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| Note on Asset Management |
| 作者姓名：Stephen R. Foerster, Saurin Patel, Claire Foran |
| 商品類型：Note | 商品編號：W32695 |
| 出版日期：2023/02/24 | 內容長度：13 頁 |
This note provides an overview of asset management and capital markets, the different types of firms in this industry, types of investments, the different investment styles and strategies employed by asset managers to help them achieve their goals, and asset manager roles and responsibilities.
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| The Coca-Cola Company: A Stock Investment Decision |
| 作者姓名：Stephen R. Foerster |
| 商品類型：Case (Pub Mat) | 商品編號：W31037 |
| 出版日期：2022/11/16 | 內容長度：25 頁 |
In July 2022, a portfolio manager for an investment company was considering adding the Coca-Cola Company (Coca-Cola) stock to its flagship global blend fund, which invested in firms with neither predominant value nor growth characteristics. Her initial task was to develop an investment thesis by first gathering qualitative and quantitative information related to Coca-Cola and its peers. Her thesis would consider what long-term trends might play out .....more
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| The Coca-Cola Company: A Stock Investment Decision - Teaching Note |
| 作者姓名：Stephen R. Foerster |
| | 商品編號：W31038 |
| 出版日期：2022/11/16 | 內容長度：13 頁 |
Teaching note for product W31037.
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| The Coca-Cola Company: A Stock Investment Decision - Student Spreadsheet |
| 作者姓名：Stephen R. Foerster |
| | 商品編號：W31039 |
| 出版日期：2022/11/16 | 內容長度：1493 頁 |
Spreadsheet to accompany product W31037.
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| Michael McCain’s Maple Leaf Foods Tweet |
| 作者姓名：Gerard Seijts; Stephen R. Foerster; Kersi Antia; Lee Watkiss; Jana Seijts |
| 商品類型：Case (Pub Mat) | 商品編號：9B20C050 |
| 出版日期：2020/11/17 | 內容長度：2 頁 |
On January 12, 2020, Michael McCain, the president and chief executive officer (CEO) of Maple Leaf Foods Inc., posted four tweets on the company's social media platform, venting his anger at the US administration over a civilian airplane shot down in Iran. Specifically, he expressed his anger at the loss of life—including that of the wife and 11-year-old son of an employee of Maple Leaf Foods—which, according to McCain, stemmed from “a needless, .....more
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| Michael McCain’s Maple Leaf Foods Tweet - Teaching Note |
| 作者姓名：Gerard Seijts; Stephen R. Foerster; Kersi Antia; Lee Watkiss; Jana Seijts |
| 商品類型： | 商品編號：8B20C050 |
| 出版日期：2020/11/17 | 內容長度：32 頁 |
Teaching note for product 9B20C050.
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| The Walt Disney Company's Stock: Buy, Hold, or Sell? (Simplified Chinese Version) |
| 作者姓名：Stephen R. Foerster; Shuran (Freya) Yang; |
| 商品類型：Case (Pub Mat) | 商品編號：9B20NC005 |
| 出版日期：2020/02/18 | 內容長度：20 頁 |
A portfolio manager at Century 23 Investment Company was considering whether to maintain holdings in The Walt Disney Company (Disney). She was reviewing the recently released fourth quarter and full fiscal year earnings report of Disney and comparing the results against those of key competitors, including Netflix Inc., Comcast Corporation, and Viacom Inc. She examined financial statements, ratios, valuation metrics, and financial forecasts, to find .....more
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| The Walt Disney Company's Stock: Buy, Hold, or Sell? |
| 作者姓名：Stephen R. Foerster; Shuran (Freya) Yang |
| 商品類型：Case (Pub Mat) | 商品編號：9B20N005 |
| 出版日期：2020/02/18 | 內容長度：20 頁 |
A portfolio manager at Century 23 Investment Company was considering whether to maintain holdings in The Walt Disney Company (Disney). She was reviewing the recently released fourth quarter and full fiscal year earnings report of Disney and comparing the results against those of key competitors, including Netflix Inc., Comcast Corporation, and Viacom Inc. She examined financial statements, ratios, valuation metrics, and financial forecasts, to find .....more
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| The Walt Disney Company's Stock: Buy, Hold, or Sell? - Instructor Spreadsheet |
| 作者姓名：Stephen R. Foerster; Shuran (Freya) Yang |
| 商品類型： | 商品編號：5B20N005 |
| 出版日期：2020/02/18 | 內容長度：70 頁 |
Instructor Spreadsheet to accompany product 8B20N005.
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| The Walt Disney Company's Stock: Buy, Hold, or Sell? - Student Spreadsheet |
| 作者姓名：Stephen R. Foerster; Shuran (Freya) Yang |
| 商品類型： | 商品編號：7B20N005 |
| 出版日期：2020/02/18 | 內容長度：2264 頁 |
Spreadsheet to accompany product 9B20N005.
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