The Art of Value Investing
Complete value investing course created by a real value investor. Learn value investing & fundamental analysis
This course consolidates 20+ years of experience & learnings as a value investor. You will learn the financial fundamentals of the stock market, money & inflation in order to find great companies at cheap prices. As Warren Buffett said, you do not need a PhD to become a good investor. It requires the mindset of a business owner not a speculator.
You will be able to determine the intrinsic value of a company vs its current share price and also be able to judge if the company has solid financial fundamentals.
UNIQUE CONTENT : In the last part of this course and as part of my own on-going research as a value investor for more than 20 years, I will share with you unique attributes on how to evaluate the moat of companies that only a few investors use and also how to capture customer and employee sentiment about a company.
The purpose of this training is to make you a seasoned investor and develop the right investment mindset while giving you the keys to read company financial statements and growing your wealth. I will teach you how to read financial statements like 10-K, 10-Q reports. After this course you will be equipped with a set of tests to understand the financial strength of a company.
WEBINARS : When subscribing to this training, you are also entitled to join a bi-monthly 2-hour live webinar
Learn the art of value investing and get an edge. Investing in stocks and acting as a business-owner can be a life-changing experience.
Benefit from my 20 years experience as an investor running my own investment fund and rapidly move ahead faster with the knowledge I will share with you.
Many thanks and I appreciate your interest in my course!
- Candi Carrera
RELEASE NOTES :
- March 2023 : Complete rerecording March/April 2023 update, HQ audio, review of sample companies used in chapter 1 & 2, review of chapter 5, addition of interest coverage ratio next to D/E test
- February 2023 : update of IV calculation sheet
- October 2022 : addition of Appendix 3 - full analysis of Intel Corporation
- November 2021 : update of Excel file with 3 precalculated examples AbbVie, Alibaba & Dow Chemical
- September 2021 : addition of a 90 minute lecture with complete selection & valuation process
- September 2021 : update of IV calculation file (v2)
- January 2021 : students receive regular invitations to online Webinars/workshops
- December 2020 : addition of Appendix 1 & accompanying valuation file
- November 2020 : addition of 1-pager checklists & wallpapers
Introduction & Course Content
FREE PREVIEWValue Investing origin
FREE PREVIEWKnowledge check : Understanding value investing
Money & cash circulatory system
FREE PREVIEWRisk vs Return
Investment styles & classes of shares
Balance sheet, Income statement, Cash flow statement
Investor Relations & annual reports
Knowledge check : Foundation on key financial concepts
Feedback / survey
Circle of competence & investment universe
FREE PREVIEWThe 5 core habits
The 6th habit
Knowledge check : Developing your investor mindset
Blue chips
FREE PREVIEWEarnings consistency
Price to earnings (P/E)
FREE PREVIEWReturn to shareholders : dividends, buybacks & payout ratio
Financial powerhouse & profitability (ROE, ROIC, RONTA)
Solvency & Debt to equity
Knowledge check : Practicing fundamental screens
Book value & Price to book value
Adjusting book value & Price to book
Dividend Discount Model
FREE PREVIEWBASF : Concrete example of share buybacks & treasury shares extinction
Discounted free cash flow & earnings valuation model
Knowledge check : Valuation process
Moat & intangible metrics
Knowledge check : The scuttlebutt attributes
You should have the willingness to become a real investor like Warren Buffett, Benjamin Graham or Charlie Munger. To take the course you only need to have a basic understanding of businesses and how companies work
Students will receive a good understanding on how to find good stocks & how to invest into those companies. Students will also be able to determine the intrinsic / real value of a company and apply key value investing strategies before investing in the stock market. The most important is that students will be able to make better investment choices with their money with the right investment mindset and be able to differentiate between good & bad stocks.
This course is designed for people who want to safely invest in the stock market and looking to develop passive income.