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BUS 123 W — Introduction to Value Investing

Quarter: Winter
Course Format: Flex Online (About Formats)
Duration: 10 weeks
Date(s): Jan 16—Mar 22
Refund Deadline: Jan 19
Units: 2
Tuition: $805
Instructor(s): Kenneth Jeffrey Marshall
Limit: 200
Class Recording Available: Yes
Status: Open
ACCESS THE SYLLABUS » (subject to change)
Flex Online(About Formats)
Jan 16—Mar 22
10 weeks
Refund Date
Jan 19
2 Units
Kenneth Jeffrey Marshall
ACCESS THE SYLLABUS » (subject to change)
Value investors like Warren Buffett can beat not only the stock market but also most other money managers. Why? What do value investors do differently from other investors? And if value investing works so well, why do so few people use it?

In this course, we will introduce a proven value investing model that any motivated person can adopt. We will do this in three steps. First, we will learn how to understand a company by defining its products, customers, form, industry, geography, and status. Such understanding gives us the confidence to hold on to stocks during the inevitable periods of market turbulence. Second, we will master how to gauge a company’s prospects with simple approaches to accounting and strategy. That will let us assess a company’s history, positioning, and shareholder-friendliness. Third, we will learn how to see if a stock is inexpensive.

Each week, we’ll apply as much of the model as we’ve developed to a stock of timely interest to perennially outperforming money managers. These companies will be from different industries and geographies. We’ll also learn how to steer clear of biases that can harm returns. By tackling the tools of value investing and the keys to their implementation, students will gain insight into the capital management strategy that performs best over time.

Chairman, Judicial Capital and Judicial Corporation

Kenneth Jeffrey Marshall is a value investor and the author of the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance, which was also published in Chinese, and Small Steps to Rich: Personal Finance Made Simple. He has taught more than 1,000 Continuing Studies students, and he has been featured on NPR and CNBC. He also teaches value investing at the Stockholm School of Economics and has lectured on personal finance in both Europe and the United States. He received a BA in economics, international area studies from UCLA and an MBA from Harvard.

Textbooks for this course:

(Required) Kenneth Jeffrey Marshall, Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance (ISBN 978-1259836077)