Students will break into teams with each team selecting a promising stock that the team will research throughout the course and ultimately pitch to a group of investors. Faculty will provide hands-on help to students throughout this process. Along the way; students will be introduced to core investment concepts including the characteristics of different asset classes, public vs private equity, the workings of the stock market, company financials, company valuation and portfolio design. By using an experiential learning approach, students will quickly engage in the topic, and the instructor introduces the underlying theory and concepts as students proceed with their project.

Finance & Investing - P&L analysis

Learning Outcomes in this course

Study the underlying factors that influence publicly traded stock prices, and learn about options, futures and margin trading.

Analyze P&L and balance sheets to gain useful insights into company valuations and private equity investments.

Conduct equity research, and value a company using time-tested principles from professional investors.

Gain valuable insights, and develop an investment pitch for an asset or stock that you believe is greatly undervalued.

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Summer Springboard pre-college Summer Program