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Introduction to Value Growth Investing
Rating: 4.2 out of 5(287 ratings)
8,138 students

Introduction to Value Growth Investing

A step-by-step hands-on system for investing in the stock market by finding growth stocks that are good value.
Created byBill Wheeldin
Last updated 9/2019
English

What you'll learn

  • Determine whether stock market investing is for you
  • Take the next steps on the road to securing your financial future through investing
  • Screen for stocks online using a variety of financial criteria
  • Download financial statements and import them into a spreadsheet

Course content

1 section10 lectures1h 9m total length
  • Introduction6:54

    This introduction gives an overview of the vehicles that money can be invested in and of the 'value growth investing' approach. 

    It outlines the system used to generate good returns from the stock market based on the teachings of Warren Buffett.

  • The 7 Pillars of Stock Market Investing5:05

    The 7 pillars of stock market investing are introduced and cover all the areas needed for a solid platform on which to build an investing education.

    From the 'Psychology' pillar that ensures you have the right mindset for investing, to the 'Investing Strategy' pillar, which ties all the other pillars together, you will learn the framework needed for your early years as an investor.

  • Administration and Housekeeping5:39

    Administration is often thought of as boring and unnecessary but this lesson highlights the importance of keeping good records and backups as well as touching on finding time to invest and decluttering your mind and workspace.

    The 'Investing Index' mind map is also introduced, which helps to organise an investor's educational materials and resources.

  • Introduction to Investing6:47

    This brief introduction to investing in general covers the basics regarding what is investing, where you can put your money so that it grows over time and whether you should be investing your money yourself or handing it over to a fund manager to invest for you.

    The lesson also covers the barriers, benefits and pitfalls to investing in the stock market and the importance of having a plan that covers each of the 7 pillars of stock market investing.

  • Introduction to Value Growth Investing4:54

    This lesson introduces value growth investing, a method of investing in the stock market that looks for companies with growth potential and buys them when they are good value for money.

    Methods of looking at growth and value are discussed and the importance of not paying too much for future growth is stressed.

    The emotional barriers to investing are considered and an outline of the method used to screen for stocks and analyse financial information, to find value growth companies, is introduced.

  • Screening for Stocks Online13:23

    Now we come to the actual process of screening for stocks using free online tools, in this case Google Finance.

    Although the actual criteria used in my value growth investing method aren't revealed, I explain in a step-by-step screencast how to use Google's stock screener to narrow down your selection of companies to research further.

  • Screening for Stocks Using Unclestock.com9:35

    An alternative stock screener is Unclestock.com and in this lesson we use this to narrow down our selection of companies and import the results of the screen into a spreadsheet.

  • Company Analysis4:51

    In this screencast lesson we use Morningstar.com to download financial statements on the companies we screened in an earlier lesson.

    These statements can then be imported into a spreadsheet for further analysis, covered in a later lesson.

  • Financial Analysis10:38

    This lesson discusses the various methods you can use to perform financial analysis on a company and introduces a spreadsheet I designed to make analysis quick and simple.

  • Conclusion1:15

    This lesson summarises what has been covered in previous lessons and encourages you to take the next steps to secure your financial future.

  • Quick quiz

Requirements

  • No specific software is needed to follow along with the course
  • A Google docs account or spreadsheet application is needed to view downloaded financial data

Description

This course will introduce you to value growth investing, a method of investing that seeks out growth companies and identifies when they are good value for money. It is a relatively safe method of investing that builds on the guiding principles of Warren Buffett, the world’s most successful investor.

The course will also help you to decide whether investing is for you and is intended for beginner or intermediate investors, though some prior knowledge of the stock market would be helpful.

You will also be taken step-by-step through the process of screening for stocks online and downloading financial statements to import into a spreadsheet for further analysis.

It is not a course packed with investment theory since there are many good general investment courses around already. It is more practical and introduces a tried and tested system of investing that has returned 20-30% per year since 2001.

Course structure

The course takes you through a basic overview of investing in general and introduces you to the concepts of value growth investing using graphic intensive slideshows with voiceover.

You then get a walkthrough of the process of screening for stocks, downloading financial data and importing it into a spreadsheet, using recordings of the computer screen with voiceover (screencasts).

Why should I take this course?

Do you have questions such as:

  • Should I be investing in the stock market?
  • How can I organise my time and investing resources?
  • Is there a step-by-step method of investing I can follow?

If so then this introduction to value growth investing should help you to take the next steps to securing your financial future.

Who this course is for:

  • This course is for people who aren’t sure if investing is for them
  • It is also for beginning or intermediate investors who are looking for a step-by-step approach
  • A basic understanding of the concepts of investing would be helpful, though not essential
  • This course is not for people who want a ‘get rich quick’ scheme – building wealth takes time