The Art of Value Investing Complete course

by a real value investor & independent board director, MBA, INSEAD with private equity experience
The Art of Value Investing Complete course
File Size :
8.57 GB
Total length :
9h 43m



Candi Carrera


Last update




The Art of Value Investing Complete course

What you’ll learn

Have a good understanding on how to find good stocks & how to invest into those companies
Be able to determine the intrinsic / real value of a company
Apply key value investing strategies before investing in the stock market
Make better investment choices with your money with the right investment mindset
Be able to differentiate between good & bad stocks
Develop a stream of passive income with your stocks
Evaluate a Company’s profitability with Return on Equity Ratio, Return on Invested Capital & Return on Net Tangible Assets (ROE, ROIC, RONTA)
Evaluate a Company’s Price-to-Earnings (P/E) Ratio and other key ratios
Determine the capacity of a company to payback debt
Have a repeatable investment process
Understand how investors like Warren Buffett, Benjamin Graham, Charlie Munger or Peter Lynch became rich & successful
Be able to use valuation methods like book value, balance sheet reevaluation, dividend models, discounted cash flow & discounted future earnings models

The Art of Value Investing Complete course


Willingness to become a real investor like Warren Buffett, Benjamin Graham or Charlie Munger
Having a basic understanding of businesses and how companies work
No further prerequisites needed although good to know your long-term investment & wealth goals


This course consolidates 20+ years of experience & learnings as a value investor. You will learn the financial fundamentals of the stock market, money & inflation in order to find great companies at cheap prices. As Warren Buffett said, you do not need a PhD to become a good investor. It requires the mindset of a business owner not a speculator.You will be able to determine the intrinsic value of a company vs its current share price and also be able to judge if the company has solid financial fundamentals. UNIQUE CONTENT : In the last part of this course and as part of my own on-going research as a value investor for more than 20 years, I will share with you unique attributes on how to evaluate the moat of companies that only a few investors use and also how to capture customer and employee sentiment about a company.The purpose of this training is to make you a seasoned investor and develop the right investment mindset while giving you the keys to read company financial statements and growing your wealth. I will teach you how to read financial statements like 10-K, 10-Q reports. After this course you will be equipped with a set of tests to understand the financial strength of a company.WEBINARS : When subscribing to this training, you are also entitled to join a bi-monthly 2-hour live webinarLearn the art of value investing and get an edge. Investing in stocks and acting as a business-owner can be a life-changing experience.Benefit from my 20 years experience as an investor running my own investment fund and rapidly move ahead faster with the knowledge I will share with you. Many thanks and I appreciate your interest in my course!- Candi CarreraRELEASE NOTES : – October 2022 : addition of Appendix 3 – full analysis of Intel Corporation- November 2021 : update of Excel file with 3 precalculated examples AbbVie, Alibaba & Dow Chemical- September 2021 : addition of a 90 minute lecture with complete selection & valuation process- September 2021 : update of IV calculation file (v2)- January 2021 : students receive regular invitations to online Webinars/workshops- December 2020 : addition of Appendix 1 & accompanying valuation file- November 2020 : addition of 1-pager checklists & wallpapers


Section 1: Introduction

Lecture 1 Introduction & course content

Lecture 2 What are the objectives of the course

Lecture 3 Value investing origin

Section 2: Key concepts

Lecture 4 Money & cash circulatory system

Lecture 5 Risk vs return

Lecture 6 Investment styles & vehicles

Lecture 7 Balance sheet, Income statement, Cash flow statement

Lecture 8 Investor Relations & annual reports

Section 3: The investor mindset

Lecture 9 Circle of competence & investment universe

Lecture 10 The 5 core habits

Lecture 11 The 6th habit

Section 4: The fundamental screens

Lecture 12 Blue chips

Lecture 13 Earnings consistency

Lecture 14 Price to earnings (P/E)

Lecture 15 Return to shareholders

Lecture 16 Financial powerhouse & profitability (ROE, ROIC, RONTA)

Lecture 17 Solvency & Debt to equity

Section 5: The valuation process & determining intrinsic value

Lecture 18 Price to book

Lecture 19 Brand valuation

Lecture 20 Dividend Discount Model

Lecture 21 BASF : Concrete example of share buybacks & treasury shares extinction

Lecture 22 Discounted Future Earnings & Free Cash Flow

Section 6: Moat & intangible metrics

Lecture 23 Brand valuation

Lecture 24 External stakeholders

Lecture 25 Internal stakeholders

Section 7: Conclusion & final assignment

Lecture 26 Conclusion & final assignment

Lecture 27 Appendix 1 – Accompanying IV calculation sheet

Lecture 28 Appendix 2 – NTT Full valuation example – Sept 25 2021

Lecture 29 Appendix 3 – Intel : an investment dilemma ?

People who want to safely invest in the stock market,People looking for passive income,People who want to grow their wealth,People that do not know how to safely invest in the stock market,People who want to learn the methods of Warren Buffett & Benjamin Graham,People who want to change their way of living and spend more time with their family, friends & loved ones

Course Information:

Udemy | English | 9h 43m | 8.57 GB
Created by: Candi Carrera

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