Course Content
Identifying Macro Themes 1
Identifying Macro Themes 2
Frameworks
Identifying Opportunity Size
Other Factors
DCF Valuation Introduction
DCF Valuation Discount Rates
DCF Concepts - Risk Free Rates
DCF Concepts - Beta
DCF Concepts - Equity Risk Premium
Price to Earnings
Price to Book
EV / EBITDA
Sector Specific Multiples
Infosys Valuation - Understanding the company
Infosys Valuation - Revenue Drivers
Infosys Valuation - Cost Drivers
Infosys Valuation - Projecting P&L
Infosys Valuation - Balance Sheet Drivers
Infosys Valuation - Working Capital Drivers
Infosys Valuation - Fully Linked Model
Infosys Valuation - DCF Parameters
Infosys Valuation - Final Valuation
Steel Sector Nuances
Valuation Modeling SAIL 1
Valuation Modeling SAIL 2