Agenda

LET’S GET STARTED!

Today’s Guiding Question:

What are the key components of a case study and how can case studies be used to analyze company performance?

SESSION #2 AGENDA:

1. Welcome 2. Attendance 3. Norms 4. Review Agenda 5. Stock Market Review 6. What is a Case Study? 7. Project Work Time: Financial Planning for Janella 8. Whole Group Refection 9. Reminders for Next Session

How do you tell an accountant to be quiet? You tell them to use their invoice

By the end of today’s session, you will be familiar with a case study and the benefts of using case studies to analyze and compare companies.

STOCK MARKET REVIEW & YAHOO! FINANCE

Review Last Week’s Investment Key Terms:

Shareholder

Commonly referred to as a stockholder. Any person, company or institution that owns at least one share of a company’s stock. This type of ownership allows them to reap the benefts of a company’s success.

Stocks

Shares (pieces) of ownership in a company.

Stock Market

The collection of physical and electronic markets where buyers and sellers can trade shares. It is like a giant, global auction. The stock market is the sum of all individual stocks and when an individual stock moves, the market as a whole would also move by a tiny amount.

IPO

An initial public ofering. The process by which a private company “goes public,” ofering shares for purchase by the public. IPOs allow businesses to gain capital and to shift ownership.

Ticker

The symbol by which stocks are identifed. Tickers are a few letters that distinguish a company’s shares in the stock market.