股票投資：了解投資風格
在這一次性自學課程中，學習者將學習股票投資風格，以培養他們的財務和投資技能。一些主題包括基本面分析與技術分析以及自上而下與自下而上的方法。
Adrian Wong, CFA
平均評分：
5.0
評論數量：(194)
包含什麼
1 預錄課程
1 週
教師的支持1 年訪問權
到內容作業
每週 1 小時. 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.我們無法翻譯此文，請刷新頁面並再試一次。
課堂經歷
英語程度 - 未知
美國 9 - 12 年級
Beginner 等級
If you are interested in the live version of the class, here is the link: https://outschool.com/classes/stock-investing-understanding-investing-styles-yFnBRVgx 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 15 to 18) https://outschool.com/classes/flex-introduction-to-the-stock-market-kdrEq8ul [Self-Paced] Stock Investing: Understanding Stock Information (Ages 15 to 18) https://outschool.com/classes/flex-stock-investing-understanding-stock-information-AbC17XxF [Self-Paced] Stock Investing: Understanding Risk (Ages 15 to 18) https://outschool.com/classes/flex-stock-investing-understanding-risk-jhgIyWgm 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 15 to 18) 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.
學習目標
Please see class description.
教學大綱
1 課程
超過 1 週課 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 作業
55 分鐘的影片課程
其他詳情
父母的引導和規範
I encourage learners to learn more about investing. However, learners should not be investing without substantial parental guidance and supervision.
先決條件
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.
供應清單
Optional: A writing instrument and paper or electronic device to take notes
教學語言
英語
外部資源
學習者無需使用標準 Outschool 工具以外的任何應用程式或網站。
已加入 February, 2022
5.0
194評論
教師專業知識和證書
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.
