Value Investing Strategies
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.
Segment 00 - Reading - Welcome to the course
Segment 01 - Introduction to the course and the instructor
Segment 02 - Dividend yield
Segment 03 - Capital growth
Segment 04 - Total return
Segment 05 - Tax on income and gains
Segment 06 - Reading - Additional resources
Segment 07 - Quiz - Components of total shareholder return (TSR)
Segment 08 - Reported earnings
Segment 09 - Price to Earnings (PE) ratios for equity
Segment 10 - Reported EBITA
Segment 11 - EBITA ratios for the whole business (equity plus debt)
Segment 12 - Reading - Additional resources
Segment 13 - Quiz - Profitability Value Drivers
Segment 14 - Forecast Dividends
Segment 15 - Required Return on Equity - CAPM
Segment 16 - Risk Destroys Value
Segment 17 - Growth Creates Value
Segment 18 - Reading - Additional resources
Segment 19 - Quiz - Dividend Valuation Model (DVM) For Equity
Segment 20 - Weighted average cost of capital (WACC)
Segment 21 - Present value analysis
Segment 22 - Annuities
Segment 23 - Perpetuities
Segment 24 - Reading - Additional resources
Segment 25 - Quiz - Discounted cash flow (DCF) for whole business (equity plus debt)
Segment 26 - Book net worth
Segment 27 - Tangible net worth (TNW)
Segment 28 - Market to book ratios (MBR)
Segment 29 - Discount to book value
Segment 30 - Reading - Additional resources
Segment 31 - Quiz - Net assets valuation for equity
Segment 32 - Diversification
Segment 33 - Margin of safety
Segment 34 - Due diligence and experience
Segment 35 - Patience and contrarianism
Segment 36 - Conclusion & Takeaways
Segment 37 - Reading - Additional resources
Segment 38 - Quiz - Final Assessment