Valuation Master Class Module 1
The complete, proven, step-by-step course to guide you from novice to valuation expert. Module 1 of 5.
Valuation Master Class is an online, video-based training program that teaches beginners in finance every step in the valuation process to transform them into valuation experts.
This course will help you become a valuation expert, whether you are new to the field of finance and want practical valuation experience, have already been valuing companies and want to deepen your knowledge, or you have no knowledge of finance and want to switch your career to the world of finance.
The full Valuation Master Class consists of five modules, which our students say takes about 200 hours to complete. But to get to Module 5, you must progress through the first four modules! The current course you are viewing is Module 1, which contains 8 hours of content.
Valuation Master Class Foundation is where you begin your journey. The Foundation Package includes an introduction to finance, Module 1 and Module 2 for an unbeatable price. Click below to learn more.
Speed vs accuracy in valuation
Valuation starts with revenue
ValueModel set up
Forecasting revenue in practice
How to forecast gross profit
Forecasting gross profit in practice
How to forecast operating profit
Forecasting operating profit in practice
Questions
Forecasting current assets
Forecasting current assets in practice
Forecasting LT investments
Forecasting gross fixed assets
ValueModel treatment of fixed assets
Forecasting net fixed assets
Forecasting LT assets in practice
Forecasting current liabilities
Forecasting LT liabilities
Forecasting liabilities in practice
Forecasting equity
Forecasting equity in practice
Questions
Deeper research about FAST
Deeper research about FAST Part 2
Questions
Questions
DCF is the foundation of valuation
Valuing using the constant growth model
Free cash flow to the firm
Free cash flow to the equity
Free cash flow in practice
Calculating the cost of equity
Calculating the cost of equity in practice
Calculating the WACC
Calculating the WACC in practice
Fade and terminal periods
Fade and terminal periods in practice
Reviewing valuation estimates
Tell the world when you've finished Module 1
Questions
Relative valuation
Valuemodel - Review multiple valuation output
Relationship between DCF and multiples
Sensitivity analysis
Questions
Foundation Package
Finance Made Ridiculously Simple
We ensure that you know the necessary accounting, how to read financial statements, and how it all relates to business. Besides, you will also learn global benchmarks of financial performance, e.g., the average net margin of all companies in the world.
Module 1
You will familiarize yourself with the ValueModel (which uniquely enables you to value any company in the world) and learn to recognize common valuation mistakes. You will gain a strong understanding of financial statements, forecasting, and valuation.
Get access to valuation tools used by real institutions
Module 2
You will value and do forecasts for 3 companies from different sectors, industries, and countries using the ValueModel, and learn how to decompose revenue into its key drivers. You will have reached an intermediate level of understanding of forecasting, valuation, and research.
Professional Package
Module 3
You will value 2 companies from different sectors, industries, and countries, along with 1 company of your choice. You will learn how to assess a company's financial performance in a global context and to evaluate a company's competitive position. Besides, you will start working on your final valuation report project.
You will prove your valuation skills by valuing young companies in new industries and situations. The connection between real business and valuation will become evident.
Module 4
You will value 2 companies from different sectors, industries, and countries, along with 1 company of your choice. The work on your final valuation report project continues. Also, you will evaluate and give feedback on valuations done by 5 junior students.
In addition, you will learn how to evaluate a stock's investment attractiveness considering Fundamentals, Valuation, Momentum, and Risk (FVMR), and be taught the A. Stotz Investment Research 9 Point Stock Picking Checklist.
You will acquire immense practical experience in valuing companies, deepen your knowledge of specialized topics, and learn how to identify weak points in others' research.
Module 5
You will value 2 companies from different sectors, industries, and countries and evaluate and give feedback on valuations done by 5 junior students. You will also analyze the ESG aspects of a company.
In preparation for the presentation of your final valuation report project, you will learn how to structure the story behind your assumptions and how to bring excitement to your presentation.
You will finalize your final valuation report project, present it to Dr. Stotz, and defend your buy/sell recommendation.
Congratulations, you have become a Valuation Expert! At this point, you have developed the ability to produce world-class equity research. Though you should never stop learning, you are now equipped to continue developing on your own. Of course, our team will always support a Valuation Expert if needed! At this point, Dr. Stotz would love to help you get your dream job!