Intermediate Equity Analysis For Investment

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Course overview
Learn how to pick stocks by understanding their underlying value. This class introduces advanced fundamental and technical analysis techniques used by Wall Street professionals to select investments. You’ll employ these methods to build a simulated stock portfolio and attempt to beat the Street. Each student will have an opportunity to run a portfolio and trading simulation on a licensed high-quality simulator “StockTrak”. A class wide investment competition will select the winners.
  • Instructor: Raymond Mathis
  • Schedule: Saturday, Feb 20th - Apr 24th
  • Time: 7:30pm - 9:00pm (EST) 
  • Requirement: Grade 8 and above who completed  YI002 – Stock Fundamental Analysis
  • Tuition can be fully refunded before the second class. After that, no refund.

Raymond Mathis

Mr. Raymond Mathis is a private equity manager with Tati NY, Inc., an operating company focused on the lodging and hospitality industry. Previously, Raymond was a Portfolio Manager for Spirit of America Investment Funds, a family of equity and fixed income mutual funds. At Spirit of America, he took over Real Estate Income and Growth Fund, in addition to the Large Cap Value Fund, and subsequently launched an Energy Fund and several fixed income funds.

Throughout his tenure, Mr. Mathis received many accolades, including being named “Leading Portfolio Manager” by NAREIT’s “REIT Magazine” the largest publicly traded real estate industry group, “Best Performing Real Estate Fund” by Zacks Equity Research, and several “Category Kings” awards from The Wall Street Journal, including top performance for Stock Fund, Sector Fund, and Real Estate Fund categories.

Mr. Mathis began his career as an Analyst at Standard & Poor’s, where he covered companies in the Consumer Discretionary, Financial, Real Estate, and Consumer Staples sectors. In addition to winning the “Best on the Street” award from The Wall Street Journal, he has appeared in print and on television with CNBC, Bloomberg, Wall Street Week, The Wall Street Journal, Financial Times, CNN, Business Week, BBC, USA Today, New York Times, Crain’s, and the New York Post. Raymond received his MBA in finance from Louisiana State University (New Orleans). Before that, he earned a degree in music from Berklee College of Music, after which he moved to the French Quarter of New Orleans to play jazz for several years.

                Learning Outcomes

  • Analysis of financial statements
  • Financial modeling
  • Cost of Capital
  • Advanced relative valuation
  • Advanced intrinsic valuation
  • Asset allocation concepts
  • Advanced Risk & Return Analysis
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