[1-B] Market Bubble Chart
Detail the timeline;
Why do we mention the dot-com bubble?
While the market indisputably moves higher in the long-term –
It is important to understand that are and will always be periods of uncertainty –
In the long run, use dips as steady buying opportunities.
Additionally, it teaches the danger of chasing unsustainable trends: Many of the companies rapidly rising in 2000 did not have sound financials –
The companies that succeed long-term must have solid fundamentals (financials).
[2-A] Analyst Opinions
Why do we talk about analyst opinions?
When researching stocks they are fairly common to come across.
However we emphasize that decisions to hold companies in your portfolio should be ultimately made by you.
[3-A] Insiders
Live demo of SEC website
[4-A] Investment Competition
Currently there are 12 people registered, with two teams created (6 per team) –
Team building will be soon; first talk about competition aims.
See who is not registered yet but still wants to register
(Need a script? I got you:)
This competition is an online investment competition created by the University of Pennsylvania, lasting from late-September to late-December.
It consists of two main goals:
- The first goal is to grow the simulated portfolio your team will use to invest in stocks (companies)
- This means your goal will be to generate returns by INVESTING (not speculating)
- The second goal (arguably more important) are the midterm and final reports (projects) that your team will need to create
- These reports require you write about your INVESTMENT METHODOLGY (why you chose specific stocks) and how they meet the goal of the CASE STUDY.
- What is the “case study”? (Aedan can explain if needed)
Are there any questions?
End of slide