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BUSAD 585 Course Schedule

The schedule below outlines the associated timeframes and assignments that we will be covering in this course. Note that assignments are due based on the North American eastern time zone (ET). This ensures that all students have the same deadlines regardless of where they live.

  • Course length: 7 weeks

Each assignment is identified as individual (I), team (T), graded (G), or ungraded (U).

Note: To minimize overlap with ACCTG 512, we will not discuss LS Chapter 4. The subject of Chapter 4 is important for valuation, and I strongly encourage you to read it as a review of ACCTG 512. Similarly, some of the issues discussed in LS Chapters 5 and 6 were covered by ACCTG 512. As such, I will be selective in terms of what to discuss in class for these chapters.  Note that PHRS chapters are listed here only for comparison purposes in case you wish to get the book. Week 5 material is partially based on McKinsey’s book.

Lesson 1
Lesson 1: Strategy-Performance-Valuation Relationship
Timeframe:

Week 1
Readings:

 

Textbook Readings:

  • Read assigned textbook readings.

Harvard Business Review Readings:

  • Bourgeois, L. J., Nedell, K., Ganz, A., & Gonce, A. (2008). Note on the impact of industry and firm factors on firm profitability. (Darden Business Publishing via Harvard Business Review)
  • Harris, J., Chen, M., Fairchild, G. R., Freeman, E., Venkataraman, S., & Mead, J. (2011). Competing for advantages. (Darden Business Publishing via Harvard Business Review)
  • Harris, J., Chen, M., Fairchild, G. R., Freeman, E., Venkataraman, S., & Mead, J. (2010). Creating value for stakeholders. (Darden Business Publishing via Harvard Business Review)
  • Harris, J., Chen, M., Fairchild, G. R., Freeman, E., Venkataraman, S., & Mead, J. (2010). Developing and nurturing strategic capabilities. (Darden Business Publishing  via Harvard Business Review)
  • Harris, J., Chen, M., Fairchild, G. R., Freeman, E., Venkataraman, S., & Mead, J. (2010). What is strategic management? (Darden Business Publishing via Harvard Business Review)
  • Porter, M. E. (2008). The five competitive forces that shape strategy. ( Harvard Business Review)
Note: Refer back to the Harvard Business Review (HBR) Articles section in the course syllabus for instructions on how to access and purchase HBR articles.
Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Complete the Z-Score and M-Score Exercise (I, G)
  2. Check access for YouSeeU (I, U) Note: You will need to access your class at YouSeeU in order to be enrolled in the course space.
  3. Complete Team Selection for the SARI Assignment (T, U) Note: You will need to email your instructor your team selection for the assignment.
  4. Start working on the Final Project (T, G) Note: You will need to email your instructor your team selection and choice of company for your final project.

Discussion Forum Participation

  1. Complete the Value Creation and Value Destruction Discussion Exercise (I, G)
  2. Complete the Price to Book Ratios and Excess Returns Discussion Exercise (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Lesson 2
Lesson 2: Relative Valuation
Timeframe:

Week 2

Readings:

 

Textbook Readings:

  • Read assigned textbook readings.

Library Reserve Reading:

  • Damodaran, A. (2012). Valuation: Lecture Note Packet 2 Relative Valuation and Private Company Valuation.*

*Note: This article can be accessed through the library's electronic reserves system. To access the course reserves, please choose the Student Resources link in the left menu and then click on the Library Reserves. Another access route is to go to Penn State University Libraries website, click on the Course Reserves tab at the top and search for "BUSAD 585".

Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:

The assignments below will prepare you to perform relative valuation for the final project.

  1. Complete the Regression Analysis of P/E Ratios Exercise (I, G)
  2. Complete the Regression Analysis of P/B Ratios Exercise (I, G)
  3. Complete the Regression Analysis of P/S Ratios Exercise (I, G)
  4. Continue working on the Final Project (T, G) Note: If you have not done so, you will need to email your instructor your team's choice of company for your final project.

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Lesson 3
Lesson 3: Forecasting, Equity Risk Definition and Measurement, Cost of Capital
Timeframe:

Week 3

Readings:

 

Textbook Readings:

  • Read assigned textbook readings.

Harvard Business Review Readings:

  • Schill, Michael J. (2005). The thoughtful forecaster. (Darden Business Publishing via Harvard Business Review)

Note: Refer back to the Harvard Business Review (HBR) Articles section in the course syllabus for instructions on how to access and purchase HBR articles.

Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Complete the Cost of Equity Exercise (I, G)
  2. Continue working on the Final Project (T, G)

Discussion Forum Participation

  1. Complete the Forecasting Sales Growth Discussion Exercise (I, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Lesson 4
Lesson 4:

Discounted Cash Flow (DCF) Valuation, Residual Income, and Ethics

Timeframe:

Week 4
Readings:

 

Textbook Readings:

  • Read assigned textbook readings.
Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Select your team's Topic Choice and Related Questions/Issues regarding the topic for the SARI Ethics assignment. Post your selection to the designated forum, which can be found in the SARI Ethics Activities folder, located in the Activities section. (T, U) This is due by 3:00 AM Eastern Time (ET) on Thursday.
  2. Begin working on the SARI Ethics Presentation (T, U) This is due by 3:00 AM Eastern Time (ET) on Wednesday.
  3. Continue working on the Final Project (T, G)

Mid-Course Survey (I, U)

Complete the Midterm Feedback Survey.  (I, U)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Lesson 5
Lesson 5: Calculating, Interpreting, and Communicating Valuation Results
Timeframe:

Week 5

Readings:

 

Textbook Readings:

  • Read assigned textbook readings.
Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Complete working on the SARI Ethics Presentation (T, U) This is due by 3:00 AM Eastern Time (ET) on Wednesday.
  2. Complete the SARI Ethics Presentation Review and Discussion (T, U) This is due by 3:00 AM Eastern Time (ET) on Monday.
  3. Continue working on the Final Project (T, G)
Lesson 6
Lesson 6: Final Project Report and Presentation
Timeframe:

Week 6

Readings: There are no readings for this lesson.
Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Complete the Final Project Report (T, G)
  2. Complete the Final Project Presentation (T, G)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

Lesson 7
Lesson 7: Final Project Peer Review, Evaluation, and Discussion
Timeframe:

Week 7

Readings:

There are no readings for this lesson.

Videos:

eVal Instructional Videos:

To view the eVal instructional videos, click on the eVal Videos link in the menu. Select and view the applicable video from the playlist.

These videos will be a good resource as the videos will demonstrate how to use various worksheets.

Assignments:
  1. Complete the Final Project Peer Review (I, G)
  2. Complete the Final Project Viewing and Presentation Evaluations (I, G)
  3. Complete the Final Project Discussion Forum Team Assignment (Part 1 and Part 2) (T, G)
    1. Final Project Discussion Forum Team Assignment (Part 1) is due by 3:00 AM Eastern Time (ET) on Wednesday.
    2. Final Project Discussion Forum Team Assignment (Part 2) is due by 3:00 AM Eastern Time (ET) on Friday.
  4. Complete the Final Project Discussion Forum Individual Assignment (I, U)

World Campus End-of-Program Evaluation/Survey (I, U)

Complete the World Campus End-of-Program Evaluation/Survey. You will be notified of the survey open and close dates via e-mail with the link to access the survey.  (I, U)

All assignments are due by 3:00 AM Eastern Time (ET) on Monday unless noted otherwise.

 

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