Introduction to Wall Street
Valuation and Metrics
Lukas Vlahos
Tim Krauter
Questions from last 2 lectures?
Income statement
Balance Sheet
Margins
Fundamental analysis
Competitive Moats
Roadmap for Today
How to make money from stocks
Defining Price/
The Grade Distribution
(You may pick your own grade for the class)
Off Limits
NP
P
Introduction to Fundamental Investing
Lukas Vlahos
Tim Krauter
Expectations
You want to be in this class
Come to each lecture prepared to discuss some of the hot
topics c
Lecture 2- Fundamental
Analysis
Tim Krauter
Lukas Vlahos
*Some original slides by Andy Zhao and
Andrew Yen
Outline for Today
2 parts to todays lecture
1. Framework of fundamental investing;
how do we think about
investing/generating excess returns?
2. Ho
ITFI Lecture 5
Investment Thesis
What is an Investment Thesis
Your opinion on a stock that answers two main questions:
Why is this company undervalued?
What will unlock this value?
Anatomy of an investment thesis:
Business Model
Growth Driver
Valua
Stat 198 for 134
Instructor: Mike Leong
Chapter 3: Random Variables
Last updated: 8/30/2017
Section
3.1 Introduction
3.2 Expectation
3.3 Standard Deviation and Normal Approximation
3.4 Discrete Distributions
3.5 Poisson Distribution
3.6 Symmetry
Chapter 3
Stat 198 for 134
Instructor: Mike Leong
Summer 2015 Stat 134 Quiz 1
Chapter 1: 50 minutes
1. Suppose two -sided dice are rolled. Find the probability that the maximum of the two
numbers rolled is exactly equal to for some = 1, , .
2. For , roll -sided dic
Stat 198 for 134
Instructor: Mike Leong
Chapter 2 Review
1. Roll a die 18 times. Let = # of ones in all 18 rolls, 1 = # of ones in the first 7 rolls, and
2 = # of ones in the last 11 rolls. Find the probability of each event.
a) There are 3 ones in the fi
ITFI Financial
Statements
Tim Krauter
Lukas Vlahos
What are they, and why do we care?
Government mandated reports detailing all facets of a companys
finances.
Quantitative supplement to our qualitative, fundamental research.
Project forward to predict