
Explore value investing by filtering stocks using debt-based criteria to reduce risk, study two popular strategies—the cigarette butt and best value investing—and learn financial statements.
Master financial analysis to assess a company's ability to earn returns on invested capital and grow profits, using balance sheets, income statements, cash flows, and notes.
Learn how a balance sheet reflects a company’s assets, liabilities, and owners equity, and how current assets and current liabilities are classified with examples like cash, receivables, inventories, and payables.
Explore non-current assets and liabilities on the balance sheet, including property, plant and equipment with depreciation, investment property, intangibles, goodwill, and long-term liabilities such as deferred tax.
Understand how the income statement reports revenue, other income, and expenses to derive net income, the bottom line, and highlight consolidation, minority interest, and earnings per share.
Analyze financial notes and supplementary schedules to uncover accounting policies, revenue recognition, related party transactions, and off-balance sheet items for assessing the quality of financial statements.
Apply vertical common sense analysis to the balance sheet by dividing each line item by total assets to assess liquidity, solvency, and cross-sectional comparisons.
Explore activity ratios, also known as utilization and operating efficiency ratios, to evaluate asset management and liquidity, including turnover calculations from cost of goods sold and average inventory.
Learn to assess growth sustainability using the sustainable growth rate, derived from return on equity and retention after dividends, and evaluate debt versus depreciation in funding growth.
Explore the margin of safety concept by Benjamin Graham, using earnings yield and the sustainable growth rate to cushion investments against risk and avoid overpayment.
Explore how cost advantages—through cheaper processes, strategic location, and unique assets—form durable moats, with examples from Dell's direct selling, low-cost airlines, and resource deposits.
Explore cost advantages from large-scale operations and fixed costs, and identify moats through distribution networks, bulk buying, and niche markets, with real-world examples from Coca-Cola, supermarkets, and airports.
Apply a Benjamin Graham style stock selection framework with moat and profitability checks, including revenue over 500 million, current ratio above 2, steady earnings, strong growth, and margin of safety.
Identify key accounting red flags—declining cash flows, one-time charges, serial acquisitions, CFO/auditor turnover, sales and receivables gaps, doubtful accounts, and capitalization versus expensing—to evaluate value investments.
Latest News: Indian Insight Founder & Instructor of this course, Yash Utmani was ranked 8th in Position Trading & 12th in Day Trading in Equities Segment in the last concluded edition of Pro Advisory Championship Competition, India 2016.
Now see what the students are saying about this investing course:
"The course exceeded my expectations; it offers a global, complete and professional vision of value investing strategies for the stock market.
It is a great job and highly recommended."
"This course provides an extremely detailed account of value investing strategies and great explanation of all aspects of financial statements as well. I really enjoyed this course as it exceeded my expectations."
"getting to learn what is truly value investing. always had this notion of forever holding and realized thats not the case for value investing "
Value investing is about investing in quality stocks that are trading substantially below their potential. The idea is to identify quality businesses when they provide sufficient margin of safety and investing in them for the long term.
Within value investing there are two broad strategies which are used by famous value investors like Benjamin Graham, Warren Buffett and Charlie Munger for wealth creation. My goal is to cover these investing strategies and deliver a comprehensive investing framework that you may use to identify value stocks. If you are someone who would like to understand the key concepts in value investing and achieve financial freedom then this course is perfect for you.
You don’t need to worry if you don’t know anything about accounting or financial statements or investing for that matter. Because in this course I am going to start by teaching you financial statement analysis, so that you get the basic understanding around financial statements. This is very important for your success in value investing. So in the first three sections we cover:
1. Understanding Financial Statements (including Balance sheet, Income Statement & Cash Flow Statement) for Investing
2. Common Size Analysis of Financial Statements to enhance understanding of the business for investing
3. Financial Ratio Analysis (including activity ratios, liquidity ratios, solvency ratios and valuation ratios) to dig deep before investing in any business
The next three sections are completely dedicated to value investing & investing strategies where we look at:
1. Benjamin Graham's value investing strategy
2. Moat based Value Investing
3. A complete investing framework to evaluate stocks for investing
We will also cover related topics that are as important for your investing. These topics include:
1. How to figure out if a company will be able to sustain its growth or not?
2. Concept of Margin of Safety in Value Investing
3. Additional criterion for the value investing framework to evaluate management of any company
4. Additional criterion related to accounting red flags for detecting possible accounting frauds before investing.
At the end of this course you will have a complete value investing framework to evaluate any business for long term investing. Too many value investing courses cover only how to invest, but do not tell you when to exit. However in investing knowing when to exit is as important as knowing which stock to invest in. Hence this course will also guide you on when to exit your investment in a stock.
So if you would like to start your journey in the value investing world or take it further, this course will be a complete package for you.