MSBA 6939 - Applied Investment Analysis
Fall 2026 Syllabus, Section A01, CRN 43968,
Credit hours: 3
Course Meeting Times
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Instructor
Yaqin Wang
Email: ywang@ysu.edu
Course Description
6939. Applied Investment Analysis. This course introduces graduate students to core investment principles with a strong emphasis on applied, data-driven analysis. Students learn to evaluate financial markets, analyze securities, construct portfolios, and make investment decisions using Excel, Python, and Tableau. The course integrates financial statement analysis, portfolio theory, risk/return models, and equity/fixed-income valuation with hands-on data applications. 3 s.h.
Course Readings
| Group | Title | Author | ISBN |
|---|---|---|---|
| Required | Essentials of Investments with Connect Access | Bodie, Z., Kane, A., & Marcus, A. J. | 9781264140244 |
The course readings are subject to change in the event of extenuating circumstances, research developments, current events, and/or to ensure better learning.
Assignments/Assessments
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Weekly Schedules
| Week of | Reading(s) | Proposed Topic | Due/To Prepare for Class |
|---|---|---|---|
| 8/24 | Chapters 1–2 | Investment Landscape and Human-AI Investment Loop | Discussion 1, Lab 1, Homework 1, Quiz 1 |
| 8/31 | Chapter 5 | Risk and Return | Discussion 2, Lab 2, Homework 2, Quiz 2 |
| 9/7 | Chapter 6 | Diversification and Portfolio Construction | Discussion 3, Lab 3, Homework 3, Quiz 3 |
| 9/14 | Chapters 7-8 | CAPM, Beta, Alpha, and Market Efficiency | Discussion 4, Lab 4, Homework 4, Quiz 4 |
| 9/21 | Chapters 10-11 | Bonds, Yields, and Interest-Rate Risk | Discussion 5, Lab 5, Homework 5, Quiz 5 |
| 9/28 | Chapters 12-13 | Macro, Industry Analysis, and Equity Valuation | Discussion 6, Lab 6, Homework 6, Quiz 6 |
| 10/5 | Chapter 18 | Performance Evaluation and Final Recommendation | Discussion 7, Lab 7, Homework 7, Quiz 7, Final Project |
The course schedule, policies, procedures, and assignments in this course are subject to change in the event of extenuating circumstances, by mutual agreement, and/or to ensure better learning.