Equity ProjectEquity ProjectGroupsGroups

GroupsGroups

Names Email AddressesPhone Numbers

Names Email AddressesPhone Numbers

If you miss a class in which we do group work, your group mates are entitled to worry.

PlanningPlanning

Read the Project OutlineAs you go through decide who will be

responsible for what.Document PreservationValue Line & Library SourcesWeb SourcesData & modeling

Decide on the diversifying stock.

Read the Project OutlineAs you go through decide who will be

responsible for what.Document PreservationValue Line & Library SourcesWeb SourcesData & modeling

Decide on the diversifying stock.

ExecutionExecution

Each person should haveA photocopy of the Value Line A photocopy of the project descriptionA copy of the Equity Project Notes

from the web page.… complete with notes as to who is

responsible for what.Create overlaps so that you can

back each other up.

Each person should haveA photocopy of the Value Line A photocopy of the project descriptionA copy of the Equity Project Notes

from the web page.… complete with notes as to who is

responsible for what.Create overlaps so that you can

back each other up.

MeetMeet

Decide now where and when you will next meet.

Have prepared for the meetingall the material for which you are

responsible.A brief note on how the company

looks to you as an investment and why.

Decide now where and when you will next meet.

Have prepared for the meetingall the material for which you are

responsible.A brief note on how the company

looks to you as an investment and why.

MeetMeet

Make sure that the two people who have done the modeling came up with the same results.

Make sure that you discuss and resolve priors so that the group can agree on one position.

Make sure that the two people who have done the modeling came up with the same results.

Make sure that you discuss and resolve priors so that the group can agree on one position.

CompileCompile

Go through the project description and make sure you have all the required information.

Go through the project description and make sure you have all the required information.

WriteWrite

Assign an Proofreader/EditorAssign a Continuity Editor Assign writing tasks.

Do the executive summary last.Do the conclusion second last.

Assign an Proofreader/EditorAssign a Continuity Editor Assign writing tasks.

Do the executive summary last.Do the conclusion second last.

ProofreadProofread

The Proofreader then reads the report carefully for clarity, continuity, grammar, punctuation…

The Proofreader then reads the report carefully for clarity, continuity, grammar, punctuation…

ContinuityContinuity

The continuity editor reads the report carefully for detailIf the reports states “details are

provided in appendix B” he makes sure the details are indeed provided in appendix B

All the components required in the report are actually there and in the right order.

The continuity editor reads the report carefully for detailIf the reports states “details are

provided in appendix B” he makes sure the details are indeed provided in appendix B

All the components required in the report are actually there and in the right order.

ProofreadProofread

The final step is to bribe a non-finance major to read the report and to ensure that it is clear, complete, and well written.

The final step is to bribe a non-finance major to read the report and to ensure that it is clear, complete, and well written.

Equity ProjectEquity Project