Course curriculum

  • 1

    Live sessions - Recordings and PDFs

    • Week 7 Day 1 - Announcing Two Companies

    • Week 7 Day 2 - Week 7 Tutoring Tuesday

    • Week 7 Day 4 - Trial Run Thursday

    • Week 8 Day 1 - Modeling Monday

    • Week 8 Day 2 - Week 8 Tutoring Tuesday

    • Week 8 Day 4 - Trial Run Thursday

    • Week 9 Day 1 - Simplicity is KEY!

    • Week 9 Day 2 - Week 9 Tutoring Tuesday

    • Week 9 Day 4 - Trial Run Thursday

    • Week 9 Day 5 - Wrap up of Week 9

    • Week 10 Day 1 - Modeling Monday

    • Week 10 Day 2 - Week 10 Tutoring Tuesday

    • Week 10 Day 4 - Trial Run Thursday

    • Week 11 Day 1 - Time for the final report

    • Week 11 Day 2 - Week 11 Tutoring Tuesday

    • Week 11 Day 4 - Trial Run Thursday

    • Week 11 Day 5 - Wrap up of Week 11

    • Week 12 Day 1 - Modeling Monday

    • Week 12 Day 2 - Week 12 Tutoring Tuesday

    • Week 12 Day 4 - Trial Run Thursday

    • Week 12 Day 5 - Final Presentation
  • 2

    Advanced financial statement analysis

    • Access to Dropbox and ValueModel setup

    • Constructing the cash flow statement

    • Identify the key drivers for the future

    • How to account for non-controlling interest

    • Submit valuation of your 2nd company in the Community

    • Submit revenue structure report of your 2nd company

    • Learn to benchmark companies against peers

    • Submit World Class Benchmarking scorecard write up

    • FVMR Investing: Quantamental investing across the world

    • Submit FVMR scorecard for your 2nd company report

    • Three key stories of the second company report

    • Submit story section for your 2nd company report

    • Weekly Note-Taking Submission: Week 7
  • 3

    Institutional tools and report integration

    • Consider constraints to growth

    • Submit constraints to growth for your 2nd company report

    • Submit ESG for your 2nd report company

    • Submit valuation slides for your 2nd report company

    • Submit executive summary and risk section

    • Entering the final steps of your 2nd report!

    • Submit the approved version of your 2nd company report

    • Submit the approved version of your 2nd company report presentation

    • Weekly Note-Taking Submission: Week 8
  • 4

    Professional standards in equity research

    • Get ready for peer reviews

    • Ten ways ethics adds value to you

    • Are we really putting clients first?

    • 8 Elements of a great research report

    • Share repurchases as an alternative to dividends

    • Submit valuation of your 3rd company in the Community

    • Submit revenue structure report of your 3rd company

    • Submit World Class Benchmarking scorecard write up

    • Submit FVMR scorecard for your 3rd report company

    • Three key stories of the 3rd report company

    • Submit story section for your 3rd report company

    • Weekly Note-Taking Submission: Week 9
  • 5

    Competitive strategy and finalizing research

    • Analyzing competitive position

    • Submit Porter's Five Forces for your 3rd report company

    • Submit constraints to growth for your 3rd report company

    • Submit ESG for your 3rd report company

    • Submit valuation slides for your 3rd company report

    • Submit executive summary and risk section

    • Entering the final steps of your 3rd report company!

    • Submit the approved version of your 3rd report company

    • Submit the approved version of your 3rd report company presentation

    • Weekly Note-Taking Submission: Week 10
  • 6

    Mastering equity report pitching

    • Presenting your equity research

    • Sample demonstration

    • Submit valuation of your final report company in the Community

    • Submit revenue structure report of your final report company

    • Submit World Class Benchmarking scorecard write up

    • Submit FVMR scorecard for your final report company

    • Three key stories of the final report company

    • Submit story section for your final report company

    • Weekly Note-Taking Submission: Week 11
  • 7

    Delivering the final verdict: leadership & synthesis

    • Submit Team and Leadership slide for your final report

    • Submit Porter's Five Forces for your final report company

    • Submit constraints to growth for your final report company

    • Submit ESG for your final report company

    • Submit valuation slides for your final report company

    • Submit executive summary and risk section

    • Entering the final steps!

    • Submit the approved version of your final report

    • Submit the approved version of your final presentation

    • Weekly Note-Taking Submission: Week 12
  • 8

    Please complete this survey to claim your certificate..

    • Valuation Master Class Boot Camp Graduation