THE SOCIETY OF FINANCIAL INDEPENDENCE
Actualize your financial independence
Financial Independence Workshop
ADVANCED
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Course Introduction
Course Agenda
1
Session 1
(5 Hours)
Fundamental analysis of a business I
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Setting parameters for analysis
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Screening stocks: Using our proprietary quantitative filters
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Financial analysis of a stock:
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Analysis of credit rating reports
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Analysis of P/L Statement
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Understanding Balance Sheets
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Evaluating Cash Flow Statements
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Understanding how financial statements talk to each other
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Combining financial statements
3
Session 3
(5 hours)
Intrinsic valuation: Addressing the lemming inside you
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Laying the foundation: The difference between pricing and valuation of a business
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Yes, Virginia, every asset has an intrinsic value!
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Understanding elements of Discounted Cash Flow (DCF) valuation:
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CAPM Model​
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FCFF, FCFE, EC, TV, etc.
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Conducting a DCF valuation
2
Session 2
(5 Hours)
Fundamental analysis of a business II
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Identifying economic moats and durability in a business
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Putting numbers to moats: quantifying competitive advantage
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Quantifying margin of safety in a business
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Gauging the sustainability of cash flows
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Understanding how much to pay for a company's stock?
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Scuttlebutt Method: Expanding your circle of competence
4
Session 4
(5 hours)
The Road Less Travelled
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Portfolio management
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Special situation investing
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The only macros you need to know
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Overcoming investment biases: You are your worst enemy and best friend on this path
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The psychology of generating significant long-term wealth (The game of gut over brain)
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Summary: Template for conducting your own equity analysis
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Question and Answers Session
Who should attend?
Investors who are motivated to take their investment journey to the next level
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Anyone who is willing to put in the time and effort necessary to generate excess returns
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Anyone earnestly seeking to actualise their financial independence and take charge of their financial goals