NBAE 5060 - Financial Analysis and Investment Management

Spring. 2 credits. Letter grades only (no audit).

Enrollment limited to: students enrolled in the Cornell Executive MBA Metro New York Degree program.

S. Bhojraj.

This course aims to provide the basic tools of financial analysis and investment management with a particular emphasis on equities. The first part of the course will focus on discussing topics in financial analysis including profitability analysis, cash flow analysis and key methods of valuation all of which are approached from an investor’s perspective. The second part of the course will focus on the different topics in investing. We will discuss the role of investor biases in the possible decoupling of the value of a stock from its price. Strengths and limits of different approaches to investing including value and growth strategies, momentum investing, active and passive investing including index funds will be discussed. Investment vehicles including mutual and hedge funds will also be discussed. Throughout the course we will address current topics in investing like low-volatility strategies and the compressing fee structures. There will be a quiz at the end of the course. This will be individual and in class.