First Watch the video as a general introduction of big investment themes
Then, pick one investment theme that appeals the most to you based on your interests, strengths and weaknesses, and watch/read relevant videos/papers/sections of documents from the following resources plus resources you find on your own:
Lastly, prepare to share your take-away in class and address questions (5’ sharing + 5’ Q&A). Also post one page of an outline of your ideas plus key points and numbers in support of these ideas in Canvas. Again, use your own independent judgment based on in-depth analyses and critical thinking, instead of just accepting what you hear or read.
If you have trouble looking for the right companies, you can use screeners to help you find companies setting criteria including industry, ROE, profit margin, PE, growth rate, and other financial ratios. Gurufocus has a value investing focused screener for subscribers and there are also free screeners at zacks.com, finviz.com, or just google stock screener.