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 const

• Describe and illustrate components of total shareholder return and their relationships
• Explain and apply methods for assessing intrinsic business value
• Explain value investing strategies based on identifying potentially undervalued firms
• Discuss limits and challenges with value investing and necessary investor preparedness