Investment Lectures
(2026 - 2027)

Finance and Investment Lecture (2026 - 2027 Academic Year, Online)

In the 2026-2027 academic year, the finance and investment lectures will cover key topics, including:

• Concepts and Ideas of Value Investment (the investing philosophies of renowned investors like Warren Buffett, Philip Fisher, and Peter Lynch)

• Use of Stock Investment Tools and Charts

• Main Asset Classes: stocks, bonds, commodities, real estate investment trusts (REITs), cash, and their characteristics and risks

• Stock Market Indices, Major Sectors, and Related Index Funds and Sector Funds

• Classic Investment Portfolios, Portfolio Design, and metrics for evaluating portfolio and fund performance​

• Fundamental Analysis and Technical Analysis (new)

• Understanding Income Statement, Balance Statement, and Cash Flow Statement (new)

• Macroeconomics (new)

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Topics not covered in the lectures include any short-term speculative trading strategies, any leveraged strategies (such as margin or options), and any strategies that require daily monitoring of the market.

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The contents are mainly extracted and adjusted from materials developed by Hoperation Fund, classic investment books, study materials of the Series 65 Exam, and study materials of high school investment competitions.