Stock Investing: Understanding Investing Styles
In this one-time self-paced class, learners will learn about stock investing styles to develop their finance and investing skills. Some of the topics include fundamental versus technical analysis and top-down versus bottom-up approach.
Adrian Wong, CFA
Average rating:
5.0
Number of reviews:(188)
What's included
1 pre-recorded lesson
1 week
of teacher support1 year access
to the contentHomework
1 hour per week. There will be a one-page lesson quiz and several discussion questions. Homework is optional and does not need to be submitted. Learners are welcome to share their answers to the discussion questions on the classroom page. Answers to the lesson quiz will be provided at the end of the class.Class Experience
US Grade 5 - 8
Beginner Level
If you are interested in the live version of the class, here is the link: https://outschool.com/classes/stock-investing-understanding-investing-styles-gLDARWpM Required experience or knowledge: Learners should have the following knowledge: an understanding of investing, what is a stock, how a business makes money and competes, awareness of what moves stock prices, and a casual understanding of stock investing risks. Although not a prerequisite, learners can take the prior classes in the series, [Self-Paced] Introduction to the Stock Market (Ages 10 to 14) https://outschool.com/classes/flex-introduction-to-the-stock-market-cI9jqNvs [Self-Paced] Stock Investing: Understanding Stock Information (Ages 10 to 14) https://outschool.com/classes/flex-stock-investing-understanding-stock-information-TQfXxev1 [Self-Paced] Stock Investing: Understanding Risk (Ages 10 to 14) https://outschool.com/classes/flex-stock-investing-understanding-risk-N4q3Vkcd This self-paced class consists of a pre-recorded lesson video (<60 minutes) and a brief lesson quiz and discussion homework (5 to 15 minutes). For one week, learners can share questions and comments on the classroom page. I respond within 24 hours. The lesson slides, which include answers to in-lesson questions, answers to the lesson quiz, and a detailed glossary, will be posted after one week. Homework and class participation are optional. The quiz is not graded. ************************************************************************************* Please review the lesson topics for the [Self-Paced] Stock Investing: Understanding Investing Styles (Ages 10 to 14) class in the syllabus section prior to enrolling. I will teach using lesson slides, questions, and examples to reinforce learner knowledge and critical thinking. During the lesson, there will be a case study to dissect a famous investor’s style. My teaching philosophy is to show the breadth of stock investing styles and their key takeaways instead of detailing individual style strengths and weaknesses. Building this foundation will better prepare learners for future studies in specific investing styles and learning about other famous investors. Learners will benefit from my extensive working experience and educational background in the financial industry. A list of my Outschool classes is available towards the end of both my course and teacher intro videos.
Learning Goals
Please see class description.
Syllabus
1 Lesson
over 1 WeekLesson 1:
Lesson 1: Stock Investing: Understanding Investing Styles
*Analysis: Fundamental (Growth & Value) vs Technical
*Approach: Top-Down (Macro) vs Bottom-Up (Micro)
*Information Processing: Qualitative vs Quantitative
*Time Horizon: Short vs Medium vs Long
*Temperament: Aggressive vs Defensive 1 assignment
55 mins of video lessons
Other Details
Parental Guidance
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision.
Pre-Requisites
Learners should have an understanding of investing and investing risks, how a business makes money and competes, and awareness of what moves stock prices. See class description for more prerequisites and suggested classes.
Supply List
Optional: A writing instrument and paper or electronic device to take notes
Joined February, 2022
5.0
188reviews
Teacher expertise and credentials
I have a strong financial industry background. In terms of my educational credentials, I completed a bachelor’s degree in business management with a concentration in finance and a minor in economics from Boston University. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute. In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst, a consultant, and an executive. So far, I have published seven professional industry articles. In my current role at Palm Street Consulting LLC, I focus on consulting, teaching investing, tutoring business subjects, and producing investor educational materials.Reviews
Self-Paced Class
$20
for all content1 pre-recorded lesson
1 week of teacher support
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1 year of access to the content
Completed by 1 learner
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Ages: 10-14
