Course curriculum

  • 1

    The Theory of Investment Value

    • The Theory of Investment Value
  • 2

    The Intelligent Investor

    • Understand investors and speculators

    • Understand the principles of value investing

    • Have a margin of safety
  • 3

    A Random Walk Down Wall Street

    • Understand what it takes to invest

    • Apply behavioral finance principles

    • Follow best practices
  • 4

    One Up On Wall Street

    • Prepare to invest

    • Pick a winner

    • Adopt a long-term view
  • 5

    The Little Book That Beats the Market

    • Apply the magic formula

    • Find the right companies

    • Be patient
  • 6

    Richer, Wiser, Happier

    • Mohnish Pabrai and John Templeton

    • Marks Graham Eveillard Buffet Kahn McLennan Greenblatt

    • Danof Sleep Zakaria Vinik Lountzis Geritz Munger

    • Thorp Karp Miller Van Den Berg

    • Extract the key takeaways
  • 7

    The Education of a Value Investor

    • Invest in yourself

    • Adopt a structured approach to investing

    • Keep an investor’s checklist
  • 8

    100 Baggers

    • Look for the right businesses

    • Identify growth opportunities

    • Focus on the long-term
  • 9

    9 Valuation Mistakes & How to Avoid Them

    • Get the pdf version of the book

    • Mistake #1: OVERLY OPTIMISTIC REVENUE FORECASTS

    • Mistake #2: UNDERESTIMATING EXPENSES CAUSING UNREALISTIC PROFIT

    • Mistake #3: GROWING FIXED ASSETS SLOWER THAN REVENUE

    • Mistake #4: CONFUSING GROWTH CAPEX WITH MAINTENANCE CAPEX

    • Mistake #5: FORECASTING DRASTIC CHANGES IN THE CASH CONVERSION CYCLE

    • Mistake #6: UNDERESTIMATING WORKING CAPITAL INVESTMENT

    • Mistake #7: VALUING A STOCK USING THE CALCULATED BETA

    • Mistake #8: CHOOSING AN UNREASONABLE COST OF EQUITY

    • Mistake #9: NOT PROPERLY FADING RETURN ON INVESTED CAPITAL

    • Test what you have learned
  • 10

    Want to become a Valuation Master?

    • Valuation Master Class Boot Camp Origin Story
  • 11

    FVMR Investing: Quantamental Investing Across the World

    • Data availability and manipulation

    • An investment framework forces discipline

    • Quantamental - The quantitative aspect

    • Quantamental - The fundamental aspect

    • Concentrated portfolio

    • Preserve capital