Reading a Public Company — A Soft Intro to Annual Reports
An HS-U lab that teaches the three-signals method (growth, profitability, cash) plus one valuation metric (P/E) on a fictional but realistic mid-cap…
Sobre la simulación
A 90-minute, 4-round basic Express simulation on investing from the first paycheck, for high-school personal-finance courses, finance and business Career and Technical Education, FBLA and DECA chapters and youth financial-education programs.
Yesenia Tolentino, 17, a fictional high-school junior in Fresno, California, invests $3,000 of summer-job earnings and follows the money for ten years, July 2027 to June 2037, along one scripted, fictional market path: a rise, a hype peak, a crash and a recovery, scored in four thirty-month periods.
Round by round you choose the account and what it buys, the contribution habit and your answer to the hype, what to do at the bottom of the crash and how to meet a car repair, and who manages the money and how much of your first salary you invest.
Each period is scored on portfolio value, growth above the money put in, costs, diversification and investor discipline; a false birth date on a trading-app application (31 CFR 1023.220), or being paid to promote a coin without disclosure (Securities Act of 1933, section 17(b)), caps the score. English with Spanish.
Para quién es
Una simulación introductoria que no requiere conocimientos previos de la materia, pensada para asignaturas de grado. También funciona en formación profesional, bachillerato y sesiones de onboarding.
Cómo funciona una sesión
- El docente crea una sesión desde el panel de Eureka e invita a los participantes.
- Los participantes juegan 4 rondas. En cada una envían sus decisiones y la simulación calcula los resultados. La primera ronda arranca con: Thursday 1 July 2027: the account and the first fund.
- La simulación se puede jugar en: English, Español.
- El docente sigue el progreso y los resultados de cada participante desde el panel, y usa los resultados de la clase para el debriefing.