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Investment Role Play

Everyone will take two roles for this activity. One is as an entrepenuer, the other is as an investor.

Class Objectives -  

1. Develop a knowledge of the tasks and resources needed to develop a business, whether it is a product or a service
2. Learn how to present an IPO
3. Develop a stock portfolio
4. Invest!
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Vocabulary

1. Stocks
2. Bonds
3. Initial Public Offering (IPO)
4. New York Stock Exchange
5. Dow Jones
6. NASDAQ
7. Standard and Poors
8. Selling short
9. Buying and selling on margin
10. Option trading
Training Video

Procedure for the Entrepenuer

1. Design a product
2. Develop a plan for production
    a. Factory?
    b. Personnel
    c. Marketing (?)
    d. Initial sales
    e. Shipping
3. Costs for personnel before income
4. Develop a short presentation for investors

Procedure for the Investor

1.  Listen to the entrepenuer
2. You have $500,000 to invest
3. Develop a portfolio
4. Make a chart with your company and value
5. Make a chart of your investments


3 Days on the Market

1. How much are you worth each day?
2. How much are you worth at the end?

Assessment
1. List your costs
2. List your investments
3. Add up your final worth
4. Short essay -
      a. How much are you worth at the end?
      b. Would you consider either development or investment as a future source of income?
      c. What did you learn about investment and establishing a company?


IPO's
Second Frame
1. Woman and Child Shelters - Hanna and Abby P.: Donations and contributions   $3 mil. startups    DAY 2 $10,000,000
2. Brad Ledding - Brianna L. and Maddy R.: $5 mil. startup. 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share.   DAY 2  1 X 2 = $2 a share
3. Sierra Cells - Sierra: Bulk sales of 8 KwH units. $6 mil. startup. 12 mil. shares offered, 6 mil. held by owners. Initial stock value $1 a share     DAY 2 1 X 6 = $6 a share
4. Massag Tech - Victoria and Nyjah: Massage shoes and insoles. $1 mil. startup. 2 mil. shares offered, 1 mil. held by owners. Intial stock value $1 a share DAY 1 x 4 = $4 a share
5. Roller Restaurant - Waverly: Go to several stops for your meal. Solar power 
$5 mil. startup. 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share.   DAY 2 no change
6. Better Bottle Opener - Sydney: Opens bottles automatically $1 mil. startup. 2 mil. shares offered, 1 mil. held by owners. Initial stock value $1 a share.  DAY 2 1 X 5 = $5 a share
7. Safe Home - Gabby: Service to check home
$1 mil. startup. 2 mil. shares offered, 1 mil. held by owners. Initial stock value $1 a share.    DAY 2  no change

 Third Frame

5. Calico Services - Cyan, Cancel out services: $1.03 mil. startup. 2.06 mil. shares offered, 1.03 mil. held by owners  DAY 1 x 2 = $2 a share
6. Tasha's Tacos - Tasha chain of taco shops with vegan option "very stylish" $5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share DAY 1 x $8 Day 2 $9 a share
7. Jael Quick Twist - Autmatic braider. $5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share  DAY 1 $6 a share DAY 2 $7 a share
8. It's in the Cup - Domo, everything in a cup. Food handling system needed.
$5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share  DAY 2 $2 a share

Fourth Frame

9. WTN Scanner - Shannon and JonahTransfers documents in one step $5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share   DAY 2 $5 a share
10. Skoolhack - Caitlyn: glasses that look like you are awake and include invisible ear buds.
$8.5 mil. startup, 17 mil. shares offered, 8.5 mil. held by owners. Initial stock value $1 a share DAY ONE $1 x $9 = $9 a share
11. Washaway - Briea  Hair weave product $6 mil. startup, 12 mil. shares offered, 6 mil. held by owners. Initial stock value $1 a share  DAY 2 $4 a share
12. Sign Thief - Alexis, sign for parents, targeted at WalMart etc. $5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share DAY 1 1 x 3 $3 a share. DAY 2 .10 a share
13. Smoothylicious - Britney, smoothie type treat.  
$5 mil. startup, 10 mil. shares offered, 5 mil. held by owners. Initial stock value $1 a share DAY 1 1 x 2 $2 a share
14. Coat Valet - Stacey, mall locker and relaxation station. Income generated from advertising and services in mall store.
$2 mil. startup, 4 mil. shares offered, 2 mil. held by owners. Initial stock value $1 a share
15. Acrylic Nails - Mikayla, replace nails $2 mil. startup 4 mil. shares offered, 2 mil. held by owners  DAY 2 - $2 a share
16. Nannybot - Awandeh,  $1000 robot  
$10 mil. startup, 20 mil. shares offered, 10 mil. held by owners. Initial stock value $1 a share   DAY 2 $3 a share

Afternoon Diagonal Frame

17. Chernobyl Slick - Jessica and Bella, glowing hairspray. $3.5 mil. startup, 7 mil. shares offered, 3.5 mil. held by owners. Initial stock value $1 a share DAY 1 1 x 3, $3 a share
18. PermaContact - Shamerra. $2.5 mil. startup, 5 mil. shares offered, 2.5 mil. held by owners. Initial stock value $1 a share  DAY 1 1 x 4, $4 a share  DAY 2 $5 a share
19. Metalert - Ryann,  $15 mil startup 30 mil. shares offered 15 mil. held by owner   DAY 1 1 x 9, $9 a share
20. Bath bombs - Jenna, $3 mln startup 6 mil shares offered 3  mil. held by owner     DAY 1  1 x 9,  $9 a share 
21. Buzz Unbreakable headphones - Brianna ear buds and headphones  $6 mln startup 12 mil shares offered 6  mil. held by owner  DAY 1 1 x 3, $3 a share   DAY 2 $4 a share
22.  Papaya + Slicer - Amber and Anaya  $19.99 and get 1 free!!!  
$6 mln startup 12 mil shares offered 6  mil. held by owner DAY 1 1 x 3, $3 a share


Last Updated 6/1/2017

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