教學大綱 Syllabus

科目名稱:巴菲特投資學

Course Name: Warren Buffett's Investment Methodology

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

20

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

The purpose of this course is to analyze Mr. Warren Buffett's investment strategy and methodology from a sustainable business perspective.  A sustainable business is defined and understood as a business with long-term version for generating corporate profits and promoting community sustainability preferably at a global level. This course also evaluates a CSR or sustainability report released by a Berkshire Hathaway company such as a Brooks, Dairy Queen, Fruit of the Loom, or GEICO report. Moreover, this course will help students comprehend the significance of certificated circular products. [Note: To achieve the aforementioned goal, this course will try to invite several firms to cooperate with each other and arrange an organization temporarily entitled "Platinum League of Circular Products" (PLCP).]

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    (A) An inquiry into Mr. Warren Buffett's business philosophy and investment strategy

    (B) An understanding of Mr. Warren Buffett's contribution to Berkshire Hathaway

    (C) An analysis of Berkshire Circular Business Model

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

    Selective Lecture & Discussion Topics

    1. Finance and Investing
    2. Common Stocks
    3. Mergers and Acquisitions
    4. Buffett's Value Investing Rules
    5. Brk B
    6. Brk A
    7. Corporate Governance and Sustainability
    8. Circular Economy
    9. Circular Business Models
    10. Sustainable Finance
    11. Sustainable Derivatives
    12. Financial and Accounting Shenanigans
    13. Sustainability Report 
    14.  Sustainability Policy
    15. GDP and Circular GDP  

     

    授課方式Teaching Approach

    50%

    講述 Lecture

    20%

    討論 Discussion

    30%

    小組活動 Group activity

    0%

    數位學習 E-learning

    0%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    Grades will be determined on the basis of the student’s performance in relation to a) class attendance and participation, b) two individual assignments, c) one group presentation on reviewing a Berkshire Hathaway company and d) one research report.

    Class attendance and participation (10%)

    Individual assignment (20%)

    Group presentation (30%)

    Final research report on Berkshire Circular Business Model (40%)

     

    指定/參考書目Textbook & References

    (Required Texts)

    (A) Cunningham, Lawrence A. The Essays of Warren Buffett: Lessons for Corporate America. Fourth Edition. 2015. (ISBN: 978-1-61163-758-8)

    (B) Ross, Stephen A., Randolph W. Westerfield, and Bradford D. Jordan. Essentials of Corporate Finance. 10th ed., 2020. McGraw-Hill. 

    (Reference Books) 

    1. Brears, Robert C. Natutral Resource Management and the Circular Economy. Cham, Switzerland : Palgrave Macmillan, 2018.

    2. De Angelis, Roberta.  Business Models in the Circular Economy: Concepts, Examples and Theory. Cham, Switzerland : Palgrave Macmillan, 2018.

    3. Lin, Brian Chi-ang and Zheng, Siqi. (eds.) Environmental Economics and Sustainability. Oxford, UK: Wiley Blackwell, 2017.

    4. Osterwalder, Alexander and Pigneur, Yves. Business Model Generation : A Handbook for Visionaries, Game Changers, and Challengers. Hoboken, N.J.: Wiley, 2010.

     

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    課程相關連結Course Related Links

    https://www.youtube.com/watch?v=Y7cRoQQ7liU

    課程附件Course Attachments

    課程進行中,使用智慧型手機、平板等隨身設備 To Use Smart Devices During the Class

    需經教師同意始得使用 Approval

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