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Fundamental Analysis Course

Goaled: Fundamental Analysis Course

Welcome to the exciting world of fundamental analysis, where we dive deep into the heart of stocks to uncover their true value! In this comprehensive course, we will explore the fundamental factors that drive stock prices in the Indian market. By analyzing financial statements, assessing company performance, conducting industry analysis, and evaluating valuation metrics, you will gain the skills needed to make informed investment decisions based on a company’s underlying fundamentals.

Goaled - Stock market courses and share market classes in mumbai

Our Introduction to Investing Course is divided between 14 sessions of 2-hours that take place on weekends. We have chosen weekends as this is when most of our students are available. We also offer completely customizable 1-to-1 training sessions, both online and offline.

Why Fundamental Analysis?

Fundamental analysis is like peering into the DNA of a company. It helps us understand the financial health, growth potential, and competitive position of a company. By examining key factors such as revenue, earnings, debt levels, management quality, and market dynamics, we can unearth promising investment opportunities and avoid potential pitfalls. Whether you’re a beginner or an experienced investor, this course will equip you with the knowledge and tools to navigate the Indian stock market with confidence.

Course Contents

  1. Introduction to Fundamental Analysis: Understanding the basics and importance of fundamental analysis.
  2. Financial Statements: Analyzing balance sheets, income statements, and cash flow statements.
  3. Ratio Analysis: Exploring key financial ratios like PE ratio, EPS, ROE, and more.
  4. Valuation Methods: Diving into different valuation techniques, including discounted cash flow (DCF) analysis and price-to-earnings (P/E) ratio.
  5. Industry Analysis: Assessing the industry dynamics, competitive landscape, and market trends.
  6. Economic Analysis: Understanding how macroeconomic factors impact stock prices.
  7. Management Analysis: Evaluating the competence and track record of company management.
  8. Qualitative Factors: Examining non-financial aspects such as brand reputation, intellectual property, and corporate governance.
  9. Dividend Analysis: Analyzing a company’s dividend policy and dividend yield.
  10. Earnings Quality: Assessing the reliability and sustainability of a company’s earnings.
  11. Growth Stocks vs. Value Stocks: Understanding the differences between growth-oriented and value-oriented investments.
  12. Sector Analysis: Analyzing different sectors and their growth prospects.
  13. Top-down vs. Bottom-up Approach: Exploring different approaches to fundamental analysis.
  14. Forecasting Future Earnings: Techniques for estimating future earnings and growth rates.
  15. Competitive Advantage: Identifying companies with sustainable competitive advantages.
  16. IPO Analysis: Evaluating initial public offerings and their investment potential.
  17. Mergers and Acquisitions: Understanding the impact of mergers and acquisitions on stock prices.
  18. Financial Modeling: Introduction to building financial models for valuation and analysis.
  19. Margin of Safety: Learning the concept of margin of safety and its importance in investing.
  20. Risk Assessment: Evaluating the risks associated with investing in a particular company or industry.
  21. Market Capitalization: Analyzing the implications of different market capitalization sizes.
  22. Debt Analysis: Understanding the impact of debt levels on a company’s financial health.
  23. Return on Investment (ROI): Assessing the profitability and efficiency of investments.
  24. Price-to-Book (P/B) Ratio: Evaluating a company’s stock price relative to its book value.
  25. Cash Flow Analysis: Examining the cash flow generation and liquidity of a company.
  26. Earnings Reports: Analyzing quarterly and annual earnings reports to gauge company performance.
  27. Stock Screening: Using screening tools to identify potential investment opportunities.
  28. Fundamental vs. Technical Analysis: Understanding the differences and synergies between fundamental and technical analysis.
  29. Equity Research Reports: Exploring the structure and components of equity research reports.
  30. Corporate Governance Analysis: Assessing the quality of corporate governance practices within a company.
  31. Environmental, Social, and Governance (ESG) Analysis: Evaluating a company’s performance in terms of environmental sustainability, social responsibility, and corporate governance practices.
  32. Cash Conversion Cycle: Analyzing the efficiency of a company’s working capital management.
  33. Competitive Positioning: Assessing a company’s market position relative to its competitors.
  34. Industry Growth Drivers: Identifying the key factors driving growth in specific industries.
  35. Market Sentiment Analysis: Understanding the impact of investor sentiment on stock prices.
  36. Regulatory Environment Analysis: Evaluating the influence of regulatory changes on the stock market and specific sectors.
  37. Qualitative Research: Conducting in-depth research on qualitative aspects like consumer behavior, brand perception, and product differentiation.
  38. Market Multiple Analysis: Comparing a company’s valuation multiples with industry peers to assess its relative value.
  39. Financial Statement Forensics: Detecting red flags or irregularities in financial statements through detailed analysis.
  40. Capital Structure Analysis: Evaluating the composition of a company’s capital, including debt and equity.
  41. Event-Driven Investing: Utilizing fundamental analysis to capitalize on specific events like mergers, acquisitions, or regulatory changes.
  42. Dividend Discount Model (DDM): Using the DDM to estimate the intrinsic value of dividend-paying stocks.
  43. Macroeconomic Indicators: Analyzing macroeconomic indicators such as GDP growth, inflation rates, and interest rates to understand their impact on stocks.
  44. Relative Valuation: Comparing a company’s valuation multiples with those of its competitors to determine its relative attractiveness.
  45. Financial Statement Ratio Trends: Tracking the historical trends of financial ratios to identify patterns and anomalies.
  46. Breakup Value Analysis: Assessing the value of a company’s assets in case of liquidation or breakup.
  47. Financial Reporting Standards: Understanding the different reporting standards and their impact on financial statements.
  48. Sentiment Analysis: Utilizing sentiment analysis tools to gauge public perception and sentiment towards a company or industry.
  49. Analyst Recommendations: Evaluating analyst recommendations and reports to gain insights into market expectations and potential stock movements.
  50. Case Studies: Analyzing real-life case studies of companies to apply fundamental analysis concepts and techniques in practical scenarios.

This comprehensive “Fundamental Analysis” course provides a deep understanding of the factors that drive stock prices and helps you make informed investment decisions. By the end of this course, you will have the knowledge and tools to analyze financial statements, assess company performance, conduct industry analysis, and evaluate valuation metrics. Enroll now and embark on your journey to becoming a savvy investor in the Indian stock market!

Fundamental Analysis

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Difficulty: Beginner
Duration : 2 Months
Lesson: 13 - 2-hour sessions
Course Format: Online / Offline
Course Fee: Rs. 10,000/-
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Meet the Instructor
Lalit Setpal

Welcome!

Hey! My name is Lalit Setpal and I am a SEBI (Securities Exchange Board of India) registered investment advisor here to help you meet your financial goals. My SEBI registration number is NISM-201800074073

Get in touch with me to know more about my courses!

FAQs

This course is suitable for beginners who want to learn the fundamentals of analyzing stocks based on their underlying financial factors. It is also beneficial for intermediate-level investors looking to enhance their fundamental analysis skills and make informed investment decisions.

No prior knowledge or experience in finance is required. This course is designed to cater to beginners and covers the basics of fundamental analysis in a comprehensive and easy-to-understand manner.

By completing this course, you will gain the necessary skills to assess a company’s financial health, evaluate its performance, and make informed investment decisions. Fundamental analysis provides a solid foundation for identifying undervalued stocks, understanding growth prospects, and managing investment risks.

Absolutely! The course content includes numerous examples and case studies from the Indian stock market, allowing you to apply fundamental analysis concepts to real-life scenarios in the Indian context.

The course duration is about 6 weeks, and you have the flexibility to study at your own pace. The content is structured in a way that allows you to grasp the concepts gradually, and you can revisit the material as needed.

Yes, the course includes quizzes, assignments, and practical exercises to reinforce your understanding and application of fundamental analysis principles. These interactive elements will help you practice the concepts you learn and enhance your learning experience.

Yes, upon successful completion of the course, you will receive a certificate of completion, which can be a valuable addition to your professional profile and demonstrate your understanding of fundamental analysis.

Yes, the course includes discussion forums and Q&A sessions where you can interact with the instructor and fellow participants. You can ask questions, seek clarification, and engage in meaningful discussions related to the course content.

While the course primarily focuses on fundamental analysis for individual stocks, it also touches upon key principles that are applicable to other financial instruments, such as bonds and ETFs. The course provides a solid foundation for understanding the fundamental analysis of various investment options.

Yes, you will have lifetime access to the course material, allowing you to revisit the content whenever you need a refresher or want to delve deeper into specific topics. This ensures ongoing learning and reference for future use.

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Tower A, Floor, 252 Jolly Maker Apts No. 1, 93-97, Captain Prakash Pethe Marg, Mumbai, Maharashtra 400005

Phone

9819141169

Email

goaleducation100@gmail.com

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Monday - Sunday: 8am-9pm

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