BFC3540 – Week 1 Stock Debate Introduction

You’re the humble finance student making your way through what I believe is one of the most challenging yet rewarding units in Commerce. But here you are, mid-semester break, and If Range(“My_Grades”).Cells(i, j) < 0.50 Then Range(“My_Grades”).Cells(i, j) = “Maybethisdebatesarticlecan_saveme” So, the time has come for students to taste a dab of real life. YourContinue reading “BFC3540 – Week 1 Stock Debate Introduction”

BFC3540 Investment Debates – Week 3 – MQG & NAB

So we received a question asking if we’re going to put up articles for the banking sector. I rolled my eyes because the banking sector is so dead-ass boring. In my “Portfolios and Weights 101” article – I gave the 6 stocks a quick “identity” for how they behave. Just to make your life aContinue reading “BFC3540 Investment Debates – Week 3 – MQG & NAB”

BFC3540 Investment Debates – Week 3 – TCL & SYD

Last week we discussed the fact that both SYD and TCL have pretty cool projects coming up – SYD’s Sydney Gateway project and TCL’s WestConnex acquisition. In spite of how exciting they may be, they are huge projects that will take plenty of time, additional capital and potential risks that might derail the positive news.Continue reading “BFC3540 Investment Debates – Week 3 – TCL & SYD”

BFC3540 Investment Debates – Week 3 – A2M & TWE

Wow wee – we’re at the final week of stock debates. It’s been a pleasure writing and I hope you guys have learnt SOMETHING from these articles! If you guys have enjoyed these stock debates and want to continue your personal involvement in the markets BUT don’t know where to start – then I highlyContinue reading “BFC3540 Investment Debates – Week 3 – A2M & TWE”

BFC3540 Investment Debates – Week 2 – A2M & TWE

Ayyy we back again. Week 2. How did we go? What’s changed? What’s new? Any announcements? Let’s firstly talk about where to find news. At this stage in time I recommend one of two ways if obtaining macro, sector and company related information. Googling the company i.e. “ASX A2M”and looking for any related news SearchingContinue reading “BFC3540 Investment Debates – Week 2 – A2M & TWE”

Portfolios and weights 101

So a friend messaged me about her BFC3540 debates asking “how do you weight your portfolio”. And it really struck me as an area that might be really difficult to grasp for someone who’s just had this weird assignment thrown at them. So here we are. Weights, weights, weights, for the average person the conceptContinue reading “Portfolios and weights 101”

BFC3540 Investment Debates – Week 1 – MQG, TWE and A2M

Macquarie Group (ASX: MQG) Macquarie Group Limited (MQG) is a global provider of banking, financial, advisory, investment and fund management services, headquartered in Sydney. MQG is a god tier bank – hang on, they’re not actually much of a bank. To set things clear – there is no case to shorting MQG – if youContinue reading “BFC3540 Investment Debates – Week 1 – MQG, TWE and A2M”

BFC3540 Investment Debates – Week 1 – SYD and TCL

So, the time has come for students to taste a dab of real life. Your finance degree is not constrained to calculating the NPV, defining CET ratios or coding visual basic. The investment group debates are all that more exciting because you get the opportunity to flex your muscles on other people who have noContinue reading “BFC3540 Investment Debates – Week 1 – SYD and TCL”