SEMESTER: Spring 2018

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/

PREREQUISITE(S): Completion of core curriculum

CLASS FORMAT: Lectures and case discussions

TEXTBOOK: Lundholm, R. and R. Sloan, Equity Analysis and Valuation, McGraw-Hill/Irwin (3rd Edition). Feel free to acquire a used textbook.

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

CAREER FIELD: This course is relevant for to all MBA students, including those considering career advancing or career changing to Investment Banking, Hedge Funds, and Corporate Finance.  

ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES: This award-winning course provides you with a framework for business analysis and valuation using data from corporate financial reports and other sources of financial information. The course requires 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 corporate valuation and a variety of investment decisions. The course is relevant to all MBA students, regardless of background and professional experience.
BIOGRAPHICAL SKETCH: Panos N. Patatoukas is an Associate Professor with tenure at Berkeley-Haas. Prior to joining Berkeley-Haas, Professor Patatoukas received his PhD, MPhil, and MA from Yale University, his MSc (with highest distinction) from the London School of Economics and Political Science, and his BA in Accounting and Finance (summa cum laude and valedictorian of his class) from Athens University of Economics and Business. His work focuses on interdisciplinary capital markets research and informs questions that bridge the gap between academics and practitioners. Professor Patatoukas has won several prestigious research and teaching awards including the Earl F. Cheit Outstanding Teaching Award (three times, for 2012, 2015 and 2017), which is the highest teaching award bestowed upon instructors by Berkeley-Haas MBA students. For his record of accomplishments, Professor Patatoukas has been selected as the Top-10 Business School Professors under-40 by Fortune. Panos is currently also serving as the Ph.D. Field Advisor for the Accounting Group at Berkeley-Haas and as the Faculty Director of the program on “Financial Analysis for Leaders” provided by Berkeley Executive Education. For more information on Panos: https://sites.google.com/site/panossom/.

The Students Say…

Taking Professor Patatoukas’ Financial Informational Analysis class is definitely one of the defining moments in my MBA journey. He turns complex theories into easily digestible concepts. He fills the classroom with laughter, yet he is serious in his delivery of key takeaways. His application of practical, progressive learning models motivates you to explore beyond the classroom settings.
– Cecilia M.

Panos is perhaps the most engaging professor and as well as the most caring professor I have ever come across. In our FIA class, he always opened his lecture by saying “this is going to be the most amazing class”, and he always delivered on that promise. His teaching focuses on giving students the tools and knowledge that could help them advance their careers. For many of us, myself included, that had truly been the case. Lastly, Panos cares a great deal about his students. He is always available when students needed help, well beyond his required office hours.”
– Shou Z.