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Spring 2025
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Submit Investment Exercise Here

  • Due May 9 by 11:59pm
  • Points 110
  • Submitting a text entry box or a file upload

INVESTMENT EXERCISE

You will be participating in a stock analysis

You will write a paper. 1000 word minimum (includes the Business Model Canvas, SWOT, PESTEL and Porter's Five Forces)

Choose Three Publicly Traded Companies on the NYSE or NASDAQ

  1. Complete the business model Canvas for each company.

Read about the Business Model Canvas (Links to an external site.)

WatchBusiness Model Canvas Explained (Links to an external site.)

Business Model Canvas for UBER (Links to an external site.)

Business Model Canvas Template

2. Complete a SWOT Analysis for each of the 3 companies. 

WatchWHAT IS A SWOT ANALYSIS? (Links to an external site.)

Read through the article below.

https://www.wordstream.com/blog/ws/2017/12/20/swot-analysis (Links to an external site.)

Watch STARBUCKS SWOT ANALYSIS (Links to an external site.)

Watch TESLA SWOT ANALYSIS (Links to an external site.)

SWOT SAMPLES

SWOT Clorox.docx

annotated-Swot%20Analysis%20Humana.docx.pdf

annotated-TESLA%20SWOT.docx.pdf

3. Complete a PESTEL analysis for each company

Read about the PESTEL analysis (Links to an external site.)

Watch PESTEL Analysis Explained (Links to an external site.)

WATCH NIKE PESTLE Analysis (Links to an external site.)

 

4. Do a competitive analysis for each company using Porters Five Forces Model.

Read about Porter's Five Forces (Links to an external site.)

Read more here  (Links to an external site.)and here (Links to an external site.)

Watch Porter's Five Forces - A Practical Example (Links to an external site.)

Watch TESLA example (Links to an external site.)

5. Describe what you have learned about your 3 companies

6. What was the most important or useful thing you learned from doing this project?

Include research references at the end of each company's summary. References should include: Name of magazine, newspaper, report, or Website, Author, Title of Article, Date, and Page. A separate reference is required for each company. Minimum of three different references for the assignment.  Start with the suggested references at the bottom of this page.

Suggested References:

Newspapers: Wall Street Journal, NY Times, SF Chronicle, Mercury News, Press Democrat, North Bay Business Journal, Silicon Valley Business Journal, SF Business Journal

Magazines: Business Week, Money, Kiplinger, Smart Money, Forbes, Fortune

Television: Mad Money, CNBC, Nightly Business Report

Online: Fool.com, zacks.com, valueline.com, thestreet.com, Yahoo Finance, Google Finance, NYSE.com

All the above magazines and newspapers have websites

 

FINAL PRESENTATION

Record a video 4-6 minutes long and upload it to Youtube, talking about your 3 companies and the highlights.  It will be a succinct summary of your paper.

You will provide your youtube link in your Investment project.

 

1746860399 05/09/2025 11:59pm
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