Part 1: Introduction including Mutual Funds |
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Part 1: |
Syllabus: BUS-123-502 Online - Audio Commentary of Online Class Syllabus - Long Format Long format also in Canvas Your Humble Professor Introduces Himself Your Humble Professor Introduces Himself with just audio A Guided Tour of the class website - Audio Uh, it's what yer lookin' at right now. Videos on Apple iTunes iTunes has been eratic of late. I think Apple is going to shut it down soon. Zoom Room Virtual Office We will have at least three online Zoom office hours this semester, typically Thursday nights from 7:00 pm to 7:55 pm. Dates: Thursday, September 16th, 7:00 to 7:55 pm (coincide with exam #1) Saturday, October 16th, 4:00 to 4:55 pm (coincide with exam #2) Thursday, December 9th, 7:00 to 7:55 pm (coincide with final exam) |
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Chapter 1: |
Chapter 1 Materials - Introduction, Overview, and Risk versus Return Presentation file Every chapter has a Google Docs slide presentation that can be read with Google Docs, OpenOffice, LibreOffice, or PowerPointless Study Guide - Video - Audio Discussion of the chapter study guides and how to use Google Docs Assignment - Commentary The process is more important than the information and answers. Enjoy! Short-Term Investments Assignment - Commentary TreasuryDirect.gov Assignment - Commentary TreasuryDirect.gov Your Federal Tax Dollars at Work! Cetes Directo El TreasuryDirect.gov de Mexico - Miralo - Una tasa de interes mas grande que los estados unidos How to Submit Assignments - Commentary Discussion Boards Assignment Everyone post! We need your input! Don't worry about what you will say! Just write something! - Commentary Add your picture to the discussion boards! We want to see your smiling face! Security? But I'm not an Administration of Justice Major! No, not that type of security! Security Types Matching Handout - Answer Key Memorize for exam! You must know these! Investopedia: What is a Security? Sample Portfolio Class Project - Commentary Create Your Own Portfolio: Video - Audio Snapshot (27 Aug 2021) We are off to a quiet start. Woulda' done a whole lot better except for Smucker's! Snapshot (3 Sep 2021) Not much change from last week. Quiet week. Snapshot (10 Sep 2021) Ooo! Down 2 1/2%. Hmmm. Maybe we ought to swap out at least one of our holdings, eh? Anyone ever heard of Progenity, symbol PROG? Oscar wants us to buy it. Snapshot (17 Sep 2021) September is the worst month of the year for stocks. If it weren't for Blackstone, we would be really hurting. Snapshot (24 Sep 2021) "We got that sinking feeling. Whoa, that sinking feeling!" Snapshot (1 Oct 2021) Yet another dismal September. Whaddya' think October will be like? (Do we really want to know?) Snapshot (8 Oct 2021) Well, we have recovered a tiny bit. Could be worse, eh? Snapshot (18 Oct 2021) We are slowly recovering. It ain't pretty. Snapshot (22 Oct 2021) Hey! We are almost back up to breakeven! Snapshot (29 Oct 2021) Ah, well, we are still almost back up to breakeven! Snapshot (5 Nov 2021) We finally made it back above $100,000! Snapshot (12 Nov 2021) Aha! We are clawing forward, ever so slowly! Snapshot (19 Nov 2021) Still above water. Better than a loss, right? Snapshot (26 Nov 2021) Yikes! Covid strikes again! Well, it could have been worse... Snapshot (3 Dec 2021) Ending with a 2% loss. Investing in the time of Covid. Yucch. Bibliography - Books to Read (Eventually) - Commentary Future Value Worksheet - Commentary - Answer Key Future Value Tables Scams They want to take your money! Turn $33,000 into $7,000,000 in just 2 years! - Rates of Return - Commentary Yet another scam -- Turn $500 into $650,000 with no risk! When you see advertisements like these, please send them my way. Thanks! Investopedia article on recent stock scams Advice from a Scam Expert on How to Spot a Scam The same kind of illegal behaviors go on in the world of weight loss supplements Some weight loss supplements have Prozac and Viagra! Short-term Securities Investments Investopedia: An Introduction to Commercial Paper T. Rowe Price Cash Reserves Money Market Fund Interesting. This fund can have securities that mature in up to 397 days but the average is 60 days. Fidelity Money Market Fund Annual Report -- April 30, 2021 Vanguard Municipal Money Market Fund Municipal money market funds are tax-exempt at the Federal level U.S. Government Money Market Mutual Fund Annual Report Scroll down to pages 5 and 6 to see the Treasury bills and corporate paper that the money market owned on September 30, 2020 Short-term Securities Examples: Video - Audio 2020 Example: Spring 2020 2019 Example: Spring 2019 2018 Examples: Fall 2018 - Spring 2018 The Federal Reserve Bank started raising short-term rates in 2015 2014 Example: Fall 2014 - Before 2015, short-term rates were close to zero! Interview with a Dyed-in-the-Wool CD Investor Jeanne tells you why she will only invest in short-term investments Bankrate.com Popular Internet site for researching short-term investments Online Audio Lectures Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 53 Risk versus Return Liar's Poker Story - Slide 47 Are you a Speculator/Trader or are you an Investor? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy The Value Line on the Difference between Investing and Speculating/Trading Chapter 1 - Lecture 4 - Slides 54 to 72 Short-term Investments, A Place to Park Your Money Online Audio/Video Lectures Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 53 Risk versus Return Liar's Poker Story -- Slide 47 Are you a Speculator/Trader or are you an Investor? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy The Value Line on the Difference between Investing and Speculating/Trading Chapter 1 - Lecture 4 - Slides 54 to 72 Short-term Investments, A Place to Park Your Money Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 53 Risk versus Return Liar's Poker Story -- Slide 47 Are you a Speculator/Trader or are you an Investor? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy The Value Line on the Difference between Investing and Speculating/Trading Chapter 1 - Slides 54 to 72 Short-term Investments, A Place to Park Your Money Zoom Recorded Sessions (BUS-123-01) TueThur Lecture 1 -- 24 Aug Introduction: What is an Investment? TueThur Lecture 2 -- 26 Aug An Overview of the Investment Universe and the Relationshiop of Risk and Return TueThur Lecture 3 -- 31 Aug Short-term Investments, Chapter 1 Assignments, Investment Club, Start Mutual Funds |
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Chapter 2:
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Chapter 2 Materials - Mutual Fund: Investments for the Masses Presentation file Study Guide - Commentary Assignment - Commentary Mutual Fund Annual Report Assignment - Commentary (You can use the Annual Reports and Prospectuses links below) Thrift Savings Plan Assignment - Commentary Bonus Assignment: Index Funds and Diversification - Commentary Mutual Fund Case Studies - Commentary (Not an assignment but something like this might just be on the exam -- hint, hint) Investor.gov: What Are Mutual Funds The Federal government explains mutual funds Mutual Funds Used in Lecture #2 AB Large Cap Growth Fund Formerly Alliance Large Cap Growth Fund The Growth Fund of America Legg Mason Value Trust Now called Clearbridge Value Trust Vanguard 500 Index Fund The Admiral shares have replaced the orginial 500 Index Fund Fidelity 500 Index Fund Mutual Fund Types Scramble Sheet (Online lecture 3) - Commentary A Sample Mutual Fund (Online lecture 4 - Just one of over 12,000!) ICA Prospectus: Full - Summary - Web page - Commentary ICA: 87 Years of Investing - Commentary: Video - Audio Top 75 Holdings of ICA - Commentary The Benefit of Time - Commentary Worst Day / Best Day - Commentary Hypothetical Illustrations (Online Lecture 4) $100 per month for 30 years $100 per month for 40 years $100 per month for 40 years - increase $10 each year $500 per month for 20 years $1,000 per month for 20 years Commentary: Video - Audio A Shares (commission-based) versus F or I Shares (fee-based) $500,000 paying the up-front commission - 20 years $500,000 paying the yearly annual fee (Example: Fisher Investments 1.25% yearly fee) - 20 years $500,000 paying the up-front commission - 25 years $500,000 paying the yearly annual fee (Example: Fisher Investments 1.25% yearly fee) - 25 years Commentary: Video - Audio 401(k), 403(b), and other Employer-sponsored Plans Jack Bogle sticks it to the 401(k) world And Senator Oral Hatch is not pleased... Offerings of Sample Mutual Fund Companies Performance (Online lecture 4) Vanguard Funds Performance American Funds Performance Fidelity Funds and all the other funds that they offer through their web site Over 3,400 no transaction fee funds. Over 9,700 funds total! Woman CEO! Dodge and Cox Funds Performance T. Rowe Price Funds Franklin Templeton Funds Woman CEO! Annual Reports and Prospectuses (Online lecture 4 and Mutual Fund Annual Report Assignment) Vanguard Funds American Funds Fidelity Funds Woman CEO! Dodge and Cox Funds T. Rowe Price Funds Franklin Templeton Funds Choose fund and then find [Documents] - Woman CEO! Top 10 Largest U.S. Fund Families: Morningstar ThinkAdvisor, Sep 2019 - Careful: Different sources have different results The Top Three Have Earned Their Stature At least, according to Morningstar.com CityWire Alpha Female Report The Women are gaining but still far behind the Men Mutual Fund Commentaries, Insights, and Perspectives Vanguard Insights - John Bogle's Official Website - Obituary for Howard Schow American Funds Investment Insights - The Capital Ideas (Parent company of American Funds) - Obituary for Jon B. Lovelace Fidelity Funds Insights - Viewpoints - Ned Johnson on Wikipedia Dodge and Cox Funds Video Perspectives Gallery - Insight Papers - Video Gallery Check out The Case for Active Management T. Rowe Price Investing Insights - Biography of T. Rowe Price, Jr. Franklin Templeton Funds Investing Commentary - John Templeton's Official Website No Investment Is Perfect ... Mutual Funds Far Outperform Mutual Fund Investors Huh? That does not make any sense. But it is true! See last presentation. Why The Average Investor's Investment Return Is So Low Like Moths to a Flame In January 2014, investors (?) rushed out of stock funds and into bond funds ... at just the wrong time. Fun video. A Cautionary Tale for Investors An example of a mutual fund without proper oversight by the Board of Directors Woodford Funds Debacle: An example of a mutual fund manager who believed he was invincible. Look for long-term results, Dear Students! The decline and fall of a star stock picker To read this one, you have to create a free account with City Wire Selector Morningstar's take on the Woodford Funds Morningstar also requires you to create a free account to read the article Woodford Funds Debacle The Financial Times now has a "pay wall" for this article. Sorry. Online Lectures Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Zoom Recorded Sessions (BUS-123-01) TueThur Lecture 1 -- 31 Aug Short-term Investments, Chapter 1 Assignments, Investment Club, Start Mutual Funds Mutual funds start at around 1 hour 8 minutes into the video TueThur Lecture 2 -- 2 Sep Mutual Funds History, Open end, Closed end, ETFs Funds; Start Mutual Fund Fees TueThur Lecture 3 -- 7 Sep Mutual Fund Fees; Review Mutual Fund Assignments TueThur Lecture 4 -- 9 Sep Types of Mutual Funds TueThur Lecture 5 -- 14 Sep Mutual Fund Families; A Sample Mutual Fund; Chapter 2 Assignments TueThur Lecture 6 -- 16 Sep Review for Exam #1, Chapter 2 Assignments, Commissions versus Assets-Under-Management Fees |
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Part 2: Stocks, also known as Equities |
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Chapter 3
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Chapter 3 Materials - Introduction to Stocks Presentation file Study Guide Assignment Stock Markets Assignment - Commentary Earnings Call Assignment - Commentary The difference between limit, stop, and stop-limit orders Limit, schlimit! If you want the buy or sell the stock, just use a market order! Market Simulation Handout - Commentary Presentation: Chaos in the Classroom! (Spring 2020 before the lockdown): Video - Video (CC) - Audio Internet Finance Web Sites (Assignments, Lecture #3) Presentation: Video - Audio The Value Line Awesome resource that used to be pay only. Check it out! The Value Line now gives you some information on stocks and all info on the 30 stocks in the Dow Jones Industrial Average Yahoo Finance Yahoo Finance was the best free finance site. Now it is really bad. What is going on at Yahoo? E-mail to and response from the CEO of Verizon Verizon is buying Yahoo. The CEO answered me personally! Users sound off about newly-destroyed Yahoo Finance site Bloomberg Finance Marketwatch Wall Street Journal's free web site (Not so free anymore...) Google Finance Google Finance is great for checking on the international markets CNBC Investopedia Pretty good website (even though it is owned by the same folks who own Tinder) The New York Times Markets Overview ESG - Environmental, Social, and Governance ESG will eat itself Critical look at the difficulties in defining what is good and what is bad FINRA - Financial Industry Regulatory Authority FINRA Investigate your broker and brokerage firm at FINRA's BrokerCheck FINRA Broker Check Just type "PAIANO" for the name and hit [Enter] FINRA Registered Representative Brochure Registered Representative is the legal term for a Stockbroker The new Securities Industry Essentials Exam Started October 1, 2018 Solomon Securities Industry Essentials Exam Preparation Just one of many exam prep companies (I don't get any kickback!) The FINRA Investor Knowledge Quiz Actually, you should wait until the end of the semester before taking this quiz! FINRA SIE Exam Practice Exam Take it over and over and over again! Wait until the end of the semester. The FINRA Investor Knowledge Quiz Wait until the end of the semester for this exam, too. The Spread - How market makers (a.k.a. dealers) make money Casas de Cambio - San Ysidro and Tijuana (Lecture 2) - Video - Audio - YouTube Investopedia explains the bid-ask spread Robinhood is not free! How does a brokerage firm that changes no commission make money? From the spread! The SEC is not happy with Robinhood But doesn't everyone know that they are still being charged when they use Robinhood? (I guess not...) How Robinhood makes money on $0 trades Investopedia is skeptical but not very critical of Robinhood. Robinhood Is Making Millions Selling Out Their Millennial Customers To High-Frequency Traders However, this guy claims the spreads on Robinhood are very high. Breaking News: SEC Considers Banning Order Flow! 31-August-2021: Whoa! Wouldn't that upset the apple cart?! Even in hindsight, it is difficult to choose stocks Eighty-Seven Years Ago (Lecture 3) - Commentary - Results Don't Peek Until You Have Chosen a Company! Stock Certificates Disney - Allied Signal - Campbell Soup Company - Commentary Stock Worksheets Stocks Worksheet 1 - (Lecture 3) - Commentary - Answer Key Stocks Worksheet 2 - (Lectures 4 and 5) - Commentary - Answer Key Stocks Worksheet 3 - (Lecture 5) - Commentary - Answer Key Dividend Reinvestments Plans (DRIPs) Sempra Energy DRIP (Lecture 4) - Commentary Penny Stock and Other Stock Scams DPER -- From $0.006 To $0.06 In Just 9 Days! (Lecture 5) - Commentary Psst. It is now at $0.0000 PPTL -- Turn $0.0138 to $0.05 In Just One Week! What is it selling for now? $0.0000 Yahoo! Advertisement for AwesomePennyStocks.com - Another: "Penny Stocks Made Me Rich!" The same people who are doing the recommending to you are the same scam artists who are selling the bogus stocks to you! They "pump" up the price and then "dump" all the shares! It is a very old scam. AwesomePennyStocks.com shuts down after SEC/FBI probe Sigh. These scams will never end as long as people are greedy and stupid. Another web site that was shut down And they spelled "receive" incorrectly! I before E except after C... Two British Teens Ran "Stock-Picking Robot" Scam Email scam using PRFC - PRFC is one of the few legitimate companies on the OTC. They warned the investment community that they were being used by the penny stock scammers. DRMC: 25-Feb-2015 - 26-Feb-2015 -- Definitive Rest Manufacturing Formerly manufactured mattresses but now makes materials for aerospace industry. Uh, right... STHC: 24-Feb-2015 - 25-Feb-2015 -- SouthCorp Capital Started June 2014 as a company refurbishing run-down homes but now is manufacturing cans and weight loss products. Okay... How Bernie Madoff Made Off With $18 Billion They also ask the question, "Are we protected from the next major Ponzi scheme?" (Spoiler: No.) IPO -- Initial Public Offering or It's Probably Overpriced? It's Probably Overpriced! Rigging the IPO Game Keep a long-term perspective History of Bear Markets - (Lecture 3) - Commentary Another History of Bear Markets Five Weeks of Hell - Fall 2008 It's gonna' happen ag'n, Folks. We just don't know when. Be prepared emotionally. What Past Market Declines Can Teach Us Don't Lose Perspective (Lecture 5) - Commentary BGFN, The Benjamin Graham Financial Network! - Commentary Books to Read about Stocks - Commentary (Same as Chapter 1) Rewards of keeping a long-term perspective 96-Year-Old Secretary Quietly Amasses a Fortune Stocks can make you rich, Dear Students ... but it takes time Woman buys 3 shares of Abbott Labs at age 26 When she dies at 100, she leaves $7 million to her favorite college High Frequency Trading (HFT) FINRA High-Frequency Trading (HFT) Concerns But this guy says that HFT is good for us! Arrgh! Brad Katsuyama, the Hero of Flash Boys, begs to differ. "The system is rigged." And he started IEX to level the playing the field Mr. Katsuyama's full speech The link above is an excerpt SEC gives approval to IEX to become a stock exchange FranklinTempleton, Capital Group, and other large financial firms and pension funds backed IEX Citadel tries to stop IEX! Citadel is the company that pays Robinhood for the order flow. They don't want any competition! One False Move A High Frequency Trading firm loses $440 million in 45 minutes Warren Buffett and Berkshire Hathaway The History of Berkshire Hathaway Class B Shares Online Audio Lectures Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Market Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 4 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies Online Audio/Video Lectures Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Market Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 5 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Market Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 5 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 21 Sep Introduction to Stocks, Historical Returns, Pros and Cons, Begin The Stock Markets TueThur Lecture 1 using Zoom -- 23 Sep Stock Markets (a.k.a. The Capital Markets) TueThur Lecture 1 using Zoom -- 28 Sep Transactions; Market Averages and Indexes; Worksheet 1 and 2; Started Dividends and Other Stock Characteristics TueThur Lecture 1 using Zoom -- 30 Sep Continued Dividends; Types of Stocks and Growth versus Value; Market Capitalization; Stock Investment Strategies |
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Chapter 4:
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Chapter 4 Materials - Fundamental Analysis: Valuation Models Presentation file Study Guide Chapter 4 Valuation Models Assignment - Commentary Chapter 4 Value Line Assignment - Commentary Newport Beach Public Library The Value Line is available online through this library The full version of The Value Line is available at the Chula Vista and San Diego Central Libraries. It is also available at selected San Diego branch libraries. May be out of date. Call First. Their website only shows the Central Library and Rancho Bernardo but we know it is available at other branches. Pretzels Unlimited Discounted Cash Flow Spreadsheet (Lecture 2) Valuation Worksheet 1 - Commentary - Answer Key Jimba Jomba Jumba Juice Discounted Cash Flow Spreadsheet Valuation Worksheet 2 - Commentary - Answer Key The Value Line: Johnson 'n' Johnson Spreadsheet - Video - Audio Chapter 4 Formulas Present Value Table (Needed for Discounted Cash Flow Model calculations) Online Audio Lectures Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line Yikes! There was a bug in the spreadsheet. The error has been fixed. The results are slightly lower now. Online Audio/Video Lectures (Closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line Yikes! There was a bug in the spreadsheet. The error has been fixed. The results are slightly lower now. Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line Yikes! There was a bug in the spreadsheet. The error has been fixed. The results are slightly lower now. Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 5 Oct Introduction to Valuation Techniques, Dividend Discount Models TueThur Lecture 2 using Zoom -- 7 Oct Discounted Cash Flow Model, The Value Line TueThur Lecture 3 using Zoom -- 12 Oct Worksheets; Review for Exam #2; The Value Line; Great Discussion of Paper Companies! TueThur Lecture 4 using Zoom -- 14 Oct Review for Exam #2, Worksheet #2, The Value Line, Looked at Amazon, Netflix, and Biolase |
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Chapter 5:
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Chapter 5 Materials - Fundamental Analysis: Financial Statements and Ratio Analysis Presentation file Study Guide Financial Ratios Assignment - Commentary Financial Ratios Formulas Financial Statements Sprouts Balance Sheet Sprouts Income Statement Sprouts Cash Flow Statement a.k.a. Statement of Cash Flows Online Audio Lectures Chapter 5 - Lecture 1 - Slides 1 to 20 Financial Statements & Ratio Analysis Chapter 5 - Lecture 2 - Slides 21 to 41 More Ratio Analysis Online Audio/Video Lectures Chapter 5 - Lecture 1 - Slides 1 to 20 Financial Statements & Ratio Analysis Chapter 5 - Lecture 2 - Slides 21 to 41 More Ratio Analysis Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 5 - Lecture 1 - Slides 1 to 20 Financial Statements & Ratio Analysis Chapter 5 - Lecture 2 - Slides 21 to 41 More Ratio Analysis Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual TueThur Lecture 1 using Zoom -- 19 Oct Begin Financial Statements and Ratio Analysis TueThur Lecture 1 using Zoom -- 21 Oct More Ratio Analysis; Start Efficient Market Theory about 1 hour, 45 minutes |
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Chapter 6:
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Chapter 6 Materials - Market Efficiency Theory: "Who Can Beat the Market?" Presentation file Study Guide Assignment - Commentary New York Times says that women are better investors than men! - And CNN agrees. Wise advice: Do the opposite of what everyone else is doing! The 2000's were a rough decade for investors. A Brief History of Financial Bubbles As told by TD Ameritrade (now part of Schwab) Someone who was involved in the dot-com bubble describes the current bubble. Henry Blodget was one of the most influential Internet analysts of the late 1990's. Politics and the Markets "Poli-" means "many" and "-tics" are blood sucking insects. Online Audio Lectures Chapter 6 - Lecture 1 - Slides 1 to 13 Market Efficiency Theory: "Who Can Beat the Market?" Chapter 6 - Lecture 2 - Slides 14 to 33 Investor Psychology, Active vs Passive Revisted, All Stars, and Famous Myth and Stupid Sayings Online Audio/Video Lectures Chapter 6 - Lecture 1 - Slides 1 to 13 Market Efficiency Theory: "Who Can Beat the Market?" Chapter 6 - Lecture 2 - Slides 14 to 33 Investor Psychology, Active vs Passive Revisted, All Stars, and Famous Myth and Stupid Sayings Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 6 - Lecture 1 - Slides 1 to 13 Market Efficiency Theory: "Who Can Beat the Market?" Chapter 6 - Lecture 2 - Slides 14 to 33 Investor Psychology, Active vs Passive Revisted, All Stars, and Famous Myth and Stupid Sayings Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 21 Oct Start Efficient Market Theory about 1 hour 15 minutes TueThur Lecture 1 using Zoom -- 26 Oct Market Efficiency Theory: "Who Can Beat the Market?" - Start Technical Analysis about 1 hour 15 minutes |
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Chapter 7:
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Chapter 7 Materials - Technical Analysis: Reading Squiggles on a Screen Presentation file Study Guide Optional Bonus Assignment - Commentary Technical Analysis Presentation: Video - Audio (Use for bonus assignment) Random Charts Spreadsheet (Press [F9] repeatedly.) - Commentary Who wants to be a Trader/Speculator? Learn to be a trader in 3 days! Special price! Only $1,495! Traders Boot Camp! Only $6,900 -- That's $1,000 off the regular price! The Last Resistance Level Before a Major S&P 500 Breakout Example of a Technical Analyst telling you that the market could go up or down. Bearish Engulfing Pattern! Kiplinger is not impressed Warrior Trading Three levels of suckers, ah, I mean traders! FinViz.com A former student tells me he uses this website to help with his technical analsys. The management assumes no responsibility. Please stay long-term oriented with high-quality investments $15,500 to $1,000,000 to $7,000 Oh, well. It was nice while it lasted. Don't Panic! Yet another example of investors selling at the bottom. "The investor's chief problem, and even his worst enemy, is likely to be himself." -- Benjamin Graham Buy High, Sell Low? Sure, why not?! NOVA Documentary: Betting on the Market - 1997 Watch for the couple from New York who put everything into AMLN. Starts around 27 minutes. AMLN - Amylin Pharmaceuticals The next year, AMLN quickly lost over 95% of its value. Series 7 Stockbroker Exam Specifications FINRA (Financial Industry Regulatory Authority) Securities Industry Essentials: New Exam Coming! FINRA wants to make it easier for you to enter the industry Securities Industry Essentials: It's Here! The SIE, Securities Industry Essentials, exam is now available Securities Industry Essentials: Content Outline Here is the content outline -- much of what it is in BUS-123, Introduction to Investments! Securities Industry Essentials: Practice Exam Cool! FINRA is offering a free practice exam. (Notice they showcase a woman on the webpage! Online Audio Lectures Chapter 7 - Lecture 1 - Slides 1 to 24 Technical Analysis: Reading Squiggles on a Screen Online Audio/Video Lectures Chapter 7 - Lecture 1 - Slides 1 to 29 Technical Analysis: Reading Squiggles on a Screen Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 7 - Lecture 1 - Slides 1 to 24 Technical Analysis: Reading Squiggles on a Screen Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 26 Oct Start Technical Analysis about 1 hour 15 minutes TueThur Lecture 2 using Zoom -- 28 Oct Finish Technical Analysis; Review for Exam #3 |
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Part 3: Bonds, also known as Fixed Investments or Fixed Income Investments |
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Chapter 8:
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Chapter 8 Materials - Introduction to Bonds Presentation file Study Guide Assignment - Commentary Bond Quote Sources FINRA bond search page (Careful: Choose Corporate or Municipal for quick or advanced search.) FINRA bond home page Also includes a bond yield curve that we discuss in chapter 10. Presentation: Video - Audio Composite Rates Composite Bonds Rates from Fidelity Can be used for question #4 of assignment. Wall Street Journal Bond Rates Also shows yield curve which we discuss in chapter 9. Federal Reserve Bank of St. Louis Bond Research Web Site Great resource for researching about bonds in aggregate (but no individual bond quotes). What should we do with Fannie Mae and Freddie Mac? We are still trying to decide what to do with Fannie Mae and Freddie Mac Here is an explanation of how they currently are working and an incremental change that may or may not help. Bond Quote Examples Ford: Mar 09 - Oct 09 - Jun 10 - Oct 10 - Mar 13 - Oct 14 - Oct 17 - Apr 18 - Oct 18 - Apr 19 - Apr 20 - Apr 21 - Oct 21 Presentation: Video - Audio Oct 13 - Oct 14 Muni Bonds - Poway: Feb 09 - Jun 10 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 15 - Oct 18 - Apr 19 - Apr 20 - Apr 21 - Oct 21 Presentation: Video - Audio More Muni Bonds Quote Examples: Puerto Rico - City of Carlsbad - Medical Establishments - 2015 March Advanta: May 09 - Video - Video (CC) - Audio - Sure 'nuff! They went under! Yet another example of the eternal tug o' war between risk and return Bearer Bond Images From a time when bonds had "coupons" attached to them. Can anyone predict future interest rates? Doesn't seem so. Online Audio Lectures Chapter 8 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 8 - Lecture 2 - Slides 25 to 42 Types of Bonds, Bond Ratings Online Audio/Video Lectures Chapter 8 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 8 - Lecture 2 - Slides 25 to 42 Types of Bonds, Bond Ratings Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 8 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 8 - Lecture 2 - Slides 25 to 42 Types of Bonds, Bond Ratings Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 2 Nov Introduction to Bonds, Bonds & Interest Rates, Bond Ratings and Quotes TueThur Lecture 2 using Zoom -- 4 Nov Types of Bonds, Bond Quotes, Bond Ratings, Bond Trading |
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Chapter 9:
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Chapter 9 Materials - Bond Prices and Yields Presentation file Study Guide Bond Valuation Assignment - Commentary Bond Valuation Worksheet #1 - Commentary - Answer Key Bond Valuation Worksheet #2 - Commentary - Answer Key Bond Valuation Worksheet #3 - Commentary - Answer Key - Bond Valuation Formulas Present Value Tables Bond Calculator Spreadsheet - Video - Audio (Lecture 2) The Bond Yield Curve and Composite Rates Bond Yield Curve from GuruFocus.com Treasury bonds yield curve Bond Yield Curve from Wall Street Journal Also uses Treasury bonds to show yield curve Composite Bonds Rates from Fidelity Online Audio Lectures Chapter 9 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 9 - Lecture 2 - Slides 20 to 40 The Yield Curve, Bond Valuation Online Audio/Video Lectures Chapter 9 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 9 - Lecture 2 - Slides 20 to 40 The Yield Curve, Bond Valuation Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 9 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 9 - Lecture 2 - Slides 20 to 40 The Yield Curve, Bond Valuation Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 9 Nov Bond Yield Calculations, Current Yield, Yield-to-Maturity, Yield to Call, Worksheet #1 (Problems 1 and 2) TueThur Lecture 2 using Zoom -- 11 Nov Taxable Equivalent Yield, Yield Spreads, Bond Valuation TueThur Lecture 3 using Zoom -- 18 Nov Chapter 9 Worksheet #3 - Study for Exam #4 |
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Chapter 10:
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Chapter 10 Materials - Hybrid Securities: Preferred Stocks and Convertible Securities Presentation file Study Guide Convertible Securities Assignment - Commentary Convertible Securities Worksheet - Commentary - Answer Key The Three Questions on Exam #4 about Hybrid Securities Online Audio Lectures Chapter 10 - Lecture 1 - Slides 1 to 16 Preferred Stock & Convertible Securities Online Audio/Video Lectures Chapter 10 - Lecture 1 - Slides 1 to 16 Preferred Stock & Convertible Securities Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 10 - Lecture 1 - Slides 1 to 16 Preferred Stock & Convertible Securities Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 16 Nov Hybrid Securities: Preferred Stock and Convertible Securities |
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Part 4: Portfolio |
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Chapter 11:
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Chapter 11 Materials - Porfolio Diversification and Asset Allocation Presentation file Study Guide Assignment - Commentary Bonds in Retirement versus Stocks in Retirement versus Stocks and Bonds in Retirement versus Balanced in Retirement Presentation: Video - Audio The Argument for a Balanced Approach - As Fidelity Investments Sees It Why Diversification Matters - Video - Audio Fidelity's take on diversification The Standard and Poors 500 Index Revisited The S&P 500 versus the S&P 50? Is the S&P 500 really a broadly-based, well-diversified index when 56% of the return comes from 50 companies? Online Audio Lectures Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 16 Nov Portfolio Diversification and Asset Allocation (Starts about 45 minutes into recording) TueThur Lecture 3 using Zoom -- 18 Nov Chapter 9 Worksheet #3 - Study for Exam #4 |
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Part 5: Speculating, also known as Trading, better described as Gambling |
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Chapter 12:
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Chapter 12 Materials - Options Contracts Presentation file Study Guide Bonus Assignment - Commentary Options Notes Sheet Options Worksheet - Commentary - Answer Key Options Chains (a.k.a. Options Quotes) Options Chains (a.k.a. Options Quotes) on Yahoo Finance and Marketwatch.com: Video - Audio Johnson & Johnson Untold Riches Can Be Yours Gambling, uh, I mean, Investing in Options! Online Trading Academy, 7 Days, 42 Hours, Only $7,700! That's only $183.33 per hour -- what a deal! You will spend more in one hour than this entire 3-unit class. Must be worth it! The Day Trading Academy This one is only $2,997! Hurray! They need new suckers ... uh, I mean, traders! Ooops! Optionetics is now Tom's Trading Room We referred to Optionetics in the presentation. This world changes quickly. TradeWins.com These folks have got to be seen to be believed! Chuck and Wendy and Bubba want to learn ya' good! Wait! Wait! Jim tells you why he buys options! Update: He no longer trades options... Stay Away From Options! Trader believes he has no risk options position, then promptly loses 2,000% on the transaction "I have no money at risk." 20-year-old trader takes own life after racking up $700,000 debt selling options How could Robinhood allow this young man to have this much leverage/exposure? He Built a $10 Billion Investment Firm. It Fell Apart in Days. Another example of the dangers of derivatives. He used instruments similar to options but even more radioactive. Bloomberg's take on Bill Hwang and Archegos Capital's spectacular failure The Mysterious Demise of a $1.7 Billion Mutual Fund Wait a minute! Mutual funds are not supposed to be using derivatives! Online Audio Lectures Chapter 12 - Lecture 1 - Slides 1 to 16 Options Contracts; Calls and Puts Chapter 12 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 12 - Lecture 3 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 12 - Lecture 4 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures Chapter 12 - Lecture 1 - Slides 1 to 16 Options Contracts; Calls and Puts Chapter 12 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 12 - Lecture 3 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 12 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 12 - Lecture 1 - Slides 1 to 16 Options Contracts; Calls and Puts Chapter 12 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 12 - Lecture 2 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 12 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 23 Nov Options Contracts and Futures Contracts (continued with chapter 13 below) |
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Chapter 13:
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Chapter 13 Materials - Futures Contracts Presentation file Study Guide No assignment for chapter 13 Foreign currency trading is easy - an easy way to lose money Los Angeles Times Online Audio Lectures Chapter 13 - Lecture 1 - Slides 1 to 14 Futures Contracts Online Audio/Video Lectures Chapter 13 - Lecture 1 - Slides 1 to 14 Futures Contracts Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 13 - Lecture 1 - Slides 1 to 14 Futures Contracts Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 23 Nov Options Contracts and Futures Contracts (continued from chapter 12 above - starts at 1 hr 6 min) |
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Chapter 14:
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Chapter 14 Materials - Buying on Margin and Selling Short Presentation file Study Guide No assignment for chapter 14 Margin and Shorting Worksheet - Commentary - Answer Key Selling short a.k.a. short selling, shorting, going short Investopedia explains short selling Don't do it! Don't sell short! It is just too risky! Help! My short position got crushed and now I owe E-Trade $106,445.56! Peter Lynch says, "Never short a stock." This guy had to learn the hard way. The First Short Sale And it does not end well for the guy who did it... Are there any honest stockbrokers? Be careful out there! Get a good referral. This guy makes me sick He stole from his client who had been behind bars for decades. Don't Bet on the Market NOVA: Betting on the Market 1996/1997 discussion of the late 1990's market euphoria. AMLN's stock price history Go to minute 27:15 of the video and listen to one investor's idea of a good stock choice. Online Audio Lectures Chapter 14 - Lecture 1 - Slides 1 to 17 Buying on Margin (It is risky!) Chapter 14 - Lecture 2 - Slides 18 to 34 Selling Short (Don't do it! It is even more dangerous than buying on margining!) Online Audio/Video Lectures Chapter 14 - Lecture 1 - Slides 1 to 17 Buying on Margin (It is risky!) Chapter 14 - Lecture 2 - Slides 18 to 34 Selling Short (Don't do it! It is even more dangerous than buying on margin!) Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 14 - Lecture 1 - Slides 1 to 17 Buying on Margin (It is risky!) Chapter 14 - Lecture 2 - Slides 18 to 34 Selling Short (Don't do it! It is even more dangerous than margining!) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 30 Nov Buying on Margin, Selling Short (continued with chapter 15 below) |
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Chapter 15:
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Chapter 15 Materials - Precious Metals, Art, and Collectibles Presentation No assignment The only question on the final exam from this presentation will ask you if you should just stay away from gold, precious metals, collectibles, art, etc. The answer is, "Yes!" Why gold is a bad investment A Couple Stored IRA Gold in Their Home They now owe the IRS $300,000 Online Audio Lectures Chapter 15 - Lecture 1 - Slides 1 to 7 Precious Metals, Art, and Collectibles Online Audio/Video Lectures Chapter 15 - Lecture 1 - Slides 1 to 7 Precious Metals, Art, and Collectibles Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 15 - Lecture 1 - Slides 1 to 7 Precious Metals, Art, and Collectibles Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 18 May Precious Metals, Art, and Collectibles (continued from chapter 14 above - starts at 1 hr 5 minutes) |
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Chapter 16:
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Chapter 16 Materials - Cryptocurrencies and NFTs Presentation No assignment No questions on the final exam from this presentation. Google search of "cryptocurrency" Only 246,000,000 hits ... Unregulated! Promises of Riches! This is exactly what we should expect. Just one of many examples of hanky-panky Crytocurrency scams Only 8?! Squid Cryptocurrency Collapse as Founders Steal Millions Online Audio Lectures Chapter 16 - Lecture 1 - Slides 1 to 11 Cryptocurrencies and NFTs Online Audio/Video Lectures Chapter 16 - Lecture 1 - Slides 1 to 11 Cryptocurrencies and NFTs Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 16 - Lecture 1 - Slides 1 to 11 Cryptocurrencies and NFTs Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 2 Dec Cryptocurrencies and NFTs Starts at beginning, continues with Real Estate and Real Estate Investment Trusts (REITs) |
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Part 7: Miscellaneous Topics in Investing including Real Estate |
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Chapter 17:
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Chapter 17 Materials - Real Estate and Real Estate Investment Trusts (REITs) Presentation file Study Guide No assignment Worksheet - Commentary - Answer Key This scam artist ... uh, I mean, reality show star wants to teach you how to flip real estate. The cost for this training? Only $34,000! Online Audio Lectures Chapter 17 - Lecture 1 - Slides 1 to 21 Real Estate and Real Estate Investment Trusts (REITs) Online Audio/Video Lectures Chapter 17 - Lecture 1 - Slides 1 to 21 Real Estate and Real Estate Investment Trusts (REITs) Online Audio/Video Lectures on YouTube (Closed captioning available) Real Estate - Lecture 1 - Slides 1 to 21 Real Estate and Real Estate Investment Trusts (REITs) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 2 Dec Real Estate and Real Estate Investment Trusts (REITs) Starts just before 42 minutes |
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Chapter 18:
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Chapter 18 Materials - Brokerages, Account Types, and Annuities Presentation file Study Guide No assignment Recommended Exercise Not an assignment! There is no assignment. Annuities suck ... And you can tell the insurance companies that I said that! What is an Annuity Investopedia's lame definition of annuities (without all the downsides) Confessions of an indexed annuity salesperson There's a lot not to trust about annuities You just gave your annuity agent a great vacation! What's In It For the Annuity Salesperson! - Commentary Too good to be true? It's probably an indexed annuity Fisher Investments: Why I Hate Annuities Here is a guy who has built an empire by trashing annuities Fixed Income Annuity Illustration - Video - Audio - TIAA.org Fixed Annuity Calculator Compare this to the chapter 11 retirement scenarios. Ken Fisher is right. Annuities Suck! Online Audio Lectures Chapter 18 - Lecture 1 - Slides 1 to 25 Brokerages, Account Types, and Annuities Online Audio/Video Lectures Chapter 18 - Lecture 1 - Slides 1 to 25 Brokerages, Account Types, and Annuities Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 18 - Lecture 1 - Slides 1 to 25 Brokerages, Account Types, and Annuities Starts at 00:00 |
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Chapter 19:
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Chapter 19 Materials - Starting a Business: The Ultimate Investment Presentation No assignment No questions on the final exam from this presentation. Score San Diego (Service Corps of Retired Executives) Kiva Accessity (formertly Accion San Diego) Careful! Don't go to accionsandiego.com. It's a phishing site now. South San Diego Small Business Development Center Online Audio Lectures Chapter 19 - Lecture 1 - Slides 1 to 5 Starting a Business: The Ultimate Investment Online Audio/Video Lectures Chapter 19 - Lecture 1 - Slides 1 to 5 Starting a Business: The Ultimate Investment Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 19 - Lecture 1 - Slides 1 to 5 Starting a Business: The Ultimate Investment |
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This is an Open Educational Resource (OER) textbook. (Ah, that means it is free to read.) Introduction to Investments: A Free Manual for Building Wealth |
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