Value Investing Strategies
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What you'll learn
Describe and illustrate the components of total shareholder return (TSR) and their interrelationships.
Explain and apply a range of methods for assessing the intrinsic value of the equity or the whole business of a firm.
Explain value investment strategies based on identifying potentially under-valued firms.
Discuss the limits and challenges with value investing strategies and the hurdles that investors should be prepared for when implementing them.
Details to know
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There is 1 module in this course
This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM), and discounted cash flow (DCF). It also discusses and illustrates net assets valuation, market-to-book ratios (MBR), portfolio construction, and qualitative and behavioral success factors including client relationship management.
Content for the course is designed and delivered by a financial industry practitioner with an extensive practical understanding of the investment markets. Each course is rigorous, including two practice questions per lesson, and a final, graded assessment of 20 questions involving all lessons and sections. This program is designed for anyone interested in understanding how to apply value investing techniques to investment selection, including private investors, people already working within a financial institution in the front, middle, or back-office areas, or seeking entry to one of these roles.Basic understanding of investments, stocks and stock markets.
This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM) and discounted cash flow (DCF). It also discusses and illustrates net assets valuation, market to book ratios (MBR), portfolio construction and qualitative and behavioral success factors including client relationship management.
What's included
26 videos7 readings7 assignments
26 videos•Total 98 minutes
- Introduction to the course and the instructor•2 minutes
- Dividend yield •4 minutes
- Capital growth •5 minutes
- Total return •4 minutes
- Tax on income and gains •5 minutes
- Reported earnings •4 minutes
- Price to earnings (PE) ratios for equity •5 minutes
- Reported EBITA •5 minutes
- EBITA ratios for the whole business (equity plus debt) •4 minutes
- Forecast dividends •4 minutes
- Required return on equity: CAPM •5 minutes
- Risk destroys value •3 minutes
- Growth creates value •3 minutes
- Weighted average cost of capital (WACC) •5 minutes
- Present value analysis •5 minutes
- Annuities •4 minutes
- Perpetuities •3 minutes
- Book net worth •4 minutes
- Tangible net worth (TNW) •3 minutes
- Market to book ratios (MBR) •3 minutes
- Discount to book value •3 minutes
- Diversification •4 minutes
- Margin of safety •3 minutes
- Due diligence and experience •3 minutes
- Patience and contrarianism •4 minutes
- Conclusion and takeaways•1 minute
7 readings•Total 70 minutes
- Welcome to the course•10 minutes
- Additional resources •10 minutes
- Additional resources •10 minutes
- Additional resources •10 minutes
- Additional resources •10 minutes
- Additional resources •10 minutes
- Additional resources •10 minutes
7 assignments•Total 300 minutes
- Final assessment•120 minutes
- Components of total shareholder return (TSR) •30 minutes
- Profitability Value Drivers•30 minutes
- Dividend Valuation Model (DVM) For Equity•30 minutes
- Discounted cash flow (DCF) for whole business (equity plus debt)•30 minutes
- Net assets valuation for equity•30 minutes
- Portfolio construction and client relations•30 minutes
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