1346 - 採購思維與投資決策

From Sourcing to Investing

教育目標 Course Target

本課程除了延續採購談判課,圍繞審查公司的投資價值,來幫助你實現目標。越是在複雜的經濟與市場環境下,更理性地守護自己得來不易的財富。除此之外,要幫助同學對投資與理財有基本認識外,何謂資產和負債,更將深入探討風險與報酬、投資組合管理、投資組合績效評估及其他投資學理論。我將過去採購心法來看待投資項目並結合巴菲特、富爸爸窮爸爸的作者羅伯特.清崎、等數十位大師的著作,使同學運用理論工具及心法,建立正確的投資觀念,提昇自身財務決策的能力。

In addition to continuing the procurement negotiation course, this course focuses on reviewing the company's investment value to help you achieve your goals. The more complex the economic and market environment is, the more rational it is to protect one's hard-earned wealth. In addition, it will help students gain a basic understanding of investment and financial management, as well as what assets and liabilities are. It will also provide in-depth discussions on risk and return, portfolio management, portfolio performance evaluation and other investment theories. I use the past purchasing mentality to view investment projects and combine it with the works of Buffett, Robert Kiyosaki, the author of Rich Dad Poor Dad, and dozens of other masters, so that students can use theoretical tools and mental methods to establish correct investment concepts and improve their financial decision-making abilities.

參考書目 Reference Books

富爸爸窮爸爸
川普的交易藝術
巴菲特雪球
股票
債券
衍生性金融商品
匯市
選擇權/權證
家族辦公室

Rich Dad Poor Dad
Trump’s Art of Deal
Buffett Snowball
Stocks
Bond
Derivative financial products
Forex Market
Option/Warrant
Family Office

評分方式 Grading

評分項目
Grading Method
配分比例
Percentage
說明
Description
期中考
midterm exam
30 期中考報告
期末考
final exam
30 期末考報告
思考題報告
Thinking question report
20 每兩週有思考題
不定期上課點名
Roll call in class from time to time
20 期待踴躍上課(總是有玄外之音的意外收穫

授課大綱 Course Plan

點擊下方連結查看詳細授課大綱
Click the link below to view the detailed course plan

查看授課大綱 View Course Plan

相似課程 Related Courses

無相似課程 No related courses found

課程資訊 Course Information

基本資料 Basic Information

  • 課程代碼 Course Code: 1346
  • 學分 Credit: 0-3
  • 上課時間 Course Time:
    Wednesday/5,6,7
  • 授課教師 Teacher:
    張世其
  • 修課班級 Class:
    國貿系2-4
選課狀態 Enrollment Status

目前選課人數 Current Enrollment: 18 人

交換生/外籍生選課登記

請點選上方按鈕加入登記清單,再等候任課教師審核。
Add this class to your wishlist by clicking the button above.