
The value investing principles; value vs. speculative investing; how the stock market behaves from a data science perspective.
How to select countries and industries to invest by their growth potential.
How to select countries and industries to invest by their market speculation.
How to select countries and industries to invest by dividends.
The benefits and risks of investing in individual stocks, the three explosive stocks.
This video identifies three cases of a stock: factual, speculative and hybrid, and lays out a framework to estimate the intrinsic value for each case.
How to use the price regression model to estimate the intrinsic value? Why does the price regression model outperform the P/E ratio?
This video lays out a step-by-step action plan for individual stock analysis.
Individual stock analysis for Amazon, Walmart and Costco.
Individual stock analysis for Tesla, Toyota and BYD.
Individual stock analysis for Intel, Nvidia and Broadcom.
Identify dividend stocks with constantly high yield and stable or growing stock price.
Wraps up the key takeaways from this course.
Learn how to apply data science to value investing.
Investing is gambling against the market in some sense. To take money from the market, you need to have the counter market sentiment, famously summarized by Warren Buffett’s maxim: "Be fearful when others are greedy and greedy only when others are fearful". Leveraging data science, you’ll learn some practical and operational techniques of Warren Buffett value investing, including
The value investing principles and the three explosive stocks.
How the stock market behaves from a data science perspective.
The onion theory and how to use the price regression model to classify stocks by their random noises.
Estimating the intrinsic value of a stock by fundamental analysis, comparative valuation and range analysis.
How to select countries and industries to invest?
How to select dividend stocks?
Teaching methods
You will learn these techniques through case studies on diverse industries and companies so you know how to handle different situations. Source data and templates are provided, so you can easily replicate the analysis to industries and companies of your interest.
About the instructor
The course is developed and taught by an award-winning instructor, Dr. Yao Zhao, who is the Rutgers Business School Dean’s Research Professor, and has won numerous awards including National Science Foundation Career Award, Dean’s Meritorious Teaching Award, and 1st prize INFORMS Case and Teaching Materials Competition. He has taught hundreds of thousands of students world-wide, online and offline; undergrad, graduate, and executive.
Who is this course for?
The course is designed for the following audiences:
Personal investors who prefer infrequent trading and long-term investment.
Value investors who try to profit from long-term financial performance rather than short-term price fluctuations.
Course requirement
No prior experience, no coding or technical skills are required:
If you are a beginner, you can build up your learnings step-by-step starting from the basics.
If you are an expert or interested in specific industries or stocks, take a look at the course outline and jump into modules that suit your needs.