Value Investing Strategies
Assess intrinsic value, total returns, and portfolio choices with value investing tools
Created by Doug Williamson
Explore the core principles of value investing by learning how to assess intrinsic value, analyze total returns, and make informed portfolio decisions. You'll discover practical tools and techniques that help you spot undervalued opportunities and understand the key drivers behind successful value investing.
Starweaver | 98 min
What You Will Learn
You'll start by exploring the main components of total return, then move on to hands-on valuation techniques using real-world examples. As you progress, you'll learn how to construct a portfolio with a value focus and address common behavioral challenges. Practice questions and a final assessment help reinforce your understanding at each stage.
Key Features
- Break down total shareholder return to understand dividends, capital growth, and taxes
- Apply multiple valuation methods like PE, EBITDA, DCF, and dividend models to real scenarios
- Build a disciplined portfolio using diversification, margin of safety, and behavioral insights
Target Audience
This course is ideal for private investors and those interested in applying value investing strategies to their own portfolios. It's also a great fit for anyone working in finance-whether in front, middle, or back-office roles-or those aiming to enter the industry and build a strong foundation in investment analysis.
