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Safal Niveshak

Wit. Wisdom. Value Investing.

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Value Investing Workshop – Curriculum

Here are the most important topics that we cover in the Workshop:

1. Introduction: My Experience with Investing’s Truth

  • Key lessons I’ve learned over 15+ years of investing
  • Factors that drive stock market returns (they are not what you think)
  • Three fundamental forces of stock market investing
  • Investment success – Luck or skill?
  • Compounding and how most investors ignore its potent power
  • Value investing – Evolution from Graham to Buffett

2. Business Analysis

  • How to generate stock ideas – Process and structure
  • Stock selection framework
  • Screening for high-quality businesses
  • Circle of competence – What you don’t know matters more
  • Most important questions to understand a business
  • Economic moats – Concept, components, examples
  • Profitable growth equals wealth creation – Proof
  • My experience with high quality businesses
  • When to sell a stock – Rules of selling

3. Financial Statements Analysis

  • How to read annual reports
  • Analyzing financial statements – What numbers tell you
  • Assessing management quality – How numbers help
  • When earnings growth is a terrible idea
  • Five minute test of annual reports

4. Intrinsic Valuation

  • Understanding value, and why not everything can be valued
  • DCF – Calculation process, do’s and don’ts
  • Few other simple valuation methods
  • Margin of safety – Key ideas and sources of margin of safety

5. Learning the Art of Elementary Worldly Wisdom

  • Greatest enemy of knowledge, and how to avoid it
  • How to survive the disruptive economy
  • How to mould your plastic brain
  • Knowledge – Depth vs breadth
  • Your biggest, real edge
  • The ultimate goal

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