ChatGPT for Investing in Stocks (Free for MBA Students)
By the #1 Online Business Instructor and One of the Top AI Experts in the World According to Google Developers
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The instructors of this course include Chris Haroun who has an MBA in Finance from Columbia University and he is an award winning MBA professor. He has work experience at Goldman, Citadel and other top hedge funds, as well as venture capital experience where he had a pre-IPO investment in Facebook. Dr. Luka Anicin is one of the top AI and Machine Learning experts in the world according to Google Developers and he was in charge of engineering at a large company that Google recently acquired.
Together, Chris and Luka have created this groundbreaking course to help you create financial models, analyze financial statements and value companies with the help of top AI products, including ChatGPT, Bing Chat, Bard and Claude AI.
This course will teach you from scratch all accounting and finance topics you need to know while using ChatGPT, in order to create a 100+ page investment research report and a detailed financial model. The report and model templates are included in this comprehensive course.
No prior finance or accounting experience is required to take this comprehensive courser that will help you take your finance career to the next level.
Here is an outline of the 12 sections in this course:
- Section 1 is an Introduction to the course and how to access and use the attached 100+ page AI research report that contains all the prompts you need to analyze any company. Also attached to the first lecture is an Excel spreadsheet that you can use to create you Income Statement, Balance Sheet, Cash Flow Statement and value the company you are researching using P/E, P/Revenue and Discounted CashFlow (DCF). An index of all contents sorted alphabetically is also attached to the first lecture.
- Section 2 is called Financial Model Inputs Analysis Using ChatGPT. Sections 2 through 7 is a thorough analysis of financial statements and other inputs that could impact the financial model that we create together in section 8. In section 2 we will use Chat GPT and other AI products to help us understand what can make revenue or eps in our financial model change from a high-level perspective, like the market growth analysis, the total addressable market, geographic exposure etc. In section 2 we also analyze foreign exchange exposure, inventory analysis, customer concentration, cost of customer acquisitions, shareholders and much more.
- Section 3, which is called Historical Financial Analysis using ChatGPT, where we will analyze historical revenue and eps growth of the company that we are doing research on as well as the competition. This will help us build our financial model. In section 3 we will also analyze historical gross margins and operating margins as well of the company we are doing research on as well as the competition. We explain all financial metrics from scratch in all sections.
- Section 4 is called Valuation of the Company and Competitors, where we will analyze the valuation of the company and the competition on a p/e and price to revenue basis. We will also explain how valuation works from scratch.
- Section 5 is called Analyzing Accounting Issues Using ChatGPT, where we will analyze potential accounting red flags as we do forensic accounting with ChatGPT. Specifically, we will analyze revenue versus deferred revenue growth, inventory versus cost of goods sold growth, organic growth, changes in revenue recognition and much more.
- Section 6 is called Introduction to Financial Modeling where we will discuss financial modeling best practices based on Chris Haroun's work experience at the top hedge funds in the world and based on my venture capital experience.
- Section 7 is called Adding Financial Data to Our Models Using ChatGPT, Bard, Bing Chat and Claude AI.
- Section 8 is called How do Financial Statement Work and Forecasting Financial Statements. In Section 8 we will discuss exactly how an income statement, balance sheet and cash flow statements work and how to create them. Then we will create our financial model forecasts based on the research that we do together in sections 2 through 7.
- Section 9 is called Valuation using DCF, P/E and P/Revenue, where we will explain exactly how valuation works when it comes to P/E, P/R and Discounted Cash Flow meaning DCF, then we will value the company we are doing research on using P/E, P/R and using Discounted Cash Flow.
- Section 10 is called Technical Analysis Using ChatGPT, Bing Chat and Bard. In section 10 we will explain from scratch how technical analysis works and then we will use ChatGPT and other top ai products to help us with technical analysis on the company we are doing research on.
- Section 11 is called Creating Our Executive Summary Using AI, where we will use AI to create a one page executive summary of our massive 100+ page research report.
- Section 12 is an optional long section called How to Use ChatGPT, Bard, Bing Chat and Claude AI Prompts and Getting Data for Our Financial Statements. We made section 12 optional as some students might already be very experienced with using ai products. In section 12 we discuss how to use basic and advanced features of ai products like ChatGPT and how to create many prompts and how to use ai to ask the right questions, in order to get access to all data meaning inputs into your financial research process.
This comprehensive course contains all the AI and other tools you need to run circles around the competition when analyzing the financial statements of companies, creating a 100+ page research report that uses state of the art, thoroughly tested AI prompts, building financial models from scratch and valuing companies using 3 different valuation methodologies.
No prior finance or accounting experience is required to take this comprehensive courser that will help you take your finance career to the next level.
Thanks,
Chris Haroun and Luka Anicin
Your Instructor
Chris Haroun is the CEO and Founder of the 300+ hour online Haroun MBA Degree Program®. He has sold more than 2,000,000 of his online business & self improvement courses in 12 languages in 196 countries and his courses have been profiled in Business Insider, NBC, Inc, Forbes, CNN, Entrepreneur & on other business news websites. Chris is the author of the #1 best selling online business course called "An Entire MBA in 1 Course®” & many other courses.
He’s the author of the book "101 Crucial Lessons They Don't Teach You in Business School®," which Business Insider wrote is "the most popular book of 2016." Forbes called this book "1 of 6 books that all entrepreneurs must read right now."
He is the founder & CEO of Haroun Education Ventures®, an award winning business school professor, MBA graduate from Columbia University & former Goldman Sachs employee. He has raised/managed over $1bn in his career.
He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO.
He is a frequent guest lecturer at several Bay Area MBA schools including Berkeley & Stanford. He also has an undergraduate degree with a major in Management Information Systems & International Business from McGill University where he is a McGill University Dobson Fellow (awarded for his work mentoring students with start up business models).
He has founded several companies & served on the boards of several Bay Area companies & charities, including The LEMO Foundation & Providing Opportunities for Women. His #1 charitable focus is currently building schools in Rwanda and other countries, as well as continuing to provide many scholarships to students all over the world.
He is passionate about education as he believes that all problems can be solved via education. Chris lives in Hillsborough, California with his wife Christine and his 3 sons Andrew, Matthew and Dylan.
Course Curriculum
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StartIntroduction to Investment Research Using AI (Research Document Instructions) (22:29)
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StartIntroduction to Investment Research Using AI (Excel Document Instructions) (3:21)
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StartStart of Quantitative Analysis and Total Addressable Market (TAM) Analysis (5:49)
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StartMarket Growth Analysis Using ChatGPT Bard and Bing Chat (5:47)
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StartMarket Share Analysis Using ChatGPT (3:44)
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StartGeographic Exposure Analysis Using ChatGPT and Bard. (4:48)
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StartVertical Exposure Analysis Using ChatGPT (3:16)
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StartProducts and Services Analysis Using ChatGPT (3:49)
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StartForeign Exchange Exposure Analysis Using ChatGPT Bard and Bing Chat (5:42)
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StartAverage Selling Price (ASP) and Volume Analysis Using ChatGPT (3:00)
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StartCost of Production Analysis Using ChatGPT (2:25)
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StartInventory Analysis Using ChatGPT (2:25)
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StartLifetime Value of a Customer Analysis Using ChatGPT (5:44)
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StartCost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard (2:27)
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StartCustomer Concentration Analysis Using ChatGPT (2:33)
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StartShareholder Concentration Analysis Using ChatGPT (9:18)
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StartNumber of Employees Locations Analysis Using ChatGPT Bard and Bing Chat (2:42)
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StartInsider Transactions Analyssis Using ChatGPT (4:00)
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StartGlobal GDP Impact on Revenue Analysis Using ChatGPT (2:23)
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StartMAU and DAU Analysis Using ChatGPT Bard and Bing Chat (2:43)
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StartSocial Media Subscriber Analysis Using ChatGPT Bard and Bing (3:36)
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StartOptional Quiz for Section 2
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StartIntroduction to Financial Analysis Using ChatGPT (1:25)
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StartStock Details Analysis Using ChatGPT Google Bard and Microsoft Bing Chat (7:29)
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StartGuidance Analysis Using ChatGPT Bard and Bing Chat (Please Double Check AIs Results) (6:50)
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StartRevenue and EPS Expectations Analysis Using ChatGPT Bard and Bing Chat (10:30)
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StartHistorical Revenue Growth Analysis Using ChatGPT (7:01)
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StartCompetitions Revenue Growth Analysis Using ChatGPT (3:52)
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StartHistorical EPS Growth Analysis Using ChatGPT (3:19)
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StartCompetitions Historical EPS Growth Analysis Using Google Bard (1:12)
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StartHistorical Gross Margin Analysis Using ChatGPT (4:23)
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StartCompetitions Historical Gross Margin Analysis Using ChatGPT (1:28)
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StartHistorical Operating Margin Analysis Using ChatGPT (3:42)
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StartCompetitions Historical Operating Margin Analysis Using ChatGPT (1:08)
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StartOptional Quiz for Section 3