COURSE NUMBER: EWMBA 222-11

COURSE TITLE: Financial Information Analysis

UNITS OF CREDIT: 3 Units

INSTRUCTOR: Panos N. Patatoukas

E-MAIL ADDRESS: panos@haas.berkeley.edu

CLASS WEB PAGE LOCATION: http://sites.google.com/site/panosequityvaluation/

MEETING DAY/TIME: Saturday 9:00AM-12:00PM

PREREQUISITE(S): Completion of EWMBA Core Curriculum

CLASS FORMAT: Lectures and case discussions

TEXTBOOK: Lundholm, R. and R. Sloan, Equity Analysis and Valuation with eVal, McGraw-Hill/Irwin (third edition).

BASIS FOR FINAL GRADE: Case write ups, class participation, group project, and final project.

ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES: This award-winning interdisciplinary course (i) provides you with a framework for business analysis and valuation using financial statement data, and (ii) shows you how to apply this framework to a variety of business decisions. The course assumes that you have a good working knowledge of accounting, finance, economics, and business strategy. The focus is on integrating key concepts from each of these areas and applying them to financial decision-making.

For more information visit: http://sites.google.com/site/panosequityvaluation/.

BIOGRAPHICAL SKETCH: Panos N. Patatoukas is a tenure-track Assistant Professor of Accounting & Finance at the Haas School of Business. Prior to joining Haas, Panos received his Ph.D. in Accounting & Finance from Yale University. Panos’ research interests overlap with his M.B.A. teaching at Haas and his course on Financial Information Analysis has proven to be an invaluable source of new research ideas. Panos’ research informs questions related to (i) fundamental analysis using financial data, (ii) portfolio trading strategies using financial information analysis, (iii) forecasting economic activity both at the firm level and the macroeconomic level, as well as (iv) stock market valuation both at the firm level and at the aggregate level. Panos has won several research and teaching awards including the Earl F. Cheit Outstanding Teaching Award, which is the highest teaching award bestowed upon instructors by the M.B.A. students at the Haas School of Business, and the Schwabacher Award for Distinction in Research and Teaching, which is the highest honor for distinction in research and teaching bestowed upon Assistant Professors. Since his appointment, Panos has produced several top-tier publications and a series of working papers (available at http://sites.google.com/site/panossom/). Panos is currently also serving as the Ph.D. Field Advisor for the Accounting Group at Haas and is mentoring several graduate studies.