Curriculum

SEMESTER 1 – Curriculum Outline

Making the big concepts understandable through effective storytelling and class projects

1

The Time Value of Money

What did the pair of Nike shoes really cost you?

2

Introduction to the Stock Market & Portfolio Theory

Case Study: Would you have liked to become an owner of Netflix in 2002? You could have. The Chipotle chicken scare of 2015.

3

Risk and Reward

Case Study: How Eddie Lampert became a billionaire investing in the two worst retailers in America.

4

Introduction to the Balance Sheet

Case Study: The Disney 2009 acquisition of Marvel Studies. The magic of intangible assets.

5

Introduction to the Income Statement

Case Study: Gandolf the Grey (Lord of the Rings) and the greatest software company you’ve never heard of.

6

Introduction to Price/Earnings Ratios

Class Project: How do you know if one painting is undervalued relative to another?

7

What Determines Stock Price Movement

Class Study: General Motors, the cursed value trap.

8

The Cost Of Capital

Class Project: Artificial Intelligence (AI). Parallels with the Internet Bubble. The Innovator’s Dilemma.