Subject Concepts/Terms:
Company codes: CUSIP, DUNS number, Ticker symbol- Unique identifiers for particular companies.
Industry codes: NAICS, SIC -Unique identifiers for particular industries.
Bonds (Corporate, Municipals, Sovereign): An investor loans money to an entity for a defined period of time; also known as fixed income.
Commodities: Raw material or agricultural product that can be bought and sold (copper, coffee, gold).
Equities: Stock or security representing ownership.
IPO (Initial Public Offering): The first sale of stock of a private company to the public.
M&A (Mergers & Acquisitions): Bringing separate companies together to form a larger one.
Market Share: A portion of the market/industry controlled by a particular company or product (usually a percentage).
Market Size: The number of potential buyers or sellers in a particular market, industry, product segment.
Revenue: Income generated from the sale of goods or services; before any costs or expenses are deducted.
Stock exchanges: AMEX, NASDAQ, New York, etc.
Stock indexes: S&P 500, Dow Jones.
SWOT Analysis: An assessment of the strengths, weaknesses, opportunities and threats that currently characterize a company or industry.
Assignments:
Analysis (Business, Market, Situation): The discipline of identifying business needs and determining solutions to business problems.
Case: A case study is a detailed account of a company, industry, person, or project over a given amount of time. The content within a case study may include information about company objectives, strategies, challenges, results, recommendations, and more. Some cases may ask students to provide solutions to a business problem.
Deliverable (Assignment, Project): A deliverable is a task that must be completed under the terms of an agreement.
Pitch: A presentation trying to win new business.