Advanced Guide To Fundamental Analysis

Mastering Advanced Financial Analysis Techniques for Strategic Investment Decision Making

What you'll learn

How to Evaluate Stocks

How to assess a company based on Enterprise, Financial and Governance parameters

How to do a Forensic Analysis of a company

Learnings from famous Scams of stock market

Requirements

The student is expected to have a basic understanding of the functioning of stock markets

The student is also expected to know the meanings of basic terminologies of the stock market

Description

The Advanced Guide to Fundamental Analysis course is designed to provide students with an in-depth understanding of advanced topics in the field of financial analysis. The course is intended for students who have a foundation-level understanding of stock markets and are looking to deepen their knowledge and skills.The course is conducted by Mr Parimal Ade (15+ years of experience in Investing), Mr Gaurav Jain (15+ years of experience in Investing) and Mr Mandar Purandare (CA and CFA Level 2 cleared).Throughout the course, students will explore complex and specialized topics in fundamental analysis, including enterprise analysis, financial analysis and analysis of governance parameters. The course will challenge students to think critically and creatively, building on their existing knowledge and pushing them to explore new avenues of understanding.The curriculum for the Advanced Guide to Fundamental Analysis course covers the following topics:How to evaluate stocks?Enterprises Analysis Parameters Understanding Annual ReportsAnalysis of Financial StatementsGovernance Evaluation MethodsForensic AnalysisLearnings From Famous Scams of Stock MarketSome Miscellaneous topicsUpon completion of the Advanced Guide to Fundamental Analysis course, students will have gained a deep understanding of advanced financial analysis techniques and will be well-prepared to pursue further study or enter the workforce in a related field, such as financial analysis, investment banking, or corporate finance.

Overview

Section 1: How to Evaluate Stocks

Lecture 1 Introduction

Lecture 2 What are Assets, Liabilities and Equity?

Lecture 3 What are consolidated and standalone financial statements?

Lecture 4 What is PE Ratio?

Lecture 5 What is Fundamental Analysis?

Lecture 6 Fundamental Analysis vs Technical Analysis

Lecture 7 Top Down Approach vs Bottom up Approach

Lecture 8 Why Sector Understanding is important to evaluate stocks?

Section 2: Enterprises Analysis Parameters and their importance

Lecture 9 Importance of Company History & Story

Lecture 10 What are Market Shares?

Lecture 11 What are Business Models?

Lecture 12 What are Moats?

Section 3: Annual Report - The key to every fundamental analysis

Lecture 13 What is an Annual Report?

Lecture 14 What is Management Discussion and Analysis section?

Lecture 15 Corporate Governance Report of Board of Directors

Lecture 16 What is an Audit Report?

Section 4: Deep Dive into the Balance Sheet

Lecture 17 Explainer on Balance Sheet - Assets

Lecture 18 Explainer on Balance Sheet - Liabilities

Lecture 19 Explainer on Balance Sheet - Equity

Lecture 20 Explainer on Balance Sheet - Working Capital

Lecture 21 Importance of Notes to Accounts and Significant Accounting Policies

Section 5: Deep Dive into the Profit and Loss Statement

Lecture 22 Explainer on Profit & Loss Statement

Lecture 23 Explainer on Operating profit and EBITDA

Lecture 24 Why are high Other Incomes & Exceptional items not healthy?

Section 6: Governance Evaluation Methods

Lecture 25 Management Profile assessment & importance of management

Lecture 26 What is Promoter Holding & why is it Important

Lecture 27 What is managerial remuneration & why is its assessment important?

Lecture 28 Use Of Employee reviews and credit ratings

Lecture 29 Succession Planning - Why is it Important

Section 7: Forensic Analysis

Lecture 30 What is Forensic Analysis?

Lecture 31 Quantitative Forensic Analysis

Lecture 32 Qualitative Forensic Analysis

Section 8: Some More to Learn

Lecture 33 Common Mistakes in Stock Market

Lecture 34 Stock Market Taxation

Lecture 35 Market Trends

Lecture 36 What is delisting of shares? How are shares voluntarily delisted?

Lecture 37 Stock Investing vs Mutual Fund Investing

Lecture 38 How many stocks should one have in their portfolio?

Lecture 39 The concern regarding high ESOP costs of new age companies

Lecture 40 Overview of Banking Sector

Section 9: Famous Scams of Stock Market

Lecture 41 Famous Scams of Stock Market - IL&FS Crisis

Lecture 42 Famous Scams of Stock Market - Harshad Mehta Scam

Lecture 43 Famous Scams of Stock Market - Ketan Parekh Scam

Lecture 44 Famous Scams of Stock Market - Karvy

Those who wants to invest in stock market for himself/herself or his/her clients.,Those who are currently investing in stock market and wants to learn how to do fundamental analysis of any company.,Anyone who is ambitious want to learn a new skill.