FIN 422 - Student Managed Investment Fund

Chapter 5

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NOTE: All end-of-chapter problem solutions are available in D2L.

Group Information: Groups have been assigned in D2L. our group might want to set up a Microsoft Teams Site for the presentations. It allows your group to communicate, post documents, and, probably most importantly, edit common documents, such as PowerPoint slides. Information on setting up a Teams Site at WSU is here.

FIN 422: Presentation/Report Instructions and Guidelines

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Presentation 1: 1) an overview of your firm, 2) an overview of the industry, its issues and trends, and the firm’s competitors, 3) a discussion of the areas that you might investigate for mispricing and the techniques you might use to demonstrate the mispricing, and 4) a discussion of why this would be an appropriate addition to the portfolio.

MindTap Assignment, Chap. 5, Due: Sunday, 2/8 (MindTap assignments are in D2L.)

Group AI Assignment 1, Due: Sunday, 2/8 (Submit the Group AI assignments in D2L.)

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Chapter 10

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MindTap Assignment, Chap. 10, Due: Sunday, 2/15

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Chapter 9

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Presentation 2: 1) seven ways capital can be allocated, 2) compensation and governance, 3) analysis of the industry and its trends, and 4) construction of a peer group.

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Group AI Assignment 2, Due: Sunday, 3/1

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Damodaran, Investment Valuation 2e, Chap. 14 FCFE F(D2L)

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Presentation 3: 1) what are your firm's competitive advantages and do they have a 'moat'?, 2) characterize your firm, e.g., growth, value, defensive, cyclical, etc., 3) the competitive strategy of your firm using Porter's analysis of competition, and SWOT analysis, and 4) revenue and earnings trends: five years of historical data and five years of projections.

Presentation Notes: In (2), do not limit yourself to the categories or discussions in the textbook, and in (4) be prepared to explain how you calculated the projections and how you justify them in economic and financial terms.

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Exam 1, Friday 3/7 (through Topic 4), Friday, 3/6

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MindTap Assignment: None

Group AI Assignment 3, Due: Sunday, 3/29

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Chapters 4

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Presentation 4: Free Cash Flow to Equity (FCFE) Model.

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Presentation 5: Final Presentation Practice (After each of your final presentations, send me your slides. Send then as PowerPoint slides attached to an e-mail; do not send me a link to OneDrive, Dropbox, etc., since those often do not work for me.)

MindTap Assignment: None

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Chapter 11

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Group AI Assignment 4, Due: Sunday, 4/19

MindTap Assignment, Chap. 11, Due: Sunday, 4/19

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Chapter 17

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MindTap Assignment, Chap. 17, Due: Sunday, 4/26

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Chapter 18

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MindTap Assignment, Chap. 18, Due: Sunday, 5/3

Group AI Assignment 5: Due 5/3

Note: Both these assignments are due sooner than usual.

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Equity Report, Due: Sunday, TBA (Submit the Project in D2L.)

For the date and time of Exam 2/Final Exam, see the Registrar's webpage.

Exam 2 Review Slides