Financial Management Due November 16 by 1130pn Read To Be Completed document first.All other items are just supporting documentation.(instructions/templates and/or samples included)

To Be Completed:

Professor: Al Sanders

Class: JWI531006 Financial Management 2

Assignment 1 Part A:

Lay of the Land and Competitive Lifecycle

Let's apply the lessons learned from the materials to your place of work. Drawing on the seven questions in the Lay of the Land section of the Value Creation Checklist, presented in the “Measuring the Moat” article, p. 53 or on p. 2 of the Financial Management Checklist, what is the Lay of the Land in the sector in which your company operates? Be specific about what your competitors are doing to capture market share and what product offerings they have that threaten your company’s moat.



Measuring Moat Strength Relative to Competitors​

Let's apply the lessons learned from the materials to your place of work. How secure is your company’s Moat? Comment specifically on one of the following five areas of analysis that you feel are most critical in defining the relative strength of your Moat: Porter’s Five Forces, Barriers to Entry, Rivalry, Disruption and Disintegration, and Brand. In addition, since Moat trends are always fluid, which direction is your Moat moving? Is it becoming wider or narrower?


Assessing the Relationship Between Growth and Value

Let's apply the lessons learned from the materials to your place of work. Our discussion for this week is focused on assessing the relationship between Value and Growth in your company. How does your company create Value that is different from your closest competitors? In other words, what elements give your company an edge? Think specifically about: production advantages, consumer advantages, geographical advantages, and governmental or other regulatory advantages. Given the characteristics of your market and your competitive strengths, is your company a Value or Growth investment? Explain.


Balanced Scorecard

Let's apply the lessons learned from the materials to your place of work. After reading the HBR article on the Balanced Scorecard, and based on what you know about your company and what investors would find important, determine and discuss two performance measures that should be tracked for each of the balanced scorecard areas of: finance, customer, internal, and innovation/learning.


Journal 1:

Identify a Wall Street Journal article that references a company being impacted by a significant change in the Corporate Life Cycle as described in the Credit Suisse article. Provide a brief synopsis of what is happening and make a prediction of the impact on the company in the next 2 months.

Due 10-27-2019

Journal 2:

Drawing on the Value and Growth Checklist and the topics we have covered over the last two weeks, find a Wall Street Journal article that references a company being impacted by Value or Growth conditions in the market and discuss. Pay particular attention to how that company's financial health and competitive strength is assessed through key financial ratios.

Due 10-27-2019


Assignment 1 Part B (project):


See attachment


Due November 1st


Assignment 2:


See attachment


Due November 9th