Key Takeaways – Workshop Copy
The Value Investor Workshop is primarily a course designed for many people, including:
- Finance students – who want to ace an interview and ‘talk the talk’ (but also see how research is approached in the real world)
- Private investors – this program will round out the experience that comes with years of part-time investing
- Finance professionals – professional analysts and portfolio managers have taken this course to improve their skills and knowledge (your boss might even pay for it!)
- Career changers – this program assumes some knowledge but not much, offering a great insight for those transition to a finance or investment role
- Business owners, executives and managers – good businesses attract good investors and good business people know what makes a good investment opportunity, therefore the benefits from this program will be two-fold for business owners and managers
There are a few key takeaways from the Value Investor Workshop, including:
- A fundamental understanding of how the share market operates
- A thorough understanding of investment philosophy and investment process
- A thorough understanding of investment research and business valuation techniques
- An overview of the key business valuation tools & methodologies
- Tools and processes for assessing a company’s competitive advantage
- Strategies for sourcing, researching and formulating industry growth statistics & research
- The ability to identify, understand (and avoid) common accounting traps
- How to filter investment opportunities & get the most from your time
- A template for assessing and understanding company management and employee morale – even if you haven’t met the CEO or management
- An intermediate understanding of financial statements and annual reports
- Downloadable valuation templates and models
- And so much more!