Sessions

  • 01

    Welcome

    • Welcome to Investor's Club

    • Links

  • 02

    Nov 29: Meet with Kerelle Lovelace + Global Investment Challenge

    • Meeting with Kerelle Lovelace

    • Investor Club Meeting - Nov 29

  • 03

    Jan 03: Meet Elizabeth Naumovski + Updates on the competition

    • Meeting with Elizabeth Naumovski, VP Caldwell Financial

    • Jan 3 - Investor's Club Meeting

  • 04

    Feb 01: REDDIT vs WALL STREET (The Game Stop Story)

    • The Game Stop Story

  • 05

    Inflation & HyperInflation

    • What is Inflation?

    • What is Hyperinflation?

    • Inflation & Hyperinflation

  • 06

    Interest Rate

    • Compound Interest

  • 07

    Investing in Real estate

    • Residential Real estate

    • Characteristics of real estate

    • Investing In Real Estate Review

  • 08

    Investing in Stock

    • Common Shares vs Preferred Shares

    • Stock Speculation

    • Dividends

    • Blue Chip stocks

    • Return on Investment ROI

    • Calculating stock return

    • Risk

    • Research and Analysis of the equity markets

    • Portfolio Management

    • Stock Market Indexes

  • 09

    Financial statement and corporate reporting

    • Financial analysis for decision making

    • Why do investors read Financial Statements

    • Balance Sheet

    • How do investors read the balance sheet

    • Income Statement

    • How do investors read the income statement

    • How do companies use their earnings

    • Cash Flow Statements

    • Understanding Cash Flow Statements

    • Components of a Cash Flow statement

    • Financial/Accounting Ratios

  • 10

    Macroeconomics

    • Macroeconomics

  • 11

    SWOT & Porter's Five

    • Wharton Young Investors Club - SWOT Analysis

    • Porter Five Forces

    • The Forces in Porter’s Five Forces (Part 1)

    • The Forces in Porter’s Five Forces (part 2)

  • 12

    Socially Responsible Investing

    • Socially Responsible Investing

  • 13

    Recordings of Sessions

    • Sept 11 (Financial Analysis & Reporting Level 1)

    • Sept 12 (Portfolio Managment, Research, Indexes)

    • Sept 18 (Financial Analysis & Reporting Level 2)

    • Sept 19- SWOT + Starting talking of

  • 14

    Strategy

    • Links to Templates

    • Stock Comparison Template

    • Risk Asssessment Analysis of client