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課程名稱 |
全球價值投資實務
Global Value Investment |
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開課學期 |
105-1 |
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授課對象 |
管理學院 管理學院企業管理碩士專班(GMBA) |
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授課教師 |
許心達 |
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課號 |
GMBA7086 |
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課程識別碼 |
749EM1080 |
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班次 |
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學分 |
1 |
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全/半年 |
半年 |
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必/選修 |
選修 |
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上課時間 |
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上課地點 |
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備註 |
Intensive courses。本課程以英語授課。密集課程。intensive course on 9/20, 22 &23 from 1pm~7pm.
限管理學院學生(含輔系、雙修生) 且 限學士班三年級以上
總人數上限：50人 |
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Ceiba 課程網頁 |
http://ceiba.ntu.edu.tw/1051GMBA7086_ |
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課程簡介影片 |
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核心能力關聯 |
核心能力與課程規劃關聯圖 |
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課程大綱
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為確保您我的權利,請尊重智慧財產權及不得非法影印
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課程概述 |
The course will use a combination of lectures, reading assignments, and guest lectures. Lectures: Lectures will focus primarily on Value Investment Philosophy and valuation methods and techniques. Reading Assignments: Students are expected to be able to discuss the required readings. Guest lectures by some of the Investment Industry’s most famous practitioners. They will provide examples of how the Philosophy of Value Investing has impacted their career. |
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課程目標 |
•To prepare students to understand, evaluate, and invest using a Global Value Investment Philosophy in all asset classes (i.e. securities, real estate, hard assets, etc). Students will be exposed to value investing valuation methods, strategies and techniques.
•Students are guaranteed to be better investors over their lifetimes or their money back!
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課程要求 |
•Foundations of finance
•Basic accounting terminology
•Basic common sense
•Extraordinary enthusiasm and effort
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預期每週課後學習時數 |
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Office Hours |
另約時間 備註： by appointment |
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指定閱讀 |
待補 |
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參考書目 |
1. Aswath Damodaran, Value Investing
2. John Train, The Craft of Investing
3. David Einhorn, Fooling Some of the People All of the Time, A Long Short Story
4. Warren Buffett, The Superinvestors of Graham-and-Doddsville + Berkshire Hathaway’s Annual Letters
5. Benjamin Graham, The Intelligent Investor
6. Seth A. Klarman, Margin of Safety + Baupost Partnership Letters
7. Burton G. Malkiel, A Random Walk Down Wall Street: The Best and Latest Advice Money Can Buy
8. Martin S. Fridson, Financial Statement Analysis: A Practitioner's Guide
9. Charles Mackay, Extraordinary Popular Delusions and the Madness of Crowds
10. Martin Whitman, Third Avenue Value Fund Letters
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評量方式
(僅供參考) |
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週次 |
日期 |
單元主題 |
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第2週 |
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Classroom: B101, Building 1, College of Management |
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