Applied Concepts in Equity Analysis and Financial Modeling

Catalog description

Students in the UASBIG student-managed investment fund apply skills from B FIN 494 and 495, as well as portfolio management and trading concepts. Students learn valuation techniques including EV/EBITDA and Sum-of-Parts analysis, and the modeling of acquisitions and divestitures, and gain experience mentoring junior analysts. Each student must submit at least one professional-quality report and stock recommendation, and demonstrate leadership and assume a mentoring role in UASBIG. Prerequisite(s): B FIN 495. S/U graded.