Student Investment Fund in a Book 6e - Paperback

by David J. Moore (Author)

"Student Investment Fund in a Book" (SIF 6e) is precisely what the title suggests: A complete end-to-end guide for running a student investment fund at a college or university. Beginning with a simplified investment policy, SIF 6e covers the entire process from selecting student members, analyzing stocks, preparing student presentations, and voting on those presentations for inclusion in the portfolio. SIF 6e also covers detailed stock screening, fundamental analysis, and technical analysis techniques. While I cannot guarantee market-beating performance, this book can equip students with a comprehensive analysis framework they can extend. Thank you for purchasing "Student Investment Fund in a Book." This is the sixth edition of what began as a random collection of notes. Over time, I organized those notes, refined the content, added more content, and assembled this book. I provide detailed examples, including Excel spreadsheet screenshots with formulas and R code to perform the all-important initial screening of stocks. I wish you well on your pursuit of understanding and, hopefully, market-beating performance. -David J. Moore, Ph.D. Sacramento, California

Author Biography

Dr. David Moore's passion for mathematics and science was discovered at an early age, propelling him to excel quickly through high school, graduating at the age of 14 and earning a Bachelor's of Science in Electrical Engineering (B.S.E.E.) from Purdue University at 19. Upon graduation, he joined Motorola's System and Space Technology Group in Scottsdale, Arizona, as a design engineer for imaging satellites and data encryption systems. While there, he also continued his education at Arizona State University, obtaining a Master of Business Administration (MBA) degree. After working at Motorola for several years, Dr. Moore set his sights on the home of high-tech innovation in Silicon Valley (Santa Clara) California. There, he had a successful career at numerous start-up semiconductor companies as a field and product marketing engineer. One of the startup companies where Dr. Moore worked, AANetcom, was acquired in March 2000 by PMC-Sierra for $890 million dollars. Unfortunately Dr. Moore, like many others, ignored his MBA and delayed pressing the "sell" button falsely believing in the "New Economy." An expensive lesson indeed. After surviving the rise and fall of the dot-com era, Dr. Moore decided to change course and follow a calling to higher education. Dr. Moore returned to college to obtain a Ph.D. in Finance at The University of Tennessee in Knoxville. His first years as a professor at the University of Memphis were very rewarding. Dr. Moore crafted and practiced a simple philosophy of instruction: to help students achieve success in the classroom and in life by sharing his academic, professional, and personal experiences. Dr. Moore now teaches and conducts research in the areas of investments, corporate finance, and financial institutions at California State University, Sacramento. In addition, Dr. Moore provides consulting services through his company Efficient Minds(TM).