Unit 5: Investment
PRESENTED BY: HOANG PHAN NGUYEN
OBJECTIVES
Vocabulary - Terminology in Finance
Reading
Career Skills - Prioritising
Writing a Memo
VOCABULARY
RETURN ON INVESTMENT
VENTURE CAPITALIST
BUSINESS ANGEL
ENTERPRENEUR ADVICE
INVESTMENT PORTFOLIO
RETURN ON INVESTMENT
Return on investment (ROI) is a performance measure used to evaluate the
efficiency or profitability of an investment or compare the efficiency of a number
of different investments.
venture capitalist
A venture capitalist (VC) is a private equity investor that provides capital to
companies with high growth potential in exchange for an equity stake.
Business angel
Investor angels, or business angels, are people who invest their money in the
initial phase of startups, in exchange for a participation in capital. They also
usually carry out the role of a mentor and offer their consent and experience to
entrepreneurs.
Investment portfolio
A portfolio investment is ownership of a stock, bond, or other financial asset with
the expectation that it will earn a return or grow in value over time, or both
Behavioral finance
Behavioral finance is the study of the effects of psychology on investors and
financial markets. It focuses on explaining why investors often appear to lack self-
control, act against their own best interest, and make decisions based on personal
biases instead of facts
Famous Investors
Benjamin Graham
John Templeton
John Neff
Jesse Livermore
Peter Lynch
George Soros
DISCUSSION QUESTIONS
1. What should a business person be in order to be a successful investor?
2. What is an average investor?
3. If you were making investments, which of the famous investors would you be
most like?
What kind of risk-taker are you?
a bond issued by an organization or a government, which is guranteed and will
pay you an interest of 2 per cent per year
a junk bond ( high - risk bond ) that could earn you 20 percent per year, but there
is a high risk of not earning any interest at all.
blue - chip shares which will almost certainly pay a minimum of 4 percent even in
poor economic conditions
high - tech company shares with high-risk but high - return potential of 10 percent
per year
a new business venture offering a position on the board and 5 per cent share of
potential profits; impossible to forecast possible returns
WRITING A MEMO
Writing a business memo
Business memos usually begin with a header section that lists recipients and
other details in the following format:
To: Include each recipient’s name and job title (for example, Miranda Lawson,
Director of Marketing). If you're addressing a designated group, however, simply
state the name of the group (for example, Accounting Department).
From: Include your name and title.
Date: Write out the complete date (for example, June 30, 2017).
Subject: Make the subject brief and descriptive.
SITUATION - PRIORITISING
Some cultures are money driven and it is perfectly acceptable for businesses and
people to measure their assets in terms of how rich they are
In other cultures, priorities are different and businesses can be judged on such
things as the quality of their products and the conditions they provide for their
employees. What is common in your country? Why? How might this affect
misunderstanding in multicultural teams?
https://edu.gcfglobal.org/en/business-communication/how-to-write-a-clear-
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https://slideplayer.com/slide/6666378/
