FIN 422: Student Managed Investment Fund

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings (See Below)

Part I: Introduction

1

(Top)

8/27-9/2

Introduction

Learning Objective: TBA

Slides: Topic 1

 

IV 1

    Part II: Investment Philosophies  

2

(Top)

9/3-9/9

Value  and Growth Investing 

Learning Objective: TBA

Slides: Topic 2

Labor Day (9/3) No Classes

 

IP 8-9

3

(Top)

9/10-9/16

Market Timing, Efficient Markets and  Investment Philosophies

Learning Objective: TBA

Slides: Topic 3

 

IP 12-13

    Part III: Financial Statement Analysis  

 4

(Top)

9/17-9/23

 Accounting Principles

Learning Objective: TBA

Slides: Topic 4

 

 

5

(Top)

9/24-9/30

Financial Statements 

Learning Objective: TBA

Slides: Topic 5

 

 

6

(Top)

10/1-10/7

Ratio Analysis 

Learning Objective: TBA

Slides: Topic 6

 

 

7

(Top)

10/8-10/14

Financial Forecasting 

Learning Objective: TBA

Slides: Topic 7

University Improvement Day (10/9) No Classes

 

 
   

Part III: Estimating Input Factors

 

8

(Top)

10/15-10/21

Financial Statements  

Learning Objective: TBA

Slides: Topic 8

Exam 1, Monday 10/16 (Topics 1-7)

 

IP 3, IV 3

9

(Top)

10/22-10/28

Risk Parameters and the Cost of Capital

Learning Objective: TBA

Slides: Topic 9

 

IV 8

10

(Top)

10/29-11/4

Estimating Growth

Learning Objective: TBA

Slides: Topic 10

IV 11

 11

(Top)

   11/5-11/11

Risk Free Rate and Risk Premia 

Learning Objective: TBA

Slides: Topic 11

 IV 7

12

(Top)

11/12-11/18

Terminal Value

Learning Objective: TBA

Slides: Topic 12

Veterans' Day Holiday (11/12) No Classes

IV 12
   

Part IV: Valuation Techniques

 

13

(Top)

11/19-11/25

Discounted Cash Flow

Learning Objective: TBA

Slides: Topic 13

Fall Break/Thanksgiving (11/21-23) No Classes

IV 13, 14

14

(Top)

11/26-12/2

Relative Valuation and Earnings Multiples 

Learning Objective: TBA

Slides: Topic 14

IV 17, 18

15

(Top)

12/3-12/7

Relative Valuation and Book Multiples

Learning Objective: TBA

Slides: Topic 15

Materials Due for Foundation Presentation (TBA)

IV 19
    Presentations to the WSU Foundation

   

  Date: TBA

  Report due in D2L: TBA


 

 

 

Final Exam

  Date: TBA


 

    Abbreviations for Readings:

     IP = Aswath Damodaran. Investment Philosophies: Successful Strategies and the Investors Who Made Them Work. 2nd ed. Wiley, 2012.

     IV = Aswath Damodaran. Investment Valuation: Tools and Techniques for Determining the Value of any Asset. 3rd ed. Wiley, 2012.