Marathon

Beyond Financial Statements (Qualitative Analysis)

Beginner

Are numbers enough to make a sound decision for investing in the stock market? A company's qualitative analysis deals with intangible, inexact concerns that belong to the social and experiential aspects of a company rather than its mathematical aspects. This course focuses on how to perform a qualitative analysis of companies and how you can plan your investments based on them.

5 Modules

2 Hrs.

English

Course Outline

What will you learn?

  • Orientation to value investing
  • Masterminds of Investing
  • Industry Analysis
  • Management Analysis
  • Business Analysis

About Course

Apart from number-crunching, there are many other factors that affect the investment decision of an individual like the background of management that is driving the company,the business model of the company etc. Qualitative Analysis includes assessing all these important aspects of a business. This approach also includes assessing the economic moat of the company and analysing the industry in which the company operates.

 

This course on Qualitative Analysis helps you see beyond just the numbers of companies in the stock market. 

 

What you will get?

PDFs

Flashcards

Assessments

Certificate

Course Syllabus

  • Understanding the Importance of Safety and Adequate Returns
  • Nature of Stock Market
  • Introducing Value Investing
  • Approaches To Investing
  • Investing Rules of Benjamin Graham
  • Peter Lynch's Manifesto
  • Rules of Mohnish Pabrai
  • The Investing Rules of Howard Marks
  • Components of Value Investing
  • Porter’s five forces
  • Case Study on Airlines
  • Industry Analysis- Examples
  • Choosing the right sector
  • The Philip Fisher Way
  • Reading an Annual Report
  • Corporate Governance
  • Promoter's Shareholding
  • Circle of Competence
  • Economic Moats
  • Moats- Revisited
  • Customer Stickiness

FAQ’s

Need answers? Find them here

There are no prerequisites for the course. However, it would be helpful if you first watch ' “Why should you invest in stock market’' as it would help you understand the basics of investing. 

It's slow and it's steady; buckle up, and get ready. This course falls under the Marathon category and can be completed in a duration of 2-3 hrs.

 

This course talks about qualitative aspects of analysing a company like analysing the business model, identifying the economic moat of the company. Further, it discusses the investing strategies of some well known investors.

This course is a part of the certification “Academy of value investing” offered by BSE Institute.However, in order to obtain the certificate you would have to complete other courses in the certification as well.

No, you do not need to install any specific software for this course. However, it is advised for a user to have an active Internet connection and an updated web browser for a seamless learning experience.

Finology provides you with an opportunity to access all its tools and courses by subscribing to Finology One. Hence, you can access this course as long as your subscription of Finology One is active.

We want your learning experience to be top-notch. To facilitate it better, the course consists of video & text-based chapters. 

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The companies discussed on this website are solely for educational purposes and should not be construed as investment advice. We may or may not hold positions in any or all of these companies. However, these aren't recommendations and hence, we held no responsibility for any consequences of investment actions based on these videos.

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