Case study – Share a quote   #codeExercice#

   Practical information   

You can work on this case study during Period 1, from #dateDebCertificatPeriode1# to #dateFinCertificatPeriode1#.

You may revise and improve your work at any time until the end of the period.

   Objective of the case study   

The purpose of this case study is to encourage you to reflect critically on a quote, proverb, or adage related to finance, economics, or business.

This exercise will strengthen your conceptual analysis, structured writing, and engagement within the certificate’s learning community.

   Work to do   

Choose a quote related to finance, economics, or business that you appreciate and would like to share with other participants.

Start to find an attractive title capturing the theme of your case study.

You must then produce a structured case including the following sections:

• Quote
  The selected quote, accompanied by a few lines about the author or the historical and contextual background.


• Analysis of the quote
  A personal commentary on the quote, integrating relevant ideas from finance, economics, or business.


• My choice
  A short explanation describing why you selected this quote.


• Related economic, financial, or business concepts
  Three concepts related to the quote.


• References
  Academic references (articles or books) or SimTrade blog posts related to the quote or to the concepts discussed.


• Going further
  A final section designed to stimulate interaction by inviting participants to ask questions, share experiences, or proposing a conceptual extension.

   Example   

To give you an idea of the work to be done, you can have a look at the case study written by Prof. Longin as an example:

   Additional guidance for choosing your quote   

While many well-known quotes in finance originate from prominent investors such as Warren Buffett, you are strongly encouraged to go beyond these classic references.

A relevant and insightful quote can also come from other domains such as philosophy, literature, history, or even contemporary societal debates. I will personally value the originality in your choice, provided that you are able to establish a clear and rigorous connection with economic, financial, or business concepts.

To stimulate your thinking, you may reflect on quotes addressing themes such as uncertainty, risk, time, human behavior, decision-making, or innovation. These dimensions are central to finance and often benefit from interdisciplinary perspectives.

Below is a list of well-known quotes provided for inspiration only (these quotes should not be selected for your case study). The links direct you to SimTrade blog articles that offer an in-depth analysis of these quotes.

• “Price is what you pay, value is what you get.” – Warren Buffett


• “Remember that time is money.” – Benjamin Franklin


• “The stock market is filled with individuals who know the price of everything, but the value of nothing.” – Philip Fisher


• “In investing, what is comfortable is rarely profitable.” – Robert Arnott


• “The stock market is designed to transfer money from the impatient to the patient.” – Warren Buffett


• “The big money is not in the buying and selling, but in the waiting.” – Charlie Munger


• “Time in the market beats timing in the market.” – Kenneth Fisher


• “Patience is bitter, but its fruit is sweet.” – Aristotle


• “Most people overestimate what they can do in a year and underestimate what they can do in ten.” – Bill Gates


• “The four most dangerous words in investing are, it’s different this time.” – John Templeton


• “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.” – George Soros


• “Don’t look for the needle in the haystack. Just buy the haystack.” – John Bogle

   Peer evaluation   

Beyond writing your own case, you must actively participate in peer evaluation by:

• Leaving constructive comments on other participants’ cases


• Giving “likes” to highlight cases they appreciate.

   Grading   

The grading for this case study takes into account the work to write your own case, your evaluation of other participants' cases, and the evaluation of your case by peers (peer review).

The details of the grading (on 400 points) are given below:

Your work (300 points):

• 200 points when publishing your case on the application


• 20 points per comment written on other cases (up to 80 points)


• 5 points per like given to other cases (up to 20 points).

Peer feedback (100 points):

• 20 points per comment received from peers (up to 80 points)


• 5 points per like received from peers (up to 20 points).