Applied Equity Analysis and Portfolio Management + Online Video Course: Tools to Analyze and Manage Your Stock Portfolio

Preface

Welcome to the equity analysis and portfolio management learning system. With so many books on finance and investments already available, I'm sure you'd like to know why you should consider investing in these materials. This learning system was designed to provide students and investors with a solid grounding in the timeless principles of investing, delivered via what is usually called experiential learning—where you learn by doing. The chapters, video course, homework exercises, and companion spreadsheets will make it easy for you to do more than just describe the things you learn—you'll be able to use free online data to create your own analyses of key economic indicators, individual stocks, and stock portfolios. Moreover, you'll be able to print or publish your analyses as professionally formatted reports for your own use, as part of your student investment fund course, as discussion items for investment clubs, or to turn in as project work for course credit. In most cases, the outputs the learning system helps you create will meet or exceed the standard set by your college instructor. And, if you're a student enrolled in a school of business where you've mainly been required to take tests and write papers, the learning system outputs will also help showcase your skills to potential employers. My students have been taking outputs such as these on interviews for years. It's been a privilege helping these young people start their careers as financial, credit, and business ...