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This course combines the methods and teachings of security analysis with practical buy-side methodologies to identify and research attractive value investments. Emphasis will be placed on the development and implementation of a sound and repeatable research process. Both long and short methodologies will be covered during the semester. This course will leverage your theoretical learning in security analysis plus require you to develop business acumen and industry expertise. A combination of fundamental analysis and assessment of intrinsic value will be balanced with thematic thinking and business judgment. The course should arm you with the tools to identify attractive value investments through a variety of methodologies for several alternative fund strategies. Throughout the semester, students will prepare five full investment memoranda on assigned stock securities. After the first name, which will be assigned to the entire class, subsequent stocks will be assigned to small groups of students. Certain students will be required to develop the long thesis while others develop the short thesis. Ultimately each student will select one of their ideas to further develop (long or short) for a final presentation to the class and outside fund managers. The class will be kept small to take advantage of the instructional method. Class discussions will be complemented by guest discussions from highly regarded investment professionals from the long only and hedge fund community.
Division: Finance
Center/Program: Heilbrunn Center for Graham & Dodd Investing

Prerequisite

Complete ALL of the following Courses

Spring 2025

B8373 - 001

Faculty
David Horn
Eric Almeraz
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

Day(s)
Date(s)
Start/End Time
Room
  • Tuesday 01/27/2025 - 05/02/2025 6:00PM - 9:15PM Geffen 570

Fall 2024

B8373 - 001

Faculty
Kevin Oro-Hahn
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

App-Only. For more information, contact [email protected]. Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

View schedule

B8373 - 002

Faculty
Mark Cooper
Jonathon Luft
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

App-Only. For more information, contact [email protected]. Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

Day(s)
Date(s)
Start/End Time
Room
  • Thursday 09/03/2024 - 12/06/2024 6:00PM - 9:15PM Kravis 630

B8373 - 003

Faculty
Timothy Quinn Jr
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

App-Only. For more information, contact [email protected]. Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

Day(s)
Date(s)
Start/End Time
Room
  • Tuesday 09/03/2024 - 12/06/2024 2:20PM - 5:35PM Kravis 630

B8373 - 004

Faculty
Scott Hendrickson
Matt Fixler
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

App-Only. For more information, contact [email protected]. Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

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B8373 - 005

Faculty
Ericl Gandi
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes

Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.

Day(s)
Date(s)
Start/End Time
Room
  • Thursday 09/03/2024 - 12/06/2024 2:20PM - 5:35PM Kravis 630

Spring 2024

B8373 - 001

Faculty
David Horn
Eric Almeraz
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes

Attendance at first class is mandatory for all enrolled students as well as those on a waitlist or who hope to add the class during Add/Drop.

Day(s)
Date(s)
Start/End Time
Room
  • Tuesday 01/22/2024 - 04/26/2024 6:00PM - 9:15PM Kravis 430

Fall 2023

B8373 - 001

Faculty
Kevin Oro-Hahn
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

Application-Only, please get in touch with [email protected] for more information.
Please note that this course has a make-up date on Friday, September 8 only.

View schedule

B8373 - 002

Faculty
Mark Cooper
Jonathon Luft
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

Application-Only, please get in touch with [email protected] for more information.

Day(s)
Date(s)
Start/End Time
Room
  • Thursday 09/05/2023 - 12/08/2023 6:00PM - 9:15PM Kravis 430

B8373 - 003

Faculty
Timothy Quinn Jr
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

Application-Only, please get in touch with [email protected] for more information.

Day(s)
Date(s)
Start/End Time
Room
  • Tuesday 09/05/2023 - 12/08/2023 2:20PM - 5:35PM Kravis 430

B8373 - 004

Faculty
Scott Hendrickson
Matt Fixler
Part of Term
MBA - Full Term
Section Syllabus
No Syllabus
Section Notes

Application-Only, please get in touch with [email protected] for more information.
Please note that this course has a make-up date on Friday, September 8 only.

View schedule

B8373 - 005

Faculty
Christopher Webber
Timothy Abbott
Part of Term
MBA - Full Term
Section Syllabus
Download Syllabus
Section Notes
Day(s)
Date(s)
Start/End Time
Room
  • Wednesday 09/05/2023 - 12/08/2023 6:00PM - 9:15PM Kravis 430
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