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Welcome Greater Miami Academy!

Welcome Greater Miami Academy!. Florida International University State Farm Financial Literacy Lab Presented by: Dr. Helen Simon, CFP January 2012. Valuations . Lets take a look at the things you cant see! Management Intangibles SWOT It’s the small things that count. Dear Management, .

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Welcome Greater Miami Academy!

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  1. Welcome Greater Miami Academy! Florida International University State Farm Financial Literacy Lab Presented by: Dr. Helen Simon, CFP January 2012

  2. Valuations • Lets take a look at the things you cant see! • Management • Intangibles • SWOT • It’s the small things that count

  3. Dear Management, • What is management? • CEO, President, The Board • How are they getting paid? • 1$ a year?!!!!! • When are they doing well? • How about when they are doing poorly?

  4. Economic Moats • What does that even mean? • How do we use this? • What ratios do we use to determine this so called “moat” • How would a company go about building a moat?

  5. Building a Moat • The price must be right! • Lets keep those customers • Competitors don’t even come close! • Can we get examples of companies with great moats?

  6. Show me the Moat! • How does this product differ from everything else? • Is this company’s product diverse?

  7. Man O Man that’s a great Moat

  8. SWOT not SWAT!

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