We continued critical thinking exercises surrounding financial markets including technical analysis strategies for investing in stocks.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Cabo was watching YouTube videos but I was able to interest him in financial markets because he likes money. We discussed channels, shelves, and the RSI.
Bobby worked on marketing strategy for the smoothie business. We discussed themes, logos, and advertising strategy. We will be finalizing the slide in the next class.
Assignment
Develop a business name
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Bobby was attentive and actively discussed business strategy including alternative marketing ideas. We discussed causes and how many businesses are working with charities to motivate sales.
For critical thinking we discussed stock market dynamics including short selling and technical analysis.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Cabo seemed to have a great deal of interest in the stock price action recently exhibited by GameStop and AMC. We discussed how stock prices can be manipulated when short sellers are forced to cover exposure. We also looked at a few technical trading methods.
Bobby reviewed the order of his presentation slides and made adjustments. He added a marketing slide and a summary slide which he will finalize with content during our next class.
Assignment
Decide on marketing strategy
Session Minutes
60
Minutes Student Attended
45
Lesson Comments
Bobby left a few minutes early saying he had to take his sister to school. He was attentive and contributed good ideas to his business plan today.
For critical thinking we discussed the challenges associated with competing in the video game building business. We also discussed costs and the current structure of market. We continued discussions of current events in the equity markets as well.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Cabo was very quiet and appeared very tired during our meeting today. He was reluctant to add to our discussions and seemed to be focused on other things.
Bobby created two new slides to summarize cash flows and returns in his presentation. Our plan is to clean them up the rest of this week and work on marketing strategy.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was very attentive and engaged in his project today. I expect he will be finished with the financial analysis part this week and will move on to marketing strategy.
Bobby worked on building out his forecast of investor earnings on a 10% stake in his business. We calculated percentages and then annualized returns.
Session Minutes
30
Minutes Student Attended
30
Lesson Comments
Bobby did an excellent job reformatting cells and transposing data from Excel into PowerPoint. We are making great progress on his business plan and should be ready to work on preparing to deliver a presentation by next week.
We discussed stock trading and investing strategies including the difference between fundamental and technical analysis techniques. We worked with channels, shelves and the RSI index as tools for timing transactions.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Cabo was interested in technical analysis tools for investing and trading. I showed him some charting techniques and we discussed the logic behind why they work.
Bobby worked on building profitability tables including seven year cash flow and returns. We will import these to the presentation next class.
Session Minutes
60
Minutes Student Attended
30
Lesson Comments
Bobby connected on Teams at 1:00pm for his scheduled 12:30 session (30 minutes late). He claimed he was stuck in traffic. He worked well with me during the 30 minutes we had. We continue to build on concepts previously learned.
Bobby worked on seven year profitability tables in Excel including cash flow and equity sale amounts. We will continue calculating returns and then import results to the presentation.
Session Minutes
60
Minutes Student Attended
60
Lesson Comments
Bobby was cooperative but he did jump on Teams a few minutes late. He seems to be keeping up very well with our project and is learning new processes each day.
