The Financial Investment

Dagmar Linnertová

The Financial Investments

n  Dagmar Linnertová

n  E-mail: Dagmar.Linnertova@seznam.cz

n  Office 533

Final Exam

n  Case Study – 60 points

n  Final exam test – 40 points

n  Total 100 points

q  Minimal level 60 points - E

Case Study

n   Group: 1-3 students

n   Number of pages: 30

n   Optional topic: focus point financial market and investment

n   Insert in IS according to following schedule:

q   Till 31st March 10 pages

q   Till 14th April next 10 pages

q   Till 5th May next 10 pages and deliver printed version of whole case study in the office 533.

n   In IS - Depository

n   On 21th April – presentation from 16,20 in S3 of main points of work (15 minutes)





Class: 18:00 – 19:35

n  Form of tutorials

q  Solving problems with case study

q  Attendance is voluntary and depends on problems with case study

Possible topics of case study

n  Investment possibilities for retail investors

n  Investment products with leverage

n  New economic centers (China, India, etc.)

n  Analysis of the world best known indices

n  Analysis of the best known investment strategies

n  Commodity investment

n  Dot-com bubble

n  Financial crisis in the 1920’s

Literature

n   Initial

q   Financial markets and institutions: Frederic S. Mishkin, Stanley G. Eakins.

q   Power Point presenations  – available in study materials

n   Supplementary

q   Manias, panics, and crashes: a history of financial crises: Charles P. Kindleberger and Robert
Z. Aliber.

q   The secrets of economic indicators: hidden clues to future economic trends and investment
opportunities: Bernard Baumohl.

q   Investment philosophies: successful strategies and the investors who made them work: Aswath
Damodaran.

q   Options as a strategic investment: Lawrence G. McMillan.





Today‘s goal:

Creating the groups of students for case study