I have decided to record all my classes for the entire semester using Mediasite and not require in-person attendance. The recordings will be auto-posted to Brightspace. I dislike recordings intensely because they constrain what I say and ruin the classroom interaction, but I have to balance that against Covid infections.

Please contact NYU IT (askit@nyu.edu, 212-998-3333) or NYU Stern IT (helpdesk@stern.nyu.edu, 212-998-0180) for all ZOOM/email/NYU Brightspace/Admin/CapitalIQ issues. Please do not copy/contact me regarding such issues. If NYU/Stern support cannot help you, please contact Student Affairs/Dean's office. All emails are sent to the email address in the NYU Brightspace roster. NYU Brightspace lists @nyu.edu email for some of you and @stern.nyu.edu email for others. This mess is beyond my control. Please contact NYU/Stern support to learn how to read/forward/check spam for @nyu.edu and @stern.nyu.edu accounts. Their instructions are rather poor. Students do not realize that they are logged in as a Stern student and think they are checking their NYU email when they are still checking NYU Stern's email. Please use a new browser to ensure that you check NYU's email. Do not write to Almaris or me if you are not getting Almaris emails sent to the NYU email address because this issue is between NYU and you.

Overview

Will be offered in spring 2022: 1.5 credits

MBA ACCT-GB-3153 specializations:

Undergrad ACCT-UB-53 concentration: Accounting

We analyze renewable energy and electric vehicles industries from the perspective of entrepreneurs, managers, and investors by examining the following: (1) Financial statements of renewable energy companies and electric vehicles companies. (2) Their business drivers and trends. (3) Simplified financial models of renewable energy projects.

Takeaways

Prerequisites

Core course in Financial Accounting

Attendance, Help, and Office

Materials

Exams and Grading

There are no in-class quizzes, midterms, or final exams.

System Requirements

Assignments

Topics

Topic 1: Building simplified financial models of solar energy projects

Electricity pricing and modeling revenues

How does solar fit into the overall energy landscape

Utility-scale solar photovoltaic project

Commercial solar photovoltaic project

Topic 2: Analysis of solar hardware manufacturers, solar EPC, and solar utility companies

Overview

In-depth financial statement analysis

Topic 3: Analysis of distributed solar companies

Overview

In-depth financial statement analysis

Topic 4: Building simplified financial models of wind energy projects

How does wind fit into the overall energy landscape

Onshore wind energy projects

Offshore wind energy projects

Topic 5: Analyzing wind turbine makers, wind EPC, and wind utility companies

Overview

In-depth financial statement analysis

Topic 6: Analysis of electric vehicle companies

Building a financial model from the perspective of an electric vehicle owner

Industry dynamics

In-depth financial statement analysis