Value Investing Strategies

This foundational value investing 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 learning value investing and how to apply its 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 is recommended.