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Capital Markets: Equity Investments

Summary

This course is focused on providing the main theoretical concepts and practical skills related to investing in equities, analyzing stocks, and formulating investment recommendations. The lectures aim to clarify the main principles and methods, while the seminars focus on the application of acquired knowledge through case studies, practical exercises, and projects focused on fundamental analysis.

Literature

BAKER, H. Kent, Greg FILBECK and Halil KIYMAZ. Equity markets, valuation, and analysis. Hoboken: 2020, Wiley. ISBN 9781119632948 .
BODIE, Zvi, Alex KANE and Alan J. MARCUS. Investments. 12th ed. New York: McGraw Hill, 2021. ISBN 978-1-260-57115-8 .
REILLY, Frank K., Keith C. BROWN and Sanford. J. LEEDS. Investment analysis and portfolio management. 11th ed. Boston: Cengage, 2019. ISBN 978-1305262997.

Advised literature

BAKER, H. Kent, Greg FILBECK and John R. NOFSINGER. Behavioral finance: what everyone needs to know. New York, NY: Oxford University Press, 2019. ISBN 9780190868758 .
CALHOUN, George. Price and Value: A Guide to Equity Market Valuation Metrics. Jersey City: Apress, 2020. ISBN 978-1-4842-5551-3 .
LAOPODIS, Nikiforos. Understanding investments: theories and strategies. 2nd ed. London: Routledge, Taylor & Francis Group, 2021. ISBN 978-1000074741 


Language of instruction angličtina
Code 154-0574
Abbreviation CMEI
Course title Capital Markets: Equity Investments
Coordinating department Department of Finance
Course coordinator Ing. Martina Novotná, Ph.D.