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 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 - Reported earnings
Segment 07 - Price to Earnings (PE) ratios for equity
Segment 08 - Reported EBITA
Segment 09 - EBITA ratios for the whole business (equity plus debt)
Segment 10 - Forecast Dividends
Segment 11 - Required Return on Equity - CAPM
Segment 12 - Risk Destroys Value
Segment 13 - Growth Creates Value
Segment 14 - Weighted average cost of capital (WACC)
Segment 15 - Present value analysis
Segment 16 - Annuities
Segment 17 - Perpetuities
Segment 18 - Book net worth
Segment 19 - Tangible net worth (TNW)
Segment 20 - Market to book ratios (MBR)
Segment 21 - Discount to book value
Segment 22 - Diversification
Segment 23 - Margin of safety
Segment 24 - Due diligence and experience
Segment 25 - Patience and contrarianism
Segment 26 - Conclusion & Takeaways