Programme Content
Our approach to this program is to teach the core value investing concepts and then take the learners through in-depth case studies where they will apply these concepts. Key components include video lectures, case studies, and application exercises, so the methods are put to use with real-world company examples. Every two weeks, participants learn a new set of concepts and have multiple opportunities to apply the learning.
The program includes the following modules:
Module 1: Value Investment Foundations, framework, and introduction to asset value: overview of the valuation approach and calculating asset value
Module 2: Earnings Power Value The methodology to identify and buy securities priced well below their true value
Module 3: Strategic Analysis Understanding the value of scale economies and barriers to entry
Module 4: Magna International Case Study Valuation exercise for automotive market in the aftermath of the financial crisis
Module 5: Growth and Value Estimating future earnings and accounting for growth using Walmart as an example
Module 6: Amazon Case Study Calculating the value of a high-growth company in dynamic industry segments
Module 7: Risk Management Managing the risks of individual stocks and portfolios through proven financial and management strategies
Module 8: John Deere Case Study Using the value investing approach to evaluating the attractiveness of John Deere
