The standard 30-lesson route teaches students how to invest through short company puzzles, one key idea at a time, one evidence task, and one justified next action.
Each 40-minute lesson has a company puzzle, one key idea, one short evidence task and one practical investing action. Short one-class team tasks appear when useful; assessment checks stay small and contained.
Students first learn what the course is about through concrete company puzzles. The lesson cards use a simple structure: hook, key idea, try it, decide. Detailed retrieval, worksheet and generator notes stay available, but they no longer dominate the student view.
Students use Tencent's share-price graph as a hook, then define investment analysis, asset, share, possible return, risk and share price before doing formal calculations later.
Investment-analysis purpose, shares, share prices, exchanges, quote pages, source discipline and the first price-movement chain.
Revenue first, then direct costs, gross margin, operating margin, cash flow and fair comparison.
Capital gains, dividends, market value, EPS, P/E, valuation risk and the basic risk-return trade-off.
Company, sector, regulation, currency, ETF/index-fund and concentration risks.
Platform, manufacturing, financial, consumer-brand and global comparison cases.
Recovery, operating leverage, app monetisation, debt risk and final quality-price-risk judgement.
Every lesson should feel like one clear investigation. Students first meet a company puzzle, learn one useful idea, use it on evidence, then make a careful next-action judgement.
Students use this same workflow across the course. It turns company analysis into a repeatable investing process without relying on tips, live prices or guessing short-term market moves.
Use the company and question to see what each lesson investigates. Each lesson card starts with a student-friendly hook and a simple four-step flow. Open the detail panel only when you need retrieval, worksheet and generator information.
| Lesson | Lesson title | Terms defined | Handout material | Formative assessment | Exit ticket | Investment action | Sequence role | Retrieval base | New knowledge | Evidence and data work | Avoid overlap | Misconception to break | Student output | Future reuse |
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The complete 30-lesson map is machine-readable. Deck, handout, quiz, exam and handout-book generators should load the same lesson context before creating classroom materials.
The standard structured source is investment-analysis/course-map-data.js. It contains all 30 company-analysis lessons, units, checkpoints, retrieval-practice blocks, worksheet prompts, source-fit rules, handout blocks and assessment blueprints.
Use getLessonGeneratorContext(lessonNumber) from investment-analysis/generator-context.js to build a lesson from the guiding question, core claim, retrieval base, source pack and deck arc.
Use getLessonMaterialContext(lessonNumber, target) with deck, handout, quiz, exam or textbook so each material uses the same terms, retrieval practice, analyse-why question, worksheet prompt, misconception and evidence rules.
Run node scripts/export-investment-generator-context.js --lesson 2 --target deck --format md for the standard company-analysis Markdown brief, or use --syllabus company-analysis as an explicit alias. Omit --format md for JSON.
Exams are separate checkpoints after each five-lesson block. Each exam includes term recall, one calculation, evidence reading and one short judgement paragraph.
Investment-analysis purpose, company/share distinction, share prices, exchanges, quote pages, bid/ask basics and evidence logs.
Revenue, costs, gross margin, cash flow, trends and company comparison using dated evidence.
Capital gain, dividends, total return, market capitalisation, EPS, P/E and valuation judgement.
Company risk, sector risk, regulation risk, currency risk, ETF diversification and fund costs.
Platform, manufacturing, financial-company, consumer-brand and comparable-company judgement.
Recovery verdicts, operating-leverage chains, app monetisation, leverage risk and final quality-price-risk judgement.
These rules keep the lessons focused, fair and evidence-based as new decks, quizzes and data snapshots are added.
Each lesson starts with the company and analyst question, retrieves prior knowledge, adds a focused knowledge target, then builds toward Evidence and Data Analysis and one short written judgement.
Every data point should show the company, stock code or listing, source title, source URL, publication date, accessed date, key figures and what the evidence can and cannot prove.
Each lesson handout is the written lesson product. The textbook is the compiled sequence of those handouts with light front matter and unit dividers only.
English stays as the main teaching language, with Chinese support for key terms, objectives, difficult prompts and formula wording.
You practise definitions, yes/no checks, multiple-choice checks, matching or classification, quick calculations, evidence selection, analyse-why chains and short written judgements.
Use quick collaboration for scenario sorting, quote-page bid/ask labs, ETF vs single-stock comparisons and company-risk debates. Each task ends with an individual written check.
These are the formulas you accumulate across the course. Lesson slides should use the same wording unless a formula needs a simpler classroom version.