Financial Analysis and Equity Investing

Catalog description

The purpose of this course is to give students a broad understanding of financial statement analysis and valuation issues. The emphasis is on helping students understand the basic equity research process for use in investment and business decision applications. The course format is a combination of examples, case studies, and lectures. Potential topics include information sources, strategic ratio analysis, accounting quality, non-GAAP metrics, cash flow analysis, forecasting financial statements, and firm valuation using discounted cash flow and residual income techniques. The course deliverables include an equity research project and a final exam.