Workshops will occur each semester for ANY student who is interested in learning how the Investment Club decides to buy or sell equities. The workshops will include: Accounting, Qualitative Analysis, and Quantitative Analysis. Workshops are conducted in the Purnell Trading Lab at 7pm on Thursdays and are taught by the club’s President and Vice President. Please email bhicwebforms@gmail.com for any questions.
The dates of the workshops for Fall 2021 are:
Course Introduction: September 23, 2021
Accounting Part I: Self Paced Online
Accounting Part II: Self Paced Online
Qualitative Analysis: October 7, 2021
Ratios/Relative Valuation: October 14, 2021
Quantitative Analysis Part I: October 21, 2021
Quantitative Analysis Part II: October 28, 2021
Quantitative Analysis Part III: November 4, 2021
Final Projects Due: December 2, 2021
Workshop Materials:
Qualitative Template – Add Comments as if you are presenting
ProForma and DCF Modeling Template
This website includes articles and interactive exercises to help you learn or improve your equity analysis skills in qualitative analysis, technical analysis, relative valuation and intrinsic valuation. Whether you are an interested student or a new member of the Investment Club, the resources provided should aid you in your goal of creating a high-quality presentation, following the template used by the Investment Club.
Website Contributors: The idea of a training website specifically designed for the Blue Hen Investment Club was developed by Jim Celia in Fall 2014. With the support of fellow BHIC members: Will Cobb, Phil Flesch, Matt Hahn, Dave Sang, Matt Sobel, Jon Schwinn, Brenna Gleason, Jon Vicari, Josh Carruthers, Anthony Zdrojewski, and the BHIC Advisor, Rich Jakotowicz, the site was launched in Fall 2015. We hope this platform will add another dimension to the excellent learning experience of participating in the Blue Hen Investment Club.