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