Fundamental Analysis (FA) Overview

Fundamental Analysis, FA for short, is the study of a security (whatever it might be: stocks, commodities, forex, etc) from a perspective of analysing and comparing basic financial data about the security. In case of stocks, a Fundamental Analysis will look at the balance sheet, profit & loss statement, cash flows, products and services of the company, its market share, the management quality, its performance versus its peers etc. Having done the above (and more), decisions regarding investing or exiting from a company will be made. 

Fortunately today, one does NOT have to be a financial wizard to understand all the above as much of the information required is already analysed and made available on the internet. Basic evaluations are already done, tables with the data are available and the investor now has to use this data to make his or her own decisions.

In this intensive 2 day course, important commonly used terms and metrics are covered in detail. Further, practical exercises are used to illustrate when and how to use FA appropriately, which evaluation methods are useful for what types of companies, in what types of market conditions is FA is relevant and when it is not.

Course Contents & Dates

Topics and schedule:

Day 1 Morning Session:
1. What is Fundamental Analysis?
2. Importance of Fundamental Analysis
3. What FA tells you and does not tell you
4. Benefits & Pitfalls of FA.
5. Tools of FA, where to get them (free) and how to collate them
6. EPS: Earnings per Share, types of EPS
7. P/E: Price to Earnings Ratio
8. PE Bands
 

Day 1 Afternoon Session:
1. PEG: Price Earnings Growth Ratio
2. Practical exercises with live data of EPS, P/E, PEG
3. Pros and Cons of the above
 

Day 2 Morning Session:
1. BV: Book Value
2. P/B: Price to Book Value Ratio
3. Dividend Yield
4. Dividend Payout Ratio
5. P/S: Price to Sales Ratio
6. ROCE / RONW / ROE: Return on Capital Employed / Return on Net Worth / Return on Equity
7. Debt to Equity Ratio
8. Practical exercises with live data of the above
9. Pros and Cons of the above
 

Day 2 Afternoon Session:
1. Intrinsic Value
2. Industry specific valuation techniques
3. Investing based on FA - factors to keep in mind
4. Growth Investing
5. Value Investing
6. Value Traps
7. Turnaround Stories
8. Investing for Income
9. Practical exercises.

NEW: Upgrades to the sessions ...

From March 08, we at Bangalore Investors Club have fundamental data on over 1,000 listed companies. This data dates back to 5 years and has some basic analysis already done on it. This is a treasure trove for those seeking to get into Fundamental Analysis deeply. This data will be made available during the course for the participants to work on and develop their FA skills.

There will be plenty of practical exercises which will be done to reinforce the concepts and learning and it will be no surprise if we find some stories to invest in on a FA basis!

In order to achieve the above goals, the course, which was earlier over 2 half-day sessions, is now over 2 FULL days.

Participants can bring laptops so that they can do practical exercises with data. Those coming with a laptop need to come 20 min early so that we can have the laptop connected to our wireless network. Power connections will be provided.

Course Presented by ...

The course will be delivered by Dr. Musa R Kaiser. Click Here to know more about the Course Presenter.

Sessions Format

The Fundamental Analysis (FA) Course is conducted over 2 full days. The sessions are highly interactive and emphasis is on the practical aspects and exercises. This allows the participants to get the real-world, application oriented feel of FA (versus boring theory!). There is also plenty of time for refreshments and lunch :-)

The Course can be also be delivered in smaller sessions (each of 3-4 hours) and spread over a week. Contact Us for any special requirements such as In-House programmes etc.

Multimedia based & highly interactive.

Ideal For

Aspiring investors looking for a sound practical, decision facilitating approach to Fundamental Analysis (FA) with specific reference to the Indian markets. Individuals who prefer the credibility based, prove-the-company-is-good approach to investing will find this course idea for them. Also, meet and stay in touch with like minded people in FA.

Prior knowledge and experience is NOT necessary to attend our Fundamental Analysis (FA) course. All concepts and terms are explained from scratch with exercises to reinforce the learning.

What can you expect?

1. A sound understanding of Fundamental Analysis (FA): it principles, different approaches and usefulness.
2. Learn the types of Fundamental Analysis (FA) based investing and find out what your preference is.
3. Learn how to Enter and Exit investments based on Fundamental Analysis (FA).
4. Learn how to track FA based investments and follow them appropriately.

After the Fundamental Analysis (FA) Course, stay in touch with like minded people and refine your learning and experience by participating in Bangalore Investors Club's weekly sessions. Click Here for details.

When & Where

1.5km from Commercial Street / Cantonment Railway Station / Ulsoor Lake. 200m from Sreeraj Lassi Bar at Coles Park, Fraser Town. We are located in the Service Road near Surya Kiran Apartments. Car Parking available. All city buses from 290 to 299 from all stations stop at the "Coles Park" bus stop.

Registrations OPEN. Contact Us for details or Click Here to Register your interest in any of our courses.

If you wish to have a specially arranged workshop on this or any any other topic in your office / organisation, please do Contact Us for a discussion. We can also customise workshops as per your requirements.

Fees

Introductory Price of Rs. 6,950 - all inclusive of course fees, materials, refreshments & taxes. Spot Registration Fee: Rs. 7,950/-

Special Offer for Reviewers:  For all those who have attended the course earlier and wish to revise their FA - avail a 50% Discount on the above fees.

Fees can be paid by cash / cheque / online transfer. Contact Us for details.

Testimonials ...