Get a clear picture of what drives stock prices and how investors determine a stock's value. You'll cover the essentials of valuation, including P/E ratios and DCF analysis, dig into financial statements, and build a solid foundation in stock investing fundamentals. Real-world examples from companies like Google and Apple bring the concepts to life and give you a practical framework for doing your own fundamental investment research.
This course is built around genuine financial understanding, not shortcuts or get-rich-quick strategies. The principles you'll learn are rooted in the value investing philosophies of legendary investors like Warren Buffett and Benjamin Graham, giving you a thoughtful, time-tested lens through which to evaluate any investment.
What You Will Learn
- Build a strong foundation in stock investing, covering indices, dividends, and ETFs
- Analyze companies using valuation techniques like P/E ratios, EV/EBITDA multiples, and DCF modeling
- Get a handle on key financial indicators including market cap, enterprise value, and cost of capital
- Explore how earnings releases, interest rates, and Federal Reserve policy move stock prices
- Get introduced to bond investing, including bond types, yields, spreads, and credit risk
- Dive into real estate investing through REITs, cap rates, and the role of leverage
- Examine stock options, hedging strategies, and the Black-Scholes pricing model
- Unpack the causes and consequences of the 2008 financial crisis, from mortgage-backed securities to credit default swaps
Course Outline
Stock Investing
-
Stock fundamentals
-
Stock indices
-
Liquidity
-
Dividend yields
-
Exchange traded funds
Stock Valuation
-
Market capitalization
-
Enterprise value
-
P/E Ratios
-
Shortfalls of P/E ratios
-
EV/EBITDA multiples
-
Intro to DCF modeling
-
CAPM and cost of capital
Stock Movements
-
Earnings releases
-
Analyst earnings estimates
-
Economic data
-
Interest rates and the Federal Reserve
-
Earnings transcripts and company presentations
Bond Investing
-
Types of bonds
-
Bond prices, yields, and spreads
-
Credit ratings and risk
-
Bankruptcy
Intro to Real Estate Investing
-
Types of real estate assets
-
Real Estate Investment Trusts (REITs)
-
Capitalization rates
-
Mortgages and loan-to-value (LTV) ratios
-
How does leverage impact returns?
Stock Options
-
Call options
-
Put options
-
Option strategies and hedging
-
Black-Scholes Model
Financial Crisis
-
Mortgage-backed securities
-
Credit default swaps
-
How did the housing market collapse spread to the major banks and other financial institutions?
-
Who is to blame for the financial crisis? (regulators, investment banks, homeowners, mortgage lenders, rating agencies)
This course is available for 30 days. You can choose when to start your access period. Once you activate, you will have 30 days to complete it (access the course materials, quizzes, projects and videos). You may request one extension of seven (7) days. Other extension requests will be evaluated on a case-by-case basis. Videos are not downloadable.
