COURSE NUMBER: EWMBA 222-1

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: Thursday (Evening Section); Saturday (Weekend Section)

PREREQUISITE(S): Completion of core curriculum

CLASS FORMAT: Lectures and case discussions

TEXTBOOK: Lundholm, R. and R. Sloan, Equity Analysis and Valuation with eVal, 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.

SAMPLE SYLLABUS: bCourses Electives Forum

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 corporate financial reports and other sources of financial information. The focus is on integrating key concepts from accounting, finance, economics, and business strategy each of these areas and applying them to valuation and a variety of investment decisions. The course is relevant to all MBA students, regardless of background and professional experience. For more information on FIA: https://sites.google.com/site/panosequityvaluation/.

BIOGRAPHICAL SKETCH: Panos N. Patatoukas is a Tenured Associate 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 has won several research and teaching awards, including the Earl F. Cheit Outstanding Teaching Award for 2012 and 2015, and he was recently selected by Fortune as a Top-10 Under-40 Business School Professor. Since his appointment, Panos has produced several top-tier publications and a series of working papers. Panos is currently also serving as the Ph.D. Field Advisor for the Accounting Group at Haas and is mentoring several graduate students. For more information on Panos: https://sites.google.com/site/panossom/.

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.