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 virtually through this Zoom link 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 Spring 2021 are:
Course Introduction: March 11, 2021
Accounting Part I: March 18, 2021
Accounting Part II: March 25, 2021
Qualitative Analysis Part I: April 1, 2021
Qualitative Analysis Part II: April 8, 2021
Quantitative Analysis Part I: April 15, 2021
Quantitative Analysis Part II: April 22, 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.