Multiply your returns using "Value Investing"

A step wise approach to selecting high growth stocks using value investing and generate decent returns.
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1,833 students enrolled
Instructed by Shilpa Khire Business / Finance
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  • Lectures 63
  • Length 5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 7/2015 English

Course Description

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.

What are the requirements?

  • No prior knowledge is necessary but some basic understanding of financial concepts and some investment experience will be helpful.

What am I going to get from this course?

  • Select the right value stocks for investment by adopting a step wise and systematic approach.
  • Learn the tools and techniques such as Ratio Analysis, Financial Statement Analysis and Valuation and apply them to identify the right stocks for investing.
  • Track and Monitor their investments and make the right adjustments to maximize their portfolio return.

What is the target audience?

  • This course is for investors who want to identify and invest in bargain stocks by learning a disciplined and a practical approach.
  • This course is for investors who want to identify and invest in bargain stocks by learning a disciplined and a practical approach.
  • However, this course is NOT meant for investors looking for quick short-term return using technical trading or tips.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Understand what is value investing
Course Outline
Preview
03:32
What is Value Investing ?
Preview
04:19
Understand the principles of Value Investing
Preview
03:46
How does the stock market function ?
04:51
Difference between Technical Trading and Value Investing
03:09
What is the rate of return which you can expect.
03:09
Understanding the principles of value investing
3 questions
Section 2: Stock Selection Process
Step 1: Stock Classification : why do we need it and how is it useful
02:07
The first three types of stocks : Slow growers, medium growers and high growers
04:35
The next 3 types of stocks: Cyclicals, Turnarounds and Asset plays
04:15
Understanding growth pattern of a company
03:22
Step 2 : Knowing, defining and understanding your circle of competence
04:17
Step 3 : Prepare a Checklist
07:15
Getting more kowledge about the sector
03:36
Narrowing down further
03:06
Stock Selection Process
3 questions
Section 3: Analyzing Financial Statements
What are Financial Statements and what do they comprise of ?
02:44
Understanding Balance Sheet
06:20
Balance Sheet : Assets
03:17
Balance Sheet : Liabilities
01:36
Balance Sheet : Shareholder's Equity
05:06
Understanding the Income Statement
02:40
Income Statement : Revenue
04:34
Income Statement : Expenses
03:53
Some important accounting concepts
06:09
Understanding Cash Flow Statement
03:18
Importance of Notes to Accounts
03:05
Understanding Financial Statements
2 questions
Section 4: Ratio Analysis
What are ratios and why do we need to study them?
01:19
3 golden rules for studying ratios
03:13
Understanding different types of ratios
02:34
Growth Ratio : Revenue Growth Ratio
07:37
Growth Ratio : EPS
07:00
Profitability Ratio : Gross Margin Ratio
05:26
Profitability Ratio : Operating Margin Ratio
06:54
Profitability Ratio : Net Margin Ratio
03:28
Financial Health Ratio : Current Ratio
05:25
Financial Health Ratio : Debt Equity Ratio
03:26
Dividend Yield Ratio
03:30
Summary
03:27
Quiz on ratio analysis
2 questions
Section 5: Analysis of non financial factors
Why is analysis of non financial factors important?
02:16
How will we study non financial factors?
00:57
Understanding non financial fators : Management Quality
04:05
Understanding non financial factors : MOAT
Preview
04:54
Understanding non financial factors : Internal holding
01:38
Quiz on analysis of non financial factors
1 question
Section 6: Company Valuation
What is company valuation?
03:42
Company valuation : PE method
02:56
Company Valuation : PEG method
07:16
Company Valuation : Price/ Book method
04:16
Company Valuation : DCF method
04:53
Section 7: Putting it all together
Putting it all together
02:50
Quick summary of the steps taken so far
02:51
How to analyze stocks using stock screeners
09:46
How to analye stocks without the help of stock screeners
02:59
Analyzing high growth companies for investment
08:26
Valuation of high growth companies
04:17
Analyzing medium growth companies for investment
04:16
Valuation of medium growth companies
02:47
Section 8: Post Investment Analysis
Points to remember after the investment is made
02:20
Evaluation of the specific action items
06:15
Quiz on post investment analysis
1 question
Section 9: Portfolio Diversification
What is portfolio diversification?
02:19
Why is portfolio diversification necessary?
02:47
What are the types of risk undertaken as a equity / value investor?
04:03
How to diversify these types of risks?
05:28
Quiz on stock investing risk
1 question
Key principle for success
Preview
04:51
Bonus material, tips and additional resources
05:15

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Instructor Biography

Shilpa Khire, Financial Analyst

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.

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