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上課進行方式: 前60分鐘--國際個案 (Present 20分鐘,作業 Q&A 30分鐘, 小結10分鐘); 共分6組, 值星組作20分鐘內的引言報告, 非值星組每人繳交一頁的預習作業.
Class Schedule
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| 1 |
9月12日 |
course introduction, grouping |
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前半段課程說明, 選出課代, 請課代協助建立line 群組及雲端教材資料夾, 預習繳交的寄送信箱 |
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How to study and discuss cases |
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| 2 |
9月19日 |
Case 1 |
Ethics in Finance |
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application-code-standards-l2 |
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application-code-standards-l3 |
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| 3 |
9月26日 |
ESG in Finance (CFA 視訊) discussion |
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Two experts debate the pros and cons of ESG |
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https://www.youtube.com/watch?v=2WTpDGGn4t4 |
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Aswath Damodaran: "ESG is the most oversold and overhyped concept in the history of business." |
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https://www.youtube.com/watch?v=AWRk46h2ySI |
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Ethics in Finance |
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| 4 |
10月3日 |
case 2 |
To think like an investor--Warren E. Buffett 2015 |
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Buffett follow-up PPT |
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Buffett s Alpha |
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Aswath Damodaran. Smart Money vs Stupid Money. Humble Money vs Arrogant Money. |
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https://www.youtube.com/watch?v=QrdODA2_RwI |
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When Diversification Fails 1 |
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巴菲特談科技股：蘋果跟 IBM 有什麼不同 |
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https://www.youtube.com/watch?v=BRxAkfzH8mQ |
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好球才揮棒, 你只須很懂你感興趣的https://www.youtube.com/watch?v=BAMiemNe2fk |
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| 5 |
10月10日 |
case 3 |
The battle for Value 2016-- Fdex vs. UPS |
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Fundamentals of Value versus Growth Investing |
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financial-statement-analysis-applications |
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| 6 |
10月17日 |
case 4 |
Genzyme and Relational Investors |
• Intro Video: “Henri Termeer Introduction” (available at http://youtu.be/6LF_CB7Pa3U) |
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What Is Quality |
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• Epilogue Video: “Epilogue” (available at http://youtu.be/BPD7wpEXTDg)
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http://youtu.be/BPD7wpEXTD |
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| 7 |
10月24日 |
case 5 |
Cost of capital for multi-division firm -- Chestnut Foods |
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Cost of capital |
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| 8 |
10月31日 |
case 6 |
Multifaceted capital investment decisions --Target Corporation |
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| 9 |
11月7日 |
case 7 |
Dividend and stock buyback decisions: Autozone, Inc. |
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Dividend and stock buyback analysis |
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Buybacks are the most sensible way of returning cash, says professor |
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https://www.youtube.com/watch?v=ctwUTmokUpE |
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國內個案開始報告 |
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| 11 |
11月14日 |
case 8 |
IPO Valuation-- Rosetta Stone |
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Private stock valuation |
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Lyft overvalued here, according to the dean of valuation, Aswath Damodaran |
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https://www.youtube.com/watch?v=K0wky8yyjuM |
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Demodaran on IPO valuation |
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| 12 |
11月21日 |
case 9 |
Convertible Bond valuation and financial engineering -- MoGen, Inc. |
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| 13 |
11月28日 |
case 10 |
Corporate acqusition: Sanofi-Aventis's Tender offer for Genzme |
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Merger and Acquisition |
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Acquisition Ornaments: Synergy, control & complexity |
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https://www.youtube.com/watch?v=QneDmX_WUyA&list=PLUkh9m2BorqnKWu0g5ZUps_CbQ-JGtbI9&index=12 |
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| 14 |
12月5日 |
Case 11 |
Corporate governance influence -- Hershey Foods Co. |
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| 15 |
12月12日 |
Case 12 |
Business unit Divestiture: DuPont Corporation:Sale of Performance Coating |
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| 16 |
12月19日 |
Revised個案期末報告 (1) -- 含兩個教材個案及一個 follow-up 個察的彙整報告 |
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| 17 |
12月26日 |
Revised個案期末報告 (2) -- 含兩個教材個案及一個 follow-up 個察的彙整報告 |
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| 18 |
1月2日 |
Revised個案期末報告 (3) -- 含兩個教材個案及一個 follow-up 個察的彙整報告 |
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1月9日 |
Deadline for revised個案完整版繳交 |
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