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Stock Investing: Understanding Investing Styles

In this one-time 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)
Class
Play

What's included

1 live meeting
55 mins in-class hours

Class Experience

US Grade 9 - 12
Beginner Level
If you are interested in the self-paced version of this class, here is the link: https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-j6rq74Ni

Note: Stock Investing: Understanding Investing Styles (Ages 15 to 18) has limited availability. I’m happy to create a session that fits your schedule. Please contact me. 

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,  
 
Introduction to the Stock Market (Ages 15 to 18)
https://outschool.com/classes/introduction-to-the-stock-market-c3eTPahY

Stock Investing: Understanding Stock Information (Ages 15 to 18)
https://outschool.com/classes/stock-investing-understanding-basic-information-SIOxXVQq

Investing: Understanding Risk (Ages 15 to 18)
https://outschool.com/classes/stock-investing-understanding-risk-Oxh5FJ5p

Note: Learners can also enroll in my Introduction to Stock Investing multi-day class (Ages 15 to 18) which includes Introduction to the Stock Market in session 1, Stock Investing: Understanding Stock Information in session 2, Stock Investing: Understanding Risk in session 3, and Stock Investing: Understanding Investing Styles in session 4.

Introduction to Stock Investing (Ages 15 to 18)
https://outschool.com/classes/introduction-to-stock-investing-xVsPfMSW

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The Stock Investing: Understanding Investing Styles class will introduce learners to a broad range of investing styles:

1.	Analysis: Fundamental (Growth & Value) vs Technical
2.	Approach: Top-Down (Macro) vs Bottom-Up (Micro)
3.	Information Processing: Qualitative vs Quantitative
4.	Time Horizon: Short vs Medium vs Long
5.	Temperament: Aggressive vs Defensive

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. You can find this information under the teacher expertise section below or on my profile page. As a bonus, I provide my lesson slides (includes a list of my sources, discussion answers, and a detailed glossary) in PDF format after class to help learners keep their newfound knowledge. Learners will maximize their classroom experience by coming to class ready to ask questions, discuss topics, and engage in learning without distractions.

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.
learning goal

Other Details

Parental Guidance
I encourage learners to learn more about the stock 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
Profile
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.

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Live One-Time Class
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$24

per class
Meets once
55 min

Completed by 8 learners
Live video meetings
Ages: 15-18
1-18 learners per class

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