FIN 440-UIndy Student Fund
During this course, students will be expected to participate in a series of activities designed to further their knowledge of security analysis and investment banking. The activities will include a review of market research, fundamental analysis of securities, research report creation, and end with a presentation / recommendation to an investment committee. Most work is self-directed and students are expected to allocate a significant amount of time outside class time for this course.
Required Textbooks & Materials:
Essentials of Investments by Bodie, Kane and Marcus, 10th edition, McGraw Hill, 2017
The Intelligent Investor: A Book of Practical Counsel, by Graham, B., & Zweig, J., Revised edition, New York: Collins Business Essentials. (2005).
The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market by Pat Dorsey, 1st Edition, Wiley (2014)
Syllabus - Content of web and material in class supplements syllabus
Weblink Assignments ( * requires UIndy intranet access)
10– BCF Report *
13- Company Thesis
19- M&A News
20- M&A research
21- IPO reseach
32– Keuric report *
33– Walmart report *
Academic Dishonesty and Plagiarism
You must not adopt or reproduce ideas, words, or statements of another person without giving an appropriate acknowledgement to the source. You must give due credit to the originality of others and acknowledge an indebtedness wherever you:
· Quote another person’s actual words, either oral or written;
· Paraphrase another person’s words, either oral or written;
· Use another person’s ideas, opinions, or theories; or
· Cite facts, statistics, or other illustrative material, unless the information is common knowledge.
All assignments must be your original work and not the work of other students. Neither group work nor the individual work of another student may be submitted by you. Submission of such work will be considered academic misconduct. Incidents of academic misconduct, dishonesty and/or plagiarism will be handled as per the Student Handbook.
The University of Indianapolis maintains a university license agreement for an online text matching service called Turnitin. At my discretion, I will use this web-based plagiarism detection service and/or require students to submit work to this service to determine the originality of student papers. A random 4-digit ID number will be assigned to each student prior to submission to this web-based plagiarism detection service.