11-21-2024, 03:17 PM
Stock Market Investments: From Fundamentals To Valuation
Last updated 10/2024
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.00 GB | Duration: 4h 42m
Unlock the secrets of stock market investing by mastering fundamental analysis, financial modeling, valuation techniques
[b]What you'll learn[/b]
Fundamental Concepts of Stock Market Investment: Students will gain a solid understanding of the stock market, including how it operates.
Basics of Fundamental Analysis: Participants will learn how to conduct fundamental analysis, including its definition, key factors affecting stock prices.
Annual Report Review: Students will develop skills to effectively review and interpret annual reports, understanding key financial metrics and summaries.
Financial Modeling in Excel: Participants will acquire practical skills in building and analyzing financial statements in Excel.
Discounted Cash Flow (DCF) Valuation: Students will learn how to perform DCF valuation, including plotting historical financials, making financial projections.
Valuation Techniques: The course will cover various valuation techniques, including asset-based and income-based methods, along with key financial ratios.
Practical Applications: Through case studies and practical examples, students will learn how to apply their knowledge of segment reporting, financial metrics.
Research and Data Analysis: Participants will explore how to utilize data sources and research reports effectively, enabling them to make informed investment.
By the end of the course, students will be well-equipped to analyze stocks, build investment strategies, and make informed decisions in the stock market.
[b]Requirements[/b]
Basic Understanding of Finance: A foundational knowledge of finance concepts, including an understanding of financial statements and key financial ratios, will be beneficial.
Familiarity with Excel: Since the course includes building financial models and analyzing data in Excel, students should have a basic proficiency in using Microsoft Excel, including knowledge of formulas and functions.
[b]Description[/b]
In today's fast-paced financial landscape, understanding how to navigate the stock market is essential for anyone looking to grow their wealth. This comprehensive course is designed to equip you with the knowledge and skills needed to make informed investment decisions. From building an ideal portfolio to mastering financial analysis and valuation techniques, each section provides a deep dive into the critical components of stock market investment. Whether you are a beginner or looking to refine your investment strategies, this course will guide you through the essentials of stock market investing.Section 1: IntroductionThe course begins with an introduction to stock market investment, setting the foundation for your investment journey. You'll explore what constitutes an ideal portfolio and understand the basics of equities. This section ensures you grasp the fundamental concepts before diving deeper into more complex topics, laying the groundwork for effective investment strategies.Section 2: Basics of Fundamental AnalysisIn this section, you'll delve into fundamental analysis, a critical component of successful investing. You'll learn its definition and the various factors that influence stock prices. Real-world examples, such as a detailed case study on Salesforce, will help you understand how to apply these principles in practice. Additionally, you'll become familiar with common financial terms, enhancing your financial literacy.Section 3: Review of Annual ReportUnderstanding annual reports is crucial for evaluating a company's financial health. This section guides you through the process of reviewing an annual report, highlighting key components and summary financials. You'll learn how to extract valuable insights from these documents, enabling you to make informed investment decisions based on a company's performance.Section 4: Building Financials in ExcelPractical skills are essential for any investor. This section focuses on building financial statements in Excel, starting with the income statement. You'll engage in hands-on exercises to create and analyze financial statements, using Apple as a case study. By mastering these skills, you'll gain the ability to assess a company's financial performance effectively.Section 5: DCF Valuation - Apple Case StudyValuation is a pivotal aspect of investment decision-making. In this section, you'll learn about Discounted Cash Flow (DCF) valuation through a comprehensive case study on Apple. You'll explore plotting historical financials, making assumptions on future projections, and understanding terminal growth. The section culminates in a recommendation phase, where you'll learn various valuation methods, including asset-based and income-based valuations, as well as key ratios like Price Earnings (PE) and Price to Book (PB) ratios. Practical examples of relative valuation will further enhance your understanding, supported by insights into data sources and research reports.Section 6: SummaryThe course wraps up with a comprehensive summary that reinforces key concepts and takeaways. You'll also be introduced to the "Secret Sauce" of successful investing, providing you with insider tips and strategies to navigate the stock market confidently.Conclusion:By the end of this course, you will have a solid understanding of stock market investments, fundamental analysis, and valuation techniques. You'll be equipped with the tools to analyze financial statements, assess companies, and make informed investment decisions. Whether you aim to manage your investments or pursue a career in finance, this course will set you on the path to success in the stock market. Join us and take the first step towards becoming a savvy investor!
Overview
Section 1: Introduction
Lecture 1 Introduction to Stock Market Investment
Lecture 2 Ideal Portfolio
Lecture 3 What are Equities
Section 2: Basics of Fundamental Analysis
Lecture 4 Definition of Fundamental Analysis
Lecture 5 Factors of Fundamental Analysis
Lecture 6 Example-Salesforce
Lecture 7 Example-Salesforce Continue
Lecture 8 Common Financial Terms
Section 3: Review of Annual Report
Lecture 9 Looking up Annual Report
Lecture 10 Understanding Summary Financials
Lecture 11 Understanding Summary Financials Continue
Section 4: Building Financials in Excel
Lecture 12 Income Statement in Excel
Lecture 13 Income Statement in Excel Continue
Lecture 14 More on Income Statement in Excel
Lecture 15 Apple Financials in Excel
Section 5: DCF Valuation - Apple Case Study
Lecture 16 DCF Valuation Intro
Lecture 17 Plotting Historical Financials
Lecture 18 Assumptions on Financial Projections
Lecture 19 Terminal Growth
Lecture 20 Terminal Growth Continued
Lecture 21 Recommendation
Lecture 22 Asset and Income Based Valuation
Lecture 23 Price Earnings Ratio
Lecture 24 Price Earnings Ratio Continue
Lecture 25 PB and PEG Ratio
Lecture 26 Relative valuation - Practical Examples
Lecture 27 Relative valuation - Practical Examples Continue
Lecture 28 Data Sources
Lecture 29 Research Reports
Lecture 30 Research Reports Continue
Section 6: Summary
Lecture 31 Summary
Lecture 32 Secret Sauce
Aspiring Investors: Individuals looking to enter the stock market and develop a solid understanding of investment principles, including how to analyze stocks and build an ideal portfolio.,Finance Students: Students pursuing degrees in finance, business, or economics who want to enhance their knowledge of fundamental analysis and investment strategies.,Professionals Transitioning to Finance: Professionals from non-financial backgrounds who wish to transition into finance or investment roles and need to build foundational skills in stock market analysis.,Current Investors Seeking Improvement: Existing investors seeking to deepen their understanding of fundamental analysis, improve their valuation skills, and learn advanced techniques for evaluating potential investments.,Anyone Interested in Financial Literacy: Individuals interested in enhancing their financial literacy and understanding how stock markets operate, regardless of their previous knowledge or experience.