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This course is about adopting a systematic, rational and analytical process of investing in stocks and generate decent returns. It is taught with the help of practical tips, illustrations, checklists, action points and test questions. Financial jargons and the entire investing process is explained in very simple terms and the course prepares you for your practical journey into the stock market.
It is a 4+ hour course divided into various modules. Towards the end of the course you will be equipped with all the tools and knowledge that will enable you to begin your journey into the stock market.
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Certificate of completion.
|Section 1: Understand what is value investing|
What is Value Investing ?Preview
Understand the principles of Value InvestingPreview
How does the stock market function ?
Difference between Technical Trading and Value Investing
What is the rate of return which you can expect.
Understanding the principles of value investing
|Section 2: Stock Selection Process|
Step 1: Stock Classification : why do we need it and how is it useful
The first three types of stocks : Slow growers, medium growers and high growers
The next 3 types of stocks: Cyclicals, Turnarounds and Asset plays
Understanding growth pattern of a company
Step 2 : Knowing, defining and understanding your circle of competence
Step 3 : Prepare a Checklist
Getting more kowledge about the sector
Narrowing down further
Stock Selection Process
|Section 3: Analyzing Financial Statements|
What are Financial Statements and what do they comprise of ?
Understanding Balance Sheet
Balance Sheet : Assets
Balance Sheet : Liabilities
Balance Sheet : Shareholder's Equity
Understanding the Income Statement
Income Statement : Revenue
Income Statement : Expenses
Some important accounting concepts
Understanding Cash Flow Statement
Importance of Notes to Accounts
Understanding Financial Statements
|Section 4: Ratio Analysis|
What are ratios and why do we need to study them?
3 golden rules for studying ratios
Understanding different types of ratios
Growth Ratio : Revenue Growth Ratio
Growth Ratio : EPS
Profitability Ratio : Gross Margin Ratio
Profitability Ratio : Operating Margin Ratio
Profitability Ratio : Net Margin Ratio
Financial Health Ratio : Current Ratio
Financial Health Ratio : Debt Equity Ratio
Dividend Yield Ratio
Quiz on ratio analysis
|Section 5: Analysis of non financial factors|
Why is analysis of non financial factors important?
How will we study non financial factors?
Understanding non financial fators : Management Quality
Understanding non financial factors : MOATPreview
Understanding non financial factors : Internal holding
Quiz on analysis of non financial factors
|Section 6: Company Valuation|
What is company valuation?
Company valuation : PE method
Company Valuation : PEG method
Company Valuation : Price/ Book method
Company Valuation : DCF method
|Section 7: Putting it all together|
Putting it all together
Quick summary of the steps taken so far
How to analyze stocks using stock screeners
How to analye stocks without the help of stock screeners
Analyzing high growth companies for investment
Valuation of high growth companies
Analyzing medium growth companies for investment
Valuation of medium growth companies
|Section 8: Post Investment Analysis|
Points to remember after the investment is made
Evaluation of the specific action items
Quiz on post investment analysis
|Section 9: Portfolio Diversification|
What is portfolio diversification?
Why is portfolio diversification necessary?
What are the types of risk undertaken as a equity / value investor?
How to diversify these types of risks?
Quiz on stock investing risk
Key principle for successPreview
Bonus material, tips and additional resources
Hi...this is Shilpa. I am a financial analyst and have advised many corporates on the topics of financial and project data analysis, business valuation, company valuations and project finance. I am also a international tax advisor. I have my own consultancy where I advice clients on cross border taxation and tax/financial planning.
I am a Chartered Accountant(India) and have a Masters in Finance. I have passed the CPA exam. I have over 10 years of experience in the finance domain.
Besides my professional qualification, I am a avid reader. I love to read on various topics, Warren Buffet being one of my favorites in the field of finance. I love to read and implement the teachings of those people who have adopted a simplistic approach in their solutions...be it in personal life or professional life. This is one of the primary factors which attracted me towards teaching. I love to teach in a way that is easy to understand, practice and implement.