Investment analysis is the process of evaluating financial assets, such as stocks, bonds, and portfolios, to determine their value, risk, and potential return. Professional analysts use it to decide what to buy, hold, or sell, and at what price. Whether you’re building a DCF model, applying the Capital Asset Pricing Model (CAPM), or assessing a…
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A Complete Guide to the CFA Equity Investments Topic
Of the many degrees and credentials a financial professional can hold, the designation of CFA charterholder could be considered the…
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Equity Analysis: Art or Science?
I’ve seen a lot of equity analysts come and go throughout my 25 years in the business. I have seen…
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Introducing the Valuation Master Class
The Right Tools When it comes to making crucial business and financial decisions, the savvy financial analyst wants the right…
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Valuation Master Class FAQ Index
Answers and guides to common questions and challenges that you face in the Valuation Master Class.
Read More P&L Forecasting
Three things that really matter on “Profit and Loss statement” or what we also call “Income statement” in the US or “P&L” in the UK. First …
Read More Abbreviations
Abbreviations you might encounter working with the ValueModel or any forecasting and valuation: WACC, COE, ROIC, DPR, CAPEX, FCFF, EPS…
Read More Data updates
Gaining advantage by exploiting new data instantly is only possible if done immediately. This is how to manually update the data …
Read More Valuation Master Class forecasting guidance
ValueModel is a three-stage model to cover three phases of a company’s growth life cycle divided into three categories: P&L, balance sheet …
Read More Total asset growth, net fixed asset growth and CAPEX-to-depreciation
ValueModel checks if your total asset growth, net fixed asset growth, and CAPEX-to-depreciation forecast deviate substantially from the past.
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