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Full-Text Articles in Finance and Financial Management
Financial Planning For High School Students, Evan Weissman
Financial Planning For High School Students, Evan Weissman
Honors Capstone Projects - All
The global financial crisis of the early 21st century has taught us many things about human nature, our societal goals and the finance industry overall. Perhaps the most surprising finding, however, has been the observance of financial illiteracy among the general public. The combination of greed and ignorance towards financial responsibility has played an important role in the collapse of our financial system.
The financial illiteracy of our society has been an epidemic in our country for some time. Financial planning is a topic that has been rarely taught in high schools. This has lead to an influx of …
Safe & Cheap, Moon Li, Brian Burrow
Safe & Cheap, Moon Li, Brian Burrow
Honors Capstone Projects - All
Summary
Our project bundles investment research reports spanning the authors’ time in the Orange Value Fund (OVF), a student run hedge fund in the Whitman School of Management. Each report exemplifies the fund’s unique, bottoms-up investment style. In contrast to traditional valuation methods that focus exclusively on projecting company earnings, the OVF adopts a micro-level approach to analyzing investment opportunities. Analysts study company documents such as annual reports, credit agreements, and proxy statements to identify safe and cheap opportunities.
Safe
A safe company has access to capital markets, a super-strong financial position, honest and competent management, and an understandable business. …