Posts by Andrew Stotz
On the Rise of CFA Candidates in Asia
The CFA program has long been viewed as an essential qualification for anyone hoping to enter the lucrative world of investment banking. First conceived in 1942, the CFA program is now one of the US’s most successful exports. And in Asia, the credential is becoming ever more highly prized. An Origin Story With around 150k…
Read Full PostMistake #8: Choosing an Unreasonable Cost of Equity
I’ve narrowed down all the mistakes I’ve seen in my career over the last 25 years as an analyst, as a head of research, and in the Valuation Master Class, into these top nine. Check out the previous posts in the series here. Overly optimistic revenue forecasts Underestimating expenses causing unrealistic profit forecasts Growing fixed…
Read Full Post9 Steps to Prepping for the CFA Exams
For each candidate, whether they’re Level 1, 2 or 3, the exams mark a huge milestone on the ascent to becoming a Chartered Financial Analyst. And many more are weighing up the decision as to whether the CFA Program is the right climb for them… The post-nominal designation of CFA requires candidates to overcome many…
Read Full PostMistake #7: Valuing a Stock Using the Calculated Beta
Now in the series, let’s move onto one of the most interesting subjects in valuation: beta. Discussing this crucial element of investing will helps us shed more light on the connected #7 top valuation mistake of valuing a stock using the calculated beta. But first, don’t forget to catch up with the rest of the…
Read Full PostFundamental Vs Technical Analysis for Investing
Investors use a number of techniques to evaluate stocks before making a trade or long-term investment decision. The two core techniques used can broadly be divided into fundamental analysis and technical analysis. Both paths use different methodologies to try to predict movements in the market, and both can be quite valuable for helping investors to…
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