Value Investing Strategies from Coursera

This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM), and discounted cash flow (DCF). It also discusses and illustrates net assets valuation, market-to-book ratios (MBR), portfolio construction, and qualitative and behavioral success factors including client relationship management.

Content for the course is designed and delivered by a financial industry practitioner with an extensive practical understanding of the investment markets. Each course is rigorous, including two practice questions per lesson, and a final, graded assessment of 20 questions involving all lessons and sections.

This program is designed for anyone interested in understanding how to apply value investing techniques to investment selection, including private investors, people already working within a financial institution in the front, middle, or back-office areas, or seeking entry to one of these roles.Basic understanding of investments, stocks and stock markets.

What's inside

Syllabus

Value Investing Strategies

This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM) and discounted cash flow (DCF). It also discusses and illustrates net assets valuation, market to book ratios (MBR), portfolio construction and qualitative and behavioral success factors including client relationship management.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Offers a strong foundation for individuals seeking to apply value investing techniques in equity investments, including private investors and those in the financial industry

Taught by Doug Williamson, an experienced financial industry practitioner with extensive practical knowledge of investment markets

Provides comprehensive coverage of intrinsic valuation techniques, including earnings multiples, dividend valuation models, and discounted cash flow analysis

Includes discussions on qualitative and behavioral success factors, emphasizing the importance of client relationship management in the investment industry

Designed for individuals with a basic understanding of investments, stocks, and stock markets, making it accessible to those seeking to enhance their knowledge

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Value Investing Strategies with these activities:

Read Intelligent Investor by Benjamin Graham

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Acquire foundational knowledge of value investing principles from a classic work in the field.

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Read through the book, taking notes and highlighting key concepts.
Summarize the main principles and theories presented in the book.
Reflect on how the principles can be applied to real-world investing.

Review definitions

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Get reacquainted with fundamental terms and concepts in value investing to prepare for new learning in the course.

Browse courses on Value Investing

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Go through the course syllabus.
Review key terms and concepts.
Complete any pre-course assignments.

Follow online tutorials on DCF analysis

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Enhance understanding of DCF analysis by following structured tutorials and practicing the technique.

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Identify reputable online tutorials on DCF analysis.
Follow the tutorials, taking notes and working through examples.
Apply the learned technique to value real-world companies.

Five other activities

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Practice valuation techniques

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Reinforce understanding of valuation techniques through practice.

Browse courses on Intrinsic Value

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Solve practice problems involving earnings multiples, DVM, and DCF.
Review solutions and identify areas for improvement.
Consult with peers or instructors for additional support.

Discuss case studies

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Enhance understanding of value investing strategies by analyzing and discussing real-world examples.

Browse courses on Value Investing

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Read and analyze case studies provided by the instructor.
Participate in peer discussions to share insights and perspectives.
Identify key takeaways and lessons learned from the case studies.

Write a blog post on value investing

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Synthesize understanding of value investing by creating a written piece that explains the main principles and their applications.

Browse courses on Value Investing

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Research and gather information on value investing.
Outline the structure of the blog post.
Write the blog post, ensuring clarity and accuracy in explaining value investing principles.
Proofread and edit the blog post.
Publish and promote the blog post.

Build a stock portfolio

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Apply knowledge of value investing strategies to create a diversified portfolio that meets specific investment goals.

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Research and identify potential stocks.
Analyze stocks using valuation techniques learned in the course.
Construct a diversified portfolio based on risk tolerance and investment horizon.
Track portfolio performance and make adjustments as needed.
Share portfolio with peers or instructors for feedback.

Teach a value investing workshop

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Deepen understanding of value investing by teaching others, solidifying knowledge, and identifying areas for improvement.

Browse courses on Value Investing

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Develop a lesson plan for a value investing workshop.
Gather materials and resources.
Deliver the workshop and engage with participants.
Reflect on the experience and identify areas for improvement.

Career center

Learners who complete Value Investing Strategies will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts provide the research and data that fuel a wide variety of investment decisions. They look for undervalued stocks that will yield the best return. This course helps build a foundation in how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM) and discounted cash flow (DCF).

See salaries and explore the career path for Financial Analyst

Investment Banker

Investment Bankers work with a variety of clients, providing advice on mergers and acquisitions, stock offerings, and other financial matters. They also help companies raise capital and manage their finances. This course provides a good understanding of how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It will help you build the skills needed to succeed in this field.

See salaries and explore the career path for Investment Banker

Portfolio Manager

Portfolio Managers are responsible for managing the investments of individuals and institutions, including pension funds, endowments, and foundations. They make decisions about what stocks, bonds, and other assets to buy and sell, and they manage the overall risk of the portfolio. This course will help you build a strong foundation in the principles of value investing. It will also teach you how to apply these principles to your own portfolio management.

See salaries and explore the career path for Portfolio Manager

Asset Manager

Asset Managers are responsible for managing the investments of individuals and institutions. They work with a variety of clients, and they develop and execute investment strategies that meet their clients' needs. This course may be useful to beginners in learning more about value investing.

See salaries and explore the career path for Asset Manager

Risk Manager

Risk Managers are responsible for identifying, assessing, and managing risks to an organization's financial performance. They develop and implement strategies to mitigate these risks and ensure the organization's financial stability. This course may be useful in learning about financial risk and how to manage it.

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Actuary

Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They work in a variety of industries, including insurance, finance, and healthcare. This course may be useful to beginners in learning more about financial risk and how to manage it.

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Quantitative Analyst

Quantitative Analysts (Quants) use mathematical and statistical models to analyze financial data and make investment decisions. They work in a variety of industries, including investment banks, hedge funds, and asset management companies. This course may be useful to beginners in learning more about financial risk and how to manage it.

See salaries and explore the career path for Quantitative Analyst

Data Analyst

Data Analysts use data to identify trends and patterns that can be used to make better decisions. They work in a variety of industries, including finance, healthcare, and retail. This course may be useful to beginners in learning more about financial risk and how to manage it.

See salaries and explore the career path for Data Analyst

Business Analyst

Business Analysts help organizations improve their performance by analyzing their business processes and recommending changes. They work in a variety of industries, including finance, healthcare, and technology. This course may be useful to beginners in learning more about the fundamentals of investing.

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Financial Advisor

Financial Advisors provide financial advice to individuals and families. They help their clients achieve their financial goals by providing investment advice, retirement planning, and other financial services. This course may be useful to beginners in learning more about value investing.

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Investment Associate

Investment Associates assist Portfolio Managers with the management of investment portfolios. They conduct research, analyze data, and make investment recommendations. This course may be useful to beginners in learning more about value investing.

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Equity Research Analyst

Equity Research Analysts provide research and analysis on stocks. They make recommendations to investors on whether to buy, sell, or hold a particular stock. This course may be useful to beginners in learning more about equity research.

See salaries and explore the career path for Equity Research Analyst

Fixed Income Analyst

Fixed Income Analysts provide research and analysis on bonds. They make recommendations to investors on whether to buy, sell, or hold a particular bond. This course may be useful to beginners in learning more about fixed income.

See salaries and explore the career path for Fixed Income Analyst

Teacher

Teachers educate students at all levels, from elementary school to college. They develop lesson plans, teach lessons, and assess student learning. This course may be useful to beginners in learning more about different valuation techniques.

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Writer

Writers create content for a variety of audiences, including books, articles, and websites. This course may be useful to beginners in learning more about different financial concepts.

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