Analysis

Resources

Topic Coverage