| Class
Meeting session and Days
|
Topics |
Reading
and other Assignments
|
| Session
1
June 22, 9:00a to 12:00 noon
|
Introduction to Financial Statements (Slides)
|
|
| Session
2
June 24, 9:00a to 12:00 noon |
Value Creation (Slides): Chapter 3
Talk by Mr. Karl Mergenthaler, 10:30 to noon |
Assignment: Compute the financial ratios for CAKE (use Excel Spreadsheet available on Blackboard)
Additional financial information on CAKE and competitors can be obtained from the Mergent Database as well as from the NetAdvantage Database.
Compute the capitalized value of operating leases using 10K information
|
| Session
3
June 26, 9:00a to 12:00 noon |
Thinking about Return on Invested Capital and Growth (Slides): Chapter 6
|
Five minute presentation (per group) on CAKE versus its competitors based on financial ratio analysis -- look only at SNS (Steak n Shake), BOBE (Bob Evans Farms) and PFCB (PF Chang’s China Bistro). |
| Session
4
June 29, 9:00a to 12:00 noon |
A Framework for Valuation (Slides): Chapter 5, 7 |
|
Session 5
July, 1:00a to 12:00 noon |
Estimating the Cost of Capital (Slides): Chapter 10
|
Make forecasts regarding Cashflow components and cashflows -- each group will focus on a different aspect (details on Assignment page) |
| Session
6
July 2, 9:00a to 12:00 noon |
Putting everything together
Final
Exam |
|
