Value Investing

Online NYU Class: The Fundamentals Of Buffett-Style Investing

NYU’s School of Professional Studies (SPS) Offers Unique Class on Warren Buffett’s Investing Methods. Class begins April 1.

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The Finance, Law & Taxation Department of New York University’s School of Professional Studies is offering a class focused on the time-honored techniques of value investing as practiced by the world’s most legendary investor, Warren Buffett.

“Warren Buffett is the most successful investor who has ever bought a stock,” said James Berman, the course’s instructor and the president and founder of LLC, a Registered Investment Advisory Firm that specializes in asset management for high-net-worth individuals and trusts. “It makes sense to study how he goes about it.”


Buffett-Style Investing

Few business schools or continuing education programs teach courses directly focused on Buffett’s strategy. “It’s shocking how few courses you can find on Buffett’s methodology, even at major business schools. Here’s arguably the most important and influential investor of the past century and yet business schools act like he doesn’t exist,” explained Berman. “Warren Buffett should be part of the required curriculum at every business school; instead, he’s often ignored.”

By examining case studies of Buffett’s acquisitions, students will explore the real-world principles that the “Oracle of Omaha” uses to pick companies. The class will learn what he saw and when he saw it. By looking at historical financials and annual reports, students will examine a snapshot of what the target company looked like as a potential purchase, both qualitatively and quantitatively. They will also examine one or two of Buffett’s rare but notorious mistakes. The class starts April 2nd and is open to the public for registration.

Class Dates:

April 1st - April 29th: Self-paced online case studies

May 6th: Instructor will liveblog the Berkshire Hathaway Annual Shareholders Meeting


James Berman is the president and founder of JBGLOBAL.COM LLC, a registered investment advisory firm specializing in asset management for high-net-worth individuals and trusts. With over twenty years of experience managing client portfolios, Mr. Berman is a specialist in value investing and asset allocation. As the president of LLC, the general partner of the JBGLOBAL Fund L.P., Mr. Berman manages a global equities fund that invests in the United States, Europe and Asia.

Mr. Berman is a faculty member in the Finance Department of the NYU School of Professional Studies, where he teaches corporate finance and received a 2014 Award for Teaching Excellence. As a faculty member in the Finance, Law & Taxation Department of the NYU School of Professional Studies, he  receives top ratings for his engaging teaching style. He also serves as subadvisor to Eitan Ventures LLC, a venture capital fund based in New York.

Mr. Berman has appeared on CNBC , the Fox News Channel, the Cavuto Show and the Fox Business Channel and has been published and quoted in a variety of publications, including The Wall Street Journal, Barron’s, Fortune, Bloomberg, and CNN Money. As a regular blogger for Forbes , he covers financial topics ranging from value investing to the economy. He is the author of Lessons from the Lemonade Stand: A Common Sense Primer on Investing, winner of the Next Generation Indie Award for Best Non-Fiction eBook of 2013.

Mr. Berman received a B.A. (Magna Cum Laude, Phi Beta Kappa) from Harvard University and a J.D. from Harvard Law School.

Course Description:  The Fundamentals of Buffett-Style Investing

Learn the investment techniques of Warren Buffett, the world’s most legendary investor. Examine case studies of Buffett’s acquisitions in order to review the real -world principles that the “Oracle of Omaha” uses to pick companies. Topics include both quantitative methods, such as valuation metrics and cash flow analysis, as well as qualitative principles, such as competitive advantage and economic moats. As a final project, partner with a classmate to present a publicly traded company you believe Buffett would buy. At the conclusion, understand what Buffett means by a “great business at a good price.” This course is appropriate for beginners in the industry and for individuals with a broad array of backgrounds.

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